Julius Baer India Select Portfolio PMS: Returns, AUM & Details
Julius Baer Wealth Advisors (India) Private Limited • Multi Asset
Julius Baer India Select Portfolio is a multi asset portfolio management service (PMS) strategy run by Julius Baer Wealth Advisors (India) Private Limited, launched on 8 Jan 2024. It manages ₹51.9 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +18.40% over 1 year (+14.26% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹51.9 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)
₹51.9 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
08/01/2024
Trailing Returns
Trailing returns
Period
Return
1 Month
+6.80%
3 Months
+3.56%
1 Year
+18.40%
Since Inception
+14.26%
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.