Barclays Discretionary Short Duration is a debt portfolio management service (PMS) strategy run by Barclays Securities (India) Private Limited, launched on 10 Aug 2020. It manages ₹0.54 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are -0.47% over 1 year and +2.32% over 3 years (+2.52% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹0.54 Cr
3-year return
+2.32%
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)
₹0.54 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
10/08/2020
Trailing Returns
Trailing returns
Period
Return
1 Month
-0.04%
3 Months
-0.24%
1 Year
-0.47%
3 Years
+2.32%
Since Inception
+2.52%
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.
Frequently asked questions about Barclays Discretionary Short Duration
What are the returns of Barclays Discretionary Short Duration?
Barclays Discretionary Short Duration has a 1-year return of -0.47%, a 3-year return of +2.32% and +2.52% since inception. Past performance is not indicative of future results.
What is the AUM of Barclays Discretionary Short Duration?
Barclays Discretionary Short Duration manages ₹0.54 Cr of client assets.
What is the minimum investment for Barclays Discretionary Short Duration?
The minimum investment for Barclays Discretionary Short Duration is ₹50 Lakhs.
When was Barclays Discretionary Short Duration launched?
Barclays Discretionary Short Duration was launched on 10 Aug 2020. It has a 5-year track record.