Aggressive PMS by Barclays Securities: Returns, AUM & Details
Barclays Securities (India) Private Limited • Multi Asset
Aggressive is a multi asset portfolio management service (PMS) strategy run by Barclays Securities (India) Private Limited, launched on 14 Mar 2023. It manages ₹113 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +8.88% over 1 year and +13.60% over 3 years (+13.59% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹113 Cr
3-year return
+13.60%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹113.0 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
14/03/2023
Trailing Returns
Trailing returns
Period
Return
1 Month
+7.79%
3 Months
-0.94%
1 Year
+8.88%
3 Years
+13.60%
Since Inception
+13.59%
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Aggressive has a 1-year return of +8.88%, a 3-year return of +13.60% and +13.59% since inception. Past performance is not indicative of future results.
What is the AUM of Aggressive?
Aggressive manages ₹113 Cr of client assets.
What is the minimum investment for Aggressive?
The minimum investment for Aggressive is ₹50 Lakhs.
When was Aggressive launched?
Aggressive was launched on 14 Mar 2023. It has a 3-year track record.