Who is the fund manager for Julius Baer India Mid and Small Cap Opportunities Portfolio?

The fund manager for Julius Baer India Mid and Small Cap Opportunities Portfolio is Nitin Raheja, who manages an AUM of 0.5.

What is the fee structure for Julius Baer India Mid and Small Cap Opportunities Portfolio?

The fee structure for Julius Baer India Mid and Small Cap Opportunities Portfolio includes: exit load: Upto 12 months -2% More than 12 months and upto 24 months - 1% More than 24 months - Nil.

What are the 1-year and 3-year returns for Julius Baer India Mid and Small Cap Opportunities Portfolio?

Julius Baer India Mid and Small Cap Opportunities Portfolio has delivered a 1-year return of 0.00%, 3-year return of 0.00%, 5-year return of 0.00%. Past performance is not indicative of future results.

What is the minimum investment for Julius Baer India Mid and Small Cap Opportunities Portfolio?

The minimum investment for Julius Baer India Mid and Small Cap Opportunities Portfolio is 50 Lakhs. As per SEBI regulations, PMS schemes require a minimum investment of ₹50 lakhs.

Julius Baer India Mid and Small Cap Opportunities Portfolio Returns, Portfolio & Fund Manager

Q: What is the AUM for Julius Baer India Mid and Small Cap Opportunities Portfolio?

The Assets Under Management (AUM) for Julius Baer India Mid and Small Cap Opportunities Portfolio is 0.5 as of the latest available data.

Period	Return
1 Month	0.00%
3 Months	0.00%
1 Year	0.00%
3 Years	0.00%
5 Years	0.00%
Since Inception	+0.64%

Fund Manager

Assets (AUM)

Benchmark Index

Inception Date

Verified Trailing Returns

Fiduciary AI Qualitative Insight

Market Intelligence

Estimated Sector Allocation

Standard Management Fees & Hurdle Rates

Before committing a large capital, speak to a SEBI Registered Investment Advisor from Foliyo who can help you get a zero-commission, lower-fee on PMS.

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Julius Baer India Mid and Small Cap Opportunities Portfolio

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