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Discretionary MAC Moderately Conservative

Discretionary MAC Moderately Conservative is a Multi_asset Portfolio Management Service launched by Barclays Securities (India) Private Limited on September 2025. Managed by Vivek Jain, the fund holds ₹34 Cr in AUM and benchmarks against NSE Multi Asset Index 2. Minimum investment is ₹5000000 lakh. Trailing returns: 0.96% since inception. Performance data as of July 2026.

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Discretionary MAC Moderately Conservative

Barclays Securities (India) Private Limited

33.83 CR AUM

Discretionary MAC Moderately Conservative

Discretionary MAC Moderately Conservative

Barclays Securities (India) Private Limited

33.83 CR AUM

NSE Multi Asset Index 2
Benchmark
0yr 9mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
NSE Multi Asset Index 2
Benchmark
0yr 9mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

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.

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.

What is this fund's investment objective?

Discretionary MAC Moderately Conservative

How has Discretionary MAC Moderately Conservative performed?

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Wealth Creation Calculator

1M IA return
1.52%
1M benchmark return
1.70%
Alpha
-0.18%
1M Wealth multiple
1.02x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
1.52%
1M benchmark return
1.70%
Alpha
-0.18%
1M Wealth multiple
1.02x

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