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Barclays Discretionary Treasury Advantage

Barclays Discretionary Treasury Advantage is a Debt Portfolio Management Service launched by Barclays Securities (India) Private Limited on July 2021. Managed by Malay Shah, the fund holds ₹29 Cr in AUM and benchmarks against CRISIL Composite Bond Index. Minimum investment is ₹5000000 lakh. Trailing returns: 5.99% (1Y), 6.49% CAGR (3Y), 5.75% since inception. Performance data as of July 2026.

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Barclays Discretionary Treasury Advantage

Barclays Securities (India) Private Limited

29.36 CR AUM

Barclays Discretionary Treasury Advantage

Barclays Discretionary Treasury Advantage

Barclays Securities (India) Private Limited

29.36 CR AUM

CRISIL Composite Bond Index
Benchmark
4yr 11mo
Age
DEBT
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
CRISIL Composite Bond Index
Benchmark
4yr 11mo
Age
DEBT
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

malay shah

Fund Manager
DEBTStrategies

More than 22 years of expertise in Indian fixed income markets, encompassing entire gamut of Indian fixed income universe, encompassing interest rate trading, mutual fund portfolio manager, asset allocation, research, credit and structured debt, wealth house advisory, PMS, AIF, treasury management and fund raising.

More than 22 years of expertise in Indian fixed income markets, encompassing entire gamut of Indian fixed income universe, encompassing interest rate trading, mutual fund portfolio manager, asset allocation, research, credit and structured debt, wealth house advisory, PMS, AIF, treasury management and fund raising.
Fund manager

narayan shroff

Fund Manager
DEBTStrategies

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

What is this fund's investment objective?

• Endeavour to generate income through interest accrual and capital appreciation of debt securities by active management: A core portion of the portfolio will be held for longer periods to provide stability, while the remaining portfolio will be used to take opportunistic exposures. • Opportunistic Ideas may include among others: o Short term to medium term trading opportunities in various debt and money market instruments o Opportunities arising out of demand-supply mismatches in the market o Subscription to primary issuances with a view to take advantage of yield compression post issuance o To take advantage of spreads in tenors across yield curve or across different types of debt instruments o Endeavor to spot and take advantage of any mispricing or arbitrage opportunities o To take advantage of flexible duration management

How has Barclays Discretionary Treasury Advantage performed?

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Wealth Creation Calculator

1M IA return
0.63%
1M benchmark return
2.35%
Alpha
-1.72%
1M Wealth multiple
1.01x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
0.63%
1M benchmark return
2.35%
Alpha
-1.72%
1M Wealth multiple
1.01x

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