APMI

Barclays Wealth Dynamic Opportunities portfolio

Investment Approach Details

₹365.52

(AUM CR)

PMS Provider Name

Barclays Securities (India) Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity,Plain Debt,Derivatives,Mutual Fund,Others

Date Of Inception

29/04/2009

Age

16.6 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

BWDOM portfolio is an actively managed portfolio that aims to outperform the BSE 500 by investing in companies with superior and sustainable business models.

Fund Manager Details


Narayan Shroff
Work Exp. NA
Email ID narayan.shroff@barclays.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.17

1 Year Turnover

2.26