Barclays Discretionary Multi Asset Class Moderately Aggressive
Barclays Discretionary Multi Asset Class Moderately Aggressive is a Multi_asset Portfolio Management Service launched by Barclays Securities (India) Private Limited on September 2023. Managed by Vivek Jain, the fund holds ₹80 Cr in AUM and benchmarks against NSE Multi Asset Index 2. Minimum investment is ₹5000000 lakh. Trailing returns: 6.36% (1Y), 10.39% since inception. Performance data as of July 2026.
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Barclays Discretionary Multi Asset Class Moderately Aggressive
Barclays Securities (India) Private Limited
79.78 CR AUM
Barclays Discretionary Multi Asset Class Moderately Aggressive
Barclays Securities (India) Private Limited
79.78 CR AUM
NSE Multi Asset Index 2
Benchmark
2yr 9mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
NSE Multi Asset Index 2
Benchmark
2yr 9mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
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.
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.
1OF2
What is this fund's investment objective?
Capital Appreciation along with regular income accrual
How has Barclays Discretionary Multi Asset Class Moderately Aggressive performed?
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1M IA return
0.86%
1M benchmark return
1.70%
Alpha
-0.84%
1M Wealth multiple
1.01x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
0.86%
1M benchmark return
1.70%
Alpha
-0.84%
1M Wealth multiple
1.01x
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