Julius Baer Wealth Advisors (India) Private Limited

Multi Asset, Equity, Debt · 10 investment approaches

Total AUM

₹1.5K Cr

Years Active

5.6

AUM Change (3M)

+133.6%

AUM Change (1Y)

+143.3%

Min Investment

₹50L

Schemes

10

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Julius Baer India Select Portfolio	Multi Asset	₹30 Cr	-4.54%	+7.13%	-	+11.77%	0.40
Julius Baer Premier Focused Portfolio	Equity	₹149 Cr	-5.17%	+6.13%	+11.05%	+14.67%	0.53
Julius Baer India Premier Opportunities Portfolio	Equity	₹326 Cr	-5.12%	+4.95%	+10.55%	+11.93%	0.63
Julius Baer All Weather Portfolio- Core	Multi Asset	₹2 Cr	-3.97%	+2.92%	+9.88%	+9.10%	0.56
Julius Baer All Weather Portfolio- Plus	Multi Asset	₹16 Cr	-4.69%	+2.37%	+9.73%	+11.47%	0.50
Julius Baer India Equity Opportunities Portfolio	Equity	₹21 Cr	-4.73%	-0.68%	-	+3.23%	-0.20
Julius Baer India Flexi Index Portfolio	Equity	₹73 Cr	-5.40%	-2.46%	+8.20%	+11.05%	0.32
Julius Baer India Liquid Portfolio	Debt	-	-8.21%	-5.10%	-	+0.16%	-1.15
Julius Baer India Mid and Small Cap Opportunities Portfolio	Equity	₹7 Cr	-5.86%	-	-	-3.52%	-
Julius Baer Non Discretionary Portfolio ND1	Multi Asset	₹913 Cr	+1.71%	-	-	+7.14%	-

Julius Baer India Select Portfolio

Julius Baer Premier Focused Portfolio

Julius Baer India Premier Opportunities Portfolio

Julius Baer All Weather Portfolio- Core

Julius Baer All Weather Portfolio- Plus

Julius Baer India Equity Opportunities Portfolio

Julius Baer India Flexi Index Portfolio

Julius Baer India Liquid Portfolio

Julius Baer India Mid and Small Cap Opportunities Portfolio

Julius Baer Non Discretionary Portfolio ND1