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Barclays Discretionary Multi Asset Class Moderately Aggressive

Barclays Securities (India) Private Limited

46.71 CR AUM

Barclays Discretionary Multi Asset Class Moderately Aggressive

Barclays Discretionary Multi Asset Class Moderately Aggressive

Barclays Securities (India) Private Limited

46.71 CR AUM

NSE Multi Asset Index 2
Benchmark
2yr 6mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
NSE Multi Asset Index 2
Benchmark
2yr 6mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

vivek jain

Fund Manager
MULTI_ASSETStrategies

Vivek Jain, based in Mumbai, MH, IN, is currently a Director, Head Multi Asset and Portfolio Manager at Barclays Private Bank. Vivek Jain brings experience from previous roles at ICICIdirect, Franklin Templeton and CLSA. Vivek Jain holds a 2003 - 2006 Chartered Financial Analyst (CFA) in Finance, General @ CFA. With a robust skill set that includes Equities, Financial Modeling, Capital Markets, Valuation, Equity Research and more.

Vivek Jain, based in Mumbai, MH, IN, is currently a Director, Head Multi Asset and Portfolio Manager at Barclays Private Bank. Vivek Jain brings experience from previous roles at ICICIdirect, Franklin Templeton and CLSA. Vivek Jain holds a 2003 - 2006 Chartered Financial Analyst (CFA) in Finance, General @ CFA. With a robust skill set that includes Equities, Financial Modeling, Capital Markets, Valuation, Equity Research and more.
Fund manager

narayan shroff

Fund Manager
MULTI_ASSETStrategies

Narayan Shroff is currently a Director Private Clients India at Barclays Private Bank. Narayan Shroff brings experience from previous roles at ICICI Bank, Benchmark Asset Management Company Pvt. Ltd.

Narayan Shroff is currently a Director Private Clients India at Barclays Private Bank. Narayan Shroff brings experience from previous roles at ICICI Bank, Benchmark Asset Management Company Pvt. Ltd.
1OF2

Purpose

Capital Appreciation along with regular income accrual

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
-8.14%
1M benchmark return
-6.20%
Alpha
-1.94%
1M Wealth multiple
0.92x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
-8.14%
1M benchmark return
-6.20%
Alpha
-1.94%
1M Wealth multiple
0.92x

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