Julius Baer India Liquid Portfolio PMS: Returns, AUM & Details
Julius Baer Wealth Advisors (India) Private Limited • Debt
Julius Baer India Liquid Portfolio is a debt portfolio management service (PMS) strategy run by Julius Baer Wealth Advisors (India) Private Limited, launched on 10 Sep 2024. It manages ₹0.34 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +3.92% over 1 year (+4.65% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹0.34 Cr
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹0.34 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
10/09/2024
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.40%
3 Months
+1.54%
1 Year
+3.92%
Since Inception
+4.65%
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.