- Manager
- Barclays Securities (India)
- Service
- Discretionary
- Asset class
- Equity
Barclays Wealth Creator Portfolio
−4.33%
1-year return
Benchmark Nifty 50 - TRI −7.09% · to 30 Sep 2026
Barclays Securities (India)’s Barclays Wealth Creator Portfolio returned −4.33% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 - TRI. It managed ₹57.92 crore across its clients.
Key numbers
- AUM
- ₹57.92 Cr
- Benchmark
- Nifty 50 - TRI
- Turnover, past year
- 0.65×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 - TRI | Difference |
|---|---|---|---|
| 1 month | −3.87% | −6.03% | +2.16% |
| 3 months | −2.98% | −4.91% | +1.93% |
| 6 months | +9.48% | +2.13% | +7.35% |
| 1 year | −4.33% | −7.09% | +2.76% |
| 2 years | −6.02% | −5.29% | −0.73% |
| 3 years | +4.57% | +6.06% | −1.49% |
| 4 years | +5.82% | +8.47% | −2.65% |
| 5 years | +2.40% | +6.37% | −3.97% |
| Since inception | +10.56% | +10.48% | +0.08% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity89.97%₹52.11 Cr
- Cash and other9.83%₹5.69 Cr
- Unlisted equity0.20%₹0.12 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹9.57 Cr
- Net, Sep 2026
- −₹9.57 Cr
- Net, FY to date
- −₹12.84 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 0.65×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Barclays Wealth Creator Portfolio returned?
−4.33% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.87%; 3 months: −2.98%; 6 months: 9.48%; 1 year: −4.33%; 2 years: −6.02%; 3 years: 4.57%; 4 years: 5.82%; 5 years: 2.40%; Since inception: 10.56%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 - TRI, returned −7.09% over the year, so the strategy was 2.76 percentage points ahead.
How much does Barclays Wealth Creator Portfolio manage?
₹57.92 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Barclays Wealth Creator Portfolio?
Barclays Securities (India), a SEBI-registered portfolio manager (INP000002585), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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