Barclays Securities PMS strategies
Barclays Securities runs 10 portfolio management strategies listed with APMI, managing ₹492 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Barclays Wealth Dynamic Opportunities portfolio | Equity | Surjitt Singh Arora | ₹144 Cr | +9.70% | -2.38 pts | — | ₹50 Lakhs | Aug 2026 |
| Aggressive | Multi Asset | — | ₹113 Cr | +13.60% | — | — | ₹50 Lakhs | — |
| Barclays Wealth Creator | Equity | Surjitt Singh Arora | ₹69.83 Cr | +6.16% | -2.83 pts | — | ₹50 Lakhs | Aug 2026 |
| Barclays Discretionary Dynamic Fixed Income | Debt | — | ₹67.91 Cr | +7.92% | — | — | ₹50 Lakhs | — |
| Barclays Discretionary Multi Asset Class Moderately Aggressive | Multi Asset | — | ₹63.82 Cr | — | — | — | ₹50 Lakhs | — |
| Barclays Discretionary Treasury Advantage | Debt | — | ₹18.3 Cr | +6.49% | — | — | ₹50 Lakhs | — |
| Balanced | Multi Asset | — | ₹7.81 Cr | — | — | — | ₹50 Lakhs | — |
| Discretionary MAC Moderately Conservative | Multi Asset | — | ₹5.58 Cr | — | — | — | ₹50 Lakhs | — |
| Discretionary MAC Balanced POOL | Multi Asset | — | ₹1.56 Cr | — | — | — | ₹50 Lakhs | — |
| Barclays Discretionary Short Duration | Debt | — | ₹0.54 Cr | +2.32% | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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