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Julius Baer India Equity Opportunities Portfolio
Julius Baer Wealth Advisors (India) Private Limited
22.19 CR AUM
Julius Baer India Equity Opportunities Portfolio
Julius Baer Wealth Advisors (India) Private Limited
22.19 CR AUM
BSE 500 TRI
Benchmark
1yr 11mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
1yr 11mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
nitin raheja
Fund Manager
EQUITYStrategies
Purpose
To generate capital appreciation over medium to long term by investing in a combination of equities and mutual funds/ETFs
Investment Approach v/s Benchmark Metrics
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1M IA return
11.59%
1M benchmark return
10.38%
Alpha
1.21%
1M Wealth multiple
1.12x
Investment Approach v/s Benchmark Performance
2026
2026
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Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
11.59%
1M benchmark return
10.38%
Alpha
1.21%
1M Wealth multiple
1.12x
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