Barclays Securities (India) Private Limited

Multi Asset, Debt, Equity · 10 investment approaches

Total AUM

₹617 Cr

Years Active

17.4

AUM Change (3M)

+14.9%

AUM Change (1Y)

+26.2%

Min Investment

₹50L

Schemes

10

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Balanced	Multi Asset	₹8 Cr	+3.82%	+15.21%	+0.00%	+8.87%	-
Barclays Discretionary Dynamic Fixed Income	Debt	₹119 Cr	+0.60%	+8.84%	+8.41%	+11.52%	0.71
Barclays Discretionary Multi Asset Class Moderately Aggressive	Multi Asset	₹71 Cr	+1.02%	+8.70%	-	+10.58%	0.66
Aggressive	Multi Asset	₹138 Cr	+1.35%	+7.43%	+12.76%	+13.47%	0.67
Barclays Discretionary Treasury Advantage	Debt	₹31 Cr	+0.51%	+6.08%	+6.46%	+5.76%	-
Barclays Wealth Creator	Equity	₹70 Cr	-0.58%	+0.38%	+6.16%	+10.90%	0.23
Barclays Discretionary Short Duration	Debt	₹1 Cr	-0.04%	-0.47%	+2.32%	+2.52%	-
Barclays Wealth Dynamic Opportunities portfolio	Equity	₹144 Cr	+0.95%	-1.99%	+9.70%	+5.97%	0.44
Discretionary MAC Balanced POOL	Multi Asset	₹3 Cr	+1.02%	-	-	+1.30%	-
Discretionary MAC Moderately Conservative	Multi Asset	₹34 Cr	+0.33%	-	-	+1.27%	-

Barclays Discretionary Dynamic Fixed Income

Barclays Discretionary Multi Asset Class Moderately Aggressive

Barclays Discretionary Treasury Advantage

Barclays Wealth Creator

Barclays Discretionary Short Duration

Barclays Wealth Dynamic Opportunities portfolio

Discretionary MAC Balanced POOL

Discretionary MAC Moderately Conservative