Julius Baer Wealth Advisors (India) Private Limited • Equity
Julius Baer Premier Focused Portfolio is an equity portfolio management service (PMS) strategy run by Julius Baer Wealth Advisors (India) Private Limited, launched on 24 Feb 2023. As of 30 Sep 2026, it manages ₹149 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +6.13% over 1 year and +11.05% over 3 years (+14.67% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 1.85 percentage points ahead of its benchmark. Its 3-year return ranks 241st of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Nitin Raheja.
Ranked nearby on 3-year return: Valentis Multi-cap Fund (+11.13%), Lomg Alpha (+11.12%), Value Driven Approach (+11.00%), Enam India Vision Portfolio (+10.99%).
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 | -5.17% |
| 3 Months | -1.63% |
| 1 Year | +6.13% |
| 3 Years | +11.05% |
| Since Inception | +14.67% |
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 Premier Focused Portfolio has a 1-year return of +6.13%, a 3-year return of +11.05% and +14.67% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Julius Baer Premier Focused Portfolio returned +11.05% against +9.20% for the BSE 500 TRI, 1.85 percentage points ahead. Over 1 year it returned +6.13% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Julius Baer Premier Focused Portfolio's 3-year return of +11.05% ranks 241st as of 30 Sep 2026.
Julius Baer Premier Focused Portfolio is managed by Nitin Raheja at Julius Baer Wealth Advisors. The strategy manages ₹149 Cr of client assets as of 30 Sep 2026.
Julius Baer Premier Focused Portfolio manages ₹149 Cr of client assets as of 30 Sep 2026.
The minimum investment for Julius Baer Premier Focused Portfolio is ₹50 Lakhs.
Julius Baer Premier Focused Portfolio was launched on 24 Feb 2023. It has a 3-year track record.
Description
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