Barclays Wealth Creator
Barclays Wealth Creator is a Equity Portfolio Management Service launched by Barclays Securities (India) Private Limited on August 2010. Managed by Surjitt Singh Arora, the fund holds ₹71 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: -6.31% (1Y), 6.64% CAGR (3Y), 10.96% since inception. Performance data as of July 2026.
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Barclays Wealth Creator
Barclays Securities (India) Private Limited
71.48 CR AUM
Barclays Wealth Creator
Barclays Securities (India) Private Limited
71.48 CR AUM
Nifty 50 TRI
Benchmark
15yr 11mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
15yr 11mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
surjitt singh arora
Fund Manager
EQUITYStrategies
Surjitt Singh Arora is an experienced investment professional who joined Barclays Private Bank India in 2025 as the Portfolio Manager and Head of Equities for its India Portfolio Management Services (PMS) division.
narayan shroff
Fund Manager
EQUITYStrategies
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.
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What is this fund's investment objective?
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.
How has Barclays Wealth Creator performed?
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Wealth Creation Calculator
1M IA return
1.09%
1M benchmark return
1.67%
Alpha
-0.58%
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
1.09%
1M benchmark return
1.67%
Alpha
-0.58%
1M Wealth multiple
1.01x
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