Barclays Discretionary Dynamic Fixed Income
Barclays Discretionary Multi Asset Class Aggressive
Barclays Wealth Dynamic Opportunities Portfolio
Barclays Discretionary Multi Asset Class Moderately Aggressive
Barclays Discretionary Multi Asset Class Moderately Conservative
Barclays Discretionary Treasury Advantage
© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 Month | −3.9% | −6.0% | +2.2% |
| 3 Months | −3.0% | −4.9% | +1.9% |
| 6 Months | +9.5% | +2.1% | +7.3% |
| 1 Year | −4.3% | −7.1% | +2.8% |
|---|
| 2 Years | −6.0% | −5.3% | −0.7% |
|---|
| 3 Years (CAGR) | +4.6% | +6.1% | −1.5% |
|---|
| 4 Years (CAGR) | +5.8% | +8.5% | −2.6% |
|---|
| 5 Years (CAGR) | +2.4% | +6.4% | −4.0% |
|---|
| Since launch | +10.6% | +10.5% | +0.1% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 68-month window · Source: Computed from NAV history
Maximum drawdown: 19.4%
Barclays Securities’s story and investment philosophy are on the Barclays Securities firm page.
Registration No
INP000002585
Inflow
₹0.00 Cr
Outflow
₹9.57 Cr
Net
₹-9.57 Cr
Not reported — complaint data for this strategy isn't available yet.
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