APMI

Barclays Wealth Creator

Investment Approach Details

₹90.75

(AUM CR)

PMS Provider Name

Barclays Securities (India) Private Limited

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity,Plain Debt,Derivatives,Mutual Fund,Others

Date Of Inception

11/08/2010

Age

14.7 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

Barclays Wealth Creator portfolio is an actively managed bespoke portfolio that aims to invest in a concentrated set of equity shares with an endeavor to outperform SENSEX by investing over medium to long term.

Fund Manager Details


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

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 28/02/2025

1 Month Turnover

0.14

1 Year Turnover

1.54