Julius Baer Wealth Advisors PMS strategies
Julius Baer Wealth Advisors runs 10 portfolio management strategies listed with APMI, managing ₹1,559 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Julius Baer Non Discretionary Portfolio ND1 | Multi Asset | — | ₹913 Cr | — | — | — | ₹50 Lakhs | — |
| Julius Baer India Premier Opportunities Portfolio | Equity | Nitin Raheja | ₹326 Cr | +10.55% | +1.35 pts | — | ₹50 Lakhs | Sep 2026 |
| Julius Baer Premier Focused Portfolio | Equity | Nitin Raheja | ₹149 Cr | +11.05% | +1.85 pts | — | ₹50 Lakhs | Sep 2026 |
| Julius Baer India Flexi Index Portfolio | Equity | Nitin Raheja | ₹73.24 Cr | +8.20% | +2.14 pts | — | ₹50 Lakhs | Sep 2026 |
| Julius Baer India Select Portfolio | Multi Asset | — | ₹51.9 Cr | — | — | — | ₹50 Lakhs | — |
| Julius Baer India Equity Opportunities Portfolio | Equity | Nitin Raheja | ₹21.18 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Julius Baer All Weather Portfolio- Plus | Multi Asset | — | ₹11.62 Cr | +13.45% | — | — | ₹50 Lakhs | — |
| Julius Baer India Mid and Small Cap Opportunities Portfolio | — | Nitin Raheja | ₹7.1 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Julius Baer All Weather Portfolio- Core | Multi Asset | — | ₹5.51 Cr | +13.17% | — | — | ₹50 Lakhs | — |
| Julius Baer India Liquid Portfolio | Debt | — | ₹0.34 Cr | — | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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