Julius Baer Wealth Advisors (India) Private Limited • Equity
Julius Baer India Flexi Index Portfolio is an equity portfolio management service (PMS) strategy run by Julius Baer Wealth Advisors (India) Private Limited, launched on 8 Mar 2023. As of 30 Sep 2026, it manages ₹73.24 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -2.46% over 1 year and +8.20% over 3 years (+11.05% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 2.14 percentage points ahead of its benchmark. Its 3-year return ranks 115th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Nitin Raheja.
Ranked nearby on 3-year return: OAKS Tenet Portfolio (Formerly Known as ABC Equity Portfolio)-Public Markets (+8.21%), Thinqwise India Long Term Fund (+8.21%), Spark India@75 Flexicap Strategy (+8.16%), Active Index Portfolio (+8.15%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -5.40% |
| 3 Months | -3.94% |
| 1 Year | -2.46% |
| 3 Years | +8.20% |
| Since Inception | +11.05% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callJulius Baer India Flexi Index Portfolio has a 1-year return of -2.46%, a 3-year return of +8.20% and +11.05% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Julius Baer India Flexi Index Portfolio returned +8.20% against +6.06% for the Nifty 50 TRI, 2.14 percentage points ahead. Over 1 year it returned -2.46% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Julius Baer India Flexi Index Portfolio's 3-year return of +8.20% ranks 115th as of 30 Sep 2026.
Julius Baer India Flexi Index Portfolio is managed by Nitin Raheja at Julius Baer Wealth Advisors. The strategy manages ₹73.24 Cr of client assets as of 30 Sep 2026.
Julius Baer India Flexi Index Portfolio manages ₹73.24 Cr of client assets as of 30 Sep 2026.
The minimum investment for Julius Baer India Flexi Index Portfolio is ₹50 Lakhs.
Julius Baer India Flexi Index Portfolio was launched on 8 Mar 2023. It has a 3-year track record.
Description
All Julius Baer Wealth Advisors PMS strategies →Browse all PMS strategies in India →