Barclays Wealth Dynamic Opportunities portfolio
Barclays Wealth Dynamic Opportunities portfolio is a Equity Portfolio Management Service launched by Barclays Securities (India) Private Limited on April 2009. Managed by Surjitt Singh Arora, the fund holds ₹148 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: -7.89% (1Y), 10.33% CAGR (3Y), 6.02% since inception. Performance data as of July 2026.
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Barclays Wealth Dynamic Opportunities portfolio
Barclays Securities (India) Private Limited
147.75 CR AUM
Barclays Wealth Dynamic Opportunities portfolio
Barclays Securities (India) Private Limited
147.75 CR AUM
BSE 500 TRI
Benchmark
17yr 2mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
17yr 2mo
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?
BWDOM portfolio is an actively managed portfolio that aims to outperform the BSE 500 by investing in companies with superior and sustainable business models.
How has Barclays Wealth Dynamic Opportunities portfolio performed?
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1M IA return
1.26%
1M benchmark return
1.73%
Alpha
-0.47%
1M Wealth multiple
1.01x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
1.26%
1M benchmark return
1.73%
Alpha
-0.47%
1M Wealth multiple
1.01x
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