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Barclays Wealth Dynamic Opportunities portfolio

Barclays Securities (India) Private Limited

131.20 CR AUM

Barclays Wealth Dynamic Opportunities portfolio

Barclays Wealth Dynamic Opportunities portfolio

Barclays Securities (India) Private Limited

131.20 CR AUM

BSE 500 TRI
Benchmark
16yr 11mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
16yr 11mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

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.

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.
Fund manager

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.

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

BWDOM portfolio is an actively managed portfolio that aims to outperform the BSE 500 by investing in companies with superior and sustainable business models.

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
-10.83%
1M benchmark return
-11.37%
Alpha
0.54%
1M Wealth multiple
0.89x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-10.83%
1M benchmark return
-11.37%
Alpha
0.54%
1M Wealth multiple
0.89x

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