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 ₹6,020 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 30 Jun 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₹2,203 CrAUM10.7%3Y
• AgressiveHybrid₹1,193 CrAUM—3Y
• Barclays Non-Discretionary Dynamic Fixed IncomeHybrid₹644 CrAUM7.4%3Y
• Moderately ConservativeHybrid₹513 CrAUM7.7%3Y
• Multi Asset Class TreasuryHybrid₹353 CrAUM7.1%3Y
• ND Multi Asset Class BalancedHybrid₹204 CrAUM—3Y
• Barclays Wealth Dynamic Opportunities portfolio₹148 CrAUM10.3%3Y
• Barclays Wealth Equity NDPMS₹146 CrAUM11.4%3Y
• AggressiveHybrid₹121 CrAUM12.6%3Y
• Barclays Non-Discretionary Short DurationHybrid₹93 CrAUM7.8%3Y
• Barclays Discretionary Multi Asset Class Moderately AggressiveHybrid₹80 CrAUM—3Y
• Barclays Wealth Creator₹71 CrAUM6.6%3Y
• Barclays Discretionary Dynamic Fixed IncomeHybrid₹68 CrAUM8.4%3Y
• Moderately AggressiveHybrid₹65 CrAUM9.5%3Y
• Discretionary MAC Moderately ConservativeHybrid₹34 CrAUM—3Y
• Barclays Discretionary Treasury AdvantageHybrid₹29 CrAUM6.5%3Y
• Barclays Non-Discretionary Treasury AdvantageHybrid₹26 CrAUM2.3%3Y
• ND Multi Asset Class ConservativeHybrid₹26 CrAUM—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 30 Jun 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.