Barclays Securities (India) Private Limited — PMS strategies

Barclays Securities (India) Private Limited is a SEBI-registered portfolio manager running 21 strategies in our tracker, holding ₹6,478 Cr in aggregate AUM across the 19 that publish a figure. Every one of them is listed below with its 3-year annualised return, as on 31 Jul 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.

All 21 strategies from Barclays Securities (India) Private Limited

• BespokeHybrid₹2,026 CrAUM10.3%3Y
• AgressiveHybrid₹1,223 CrAUM—3Y
• ND Multi Asset Class ConservativeHybrid₹1,128 CrAUM—3Y
• Barclays Non-Discretionary Dynamic Fixed IncomeHybrid₹513 CrAUM7.2%3Y
• Multi Asset Class TreasuryHybrid₹405 CrAUM7.0%3Y
• ND Multi Asset Class BalancedHybrid₹185 CrAUM—3Y
• Barclays Non-Discretionary Short DurationHybrid₹147 CrAUM7.8%3Y
• Barclays Wealth Equity NDPMS₹144 CrAUM10.5%3Y
• Barclays Wealth Dynamic Opportunities portfolio₹142 CrAUM9.5%3Y
• AggressiveHybrid₹131 CrAUM12.2%3Y
• Barclays Discretionary Dynamic Fixed IncomeHybrid₹118 CrAUM8.4%3Y
• Barclays Discretionary Multi Asset Class Moderately AggressiveHybrid₹75 CrAUM—3Y
• Barclays Wealth Creator₹73 CrAUM6.5%3Y
• Moderately AggressiveHybrid₹65 CrAUM9.2%3Y
• Discretionary MAC Moderately ConservativeHybrid₹34 CrAUM—3Y
• Barclays Discretionary Treasury AdvantageHybrid₹30 CrAUM6.5%3Y
• Moderately ConservativeHybrid₹21 CrAUM0.0%3Y
• Barclays Non-Discretionary Treasury AdvantageHybrid₹16 CrAUM2.3%3Y
• Discretionary MAC Balanced POOLHybrid₹2 CrAUM—3Y
• BalancedHybrid—AUM0.0%3Y
• Barclays Discretionary Short DurationHybrid—AUM0.0%3Y

Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 31 Jul 2026. Alpha is return minus S&P BSE 500 TRI for the same window (shown where a like-for-like benchmark exists). Figures are sourced from disclosures and are not verified by SEBI. Past performance is not indicative of future returns. Minimum investment ₹50 lakh (SEBI mandate). This is not investment advice.