- Manager
- Barclays Securities (India)
- Service
- Discretionary
- Asset class
- Equity
Barclays Wealth Dynamic Opportunities Portfolio
−6.14%
1-year return
Benchmark BSE 500 - TRI −2.33% · to 30 Sep 2026
Barclays Securities (India)’s Barclays Wealth Dynamic Opportunities Portfolio returned −6.14% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 - TRI. It managed ₹126 crore across its clients.
Key numbers
- AUM
- ₹126 Cr
- Benchmark
- BSE 500 - TRI
- Turnover, past year
- 1.58×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 - TRI | Difference |
|---|---|---|---|
| 1 month | −3.25% | −5.57% | +2.32% |
| 3 months | −3.03% | −3.59% | +0.56% |
| 6 months | +10.80% | +8.07% | +2.73% |
| 1 year | −6.14% | −2.33% | −3.81% |
| 2 years | −5.73% | −3.93% | −1.80% |
| 3 years | +8.26% | +9.20% | −0.94% |
| 4 years | +7.77% | +11.21% | −3.44% |
| 5 years | +3.82% | +8.90% | −5.08% |
| Since inception | +5.74% | +13.18% | −7.44% |
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 equity94.49%₹119 Cr
- Cash and other5.51%₹6.96 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹13.11 Cr
- Net, Sep 2026
- −₹13.11 Cr
- Net, FY to date
- −₹19.60 Cr
- Turnover, month
- 0.28×
- Turnover, past year
- 1.58×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Barclays Wealth Dynamic Opportunities Portfolio returned?
−6.14% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.25%; 3 months: −3.03%; 6 months: 10.80%; 1 year: −6.14%; 2 years: −5.73%; 3 years: 8.26%; 4 years: 7.77%; 5 years: 3.82%; Since inception: 5.74%.
How has it done against its benchmark?
Its benchmark, the BSE 500 - TRI, returned −2.33% over the year, so the strategy was 3.81 percentage points behind.
How much does Barclays Wealth Dynamic Opportunities Portfolio manage?
₹126 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 Dynamic Opportunities 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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