Julius Baer Wealth Advisors (India) Private Limited
Multi Asset, Equity, Debt · 9 investment approaches
Total AUM
₹1.6K Cr
Years Active
5.0
AUM Change (3M)
+138.7%
AUM Change (1Y)
+160.7%
Min Investment
₹50L
Schemes
9
| Scheme | Category | AUM | 1M | 1Y | 3Y | SI | Sharpe |
|---|---|---|---|---|---|---|---|
Julius Baer India Select Portfolio | Multi Asset | ₹53 Cr | +1.84% | +25.41% | — | +17.91% | 1.14 |
Julius Baer All Weather Portfolio- Plus | Multi Asset | ₹10 Cr | -0.82% | +13.92% | — | +15.05% | 1.12 |
Julius Baer All Weather Portfolio- Core | Multi Asset | ₹6 Cr | -0.59% | +13.80% | +14.32% | +10.74% | 1.23 |
Julius Baer India Premier Opportunities Portfolio | Equity | ₹302 Cr | -3.26% | +12.39% | +19.16% | +13.64% | 1.01 |
Julius Baer Premier Focused Portfolio | Equity | ₹157 Cr | -3.32% | +11.86% | — | +17.52% | 0.84 |
Julius Baer India Flexi Index Portfolio | Equity | ₹106 Cr | -2.61% | +7.04% | — | +15.86% | 0.82 |
Julius Baer India Equity Opportunities Portfolio | Equity | ₹25 Cr | -4.51% | +6.49% | — | +5.20% | -0.08 |
Julius Baer India Liquid Portfolio | Debt | ₹0 Cr | +0.11% | +4.30% | — | +4.77% | — |
Julius Baer Non Discretionary Portfolio ND1 | Multi Asset | ₹913 Cr | +1.71% | — | — | +7.14% | — |