Barclays Securities (India) Private Limited • Equity
Barclays Wealth Dynamic Opportunities portfolio is an equity portfolio management service (PMS) strategy run by Barclays Securities (India) Private Limited, launched on 29 Apr 2009. As of 30 Sep 2026, it manages ₹126 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -6.14% over 1 year, +8.26% over 3 years and +3.82% over 5 years (+5.74% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 0.94 percentage points behind of its benchmark. Its 3-year return ranks 333rd of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Azeem Ahmad.
Ranked nearby on 3-year return: India Portfolio Builder (+8.29%), Solitaire (+8.27%), Tailored Discretionary Portfolio - Aggressive (+8.23%), White Oak India Pioneers Equity Portfolio STP Plan (+8.22%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -3.25% |
| 3 Months | -3.03% |
| 1 Year | -6.14% |
| 3 Years | +8.26% |
| 5 Years | +3.82% |
| Since Inception | +5.74% |
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.
Book an intro callBarclays Wealth Dynamic Opportunities portfolio has a 1-year return of -6.14%, a 3-year return of +8.26%, a 5-year return of +3.82% and +5.74% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Barclays Wealth Dynamic Opportunities portfolio returned +3.82% against +8.90% for the BSE 500 TRI, 5.08 percentage points behind. Over 3 years it returned +8.26% against +9.20%; Over 1 year it returned -6.14% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Barclays Wealth Dynamic Opportunities portfolio's 3-year return of +8.26% ranks 333rd as of 30 Sep 2026.
Barclays Wealth Dynamic Opportunities portfolio is managed by Azeem Ahmad at Barclays Securities. The strategy manages ₹126 Cr of client assets as of 30 Sep 2026.
Barclays Wealth Dynamic Opportunities portfolio manages ₹126 Cr of client assets as of 30 Sep 2026.
The minimum investment for Barclays Wealth Dynamic Opportunities portfolio is ₹50 Lakhs.
Barclays Wealth Dynamic Opportunities portfolio was launched on 29 Apr 2009. It has a 17-year track record.
Description
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