Julius Baer Wealth Advisors (India) Private Limited — PMS strategies

Julius Baer Wealth Advisors (India) Private Limited is a SEBI-registered portfolio manager running 11 strategies in our tracker, holding ₹12,419 Cr in aggregate AUM across the 10 that publish a figure. Every one of them is listed below with its 3-year annualised return, as on 30 Sep 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.

All 11 strategies from Julius Baer Wealth Advisors (India) Private Limited

• Julius Baer Non Discretionary PortfolioHybrid₹10,257 CrAUM9.5%3Y
• Julius Baer Non-Discretionary Portfolio-Large Value StrategyHybrid₹1,537 CrAUM—3Y
• Julius Baer India Premier Opportunities Portfolio₹326 CrAUM10.6%3Y
• Julius Baer Premier Focused Portfolio₹149 CrAUM11.1%3Y
• Julius Baer India Flexi Index Portfolio₹73 CrAUM8.2%3Y
• Julius Baer India Select PortfolioHybrid₹30 CrAUM—3Y
• Julius Baer India Equity Opportunities Portfolio₹21 CrAUM—3Y
• Julius Baer All Weather Portfolio- PlusHybrid₹16 CrAUM9.7%3Y
• Julius Baer India Mid and Small Cap Opportunities Portfolio₹7 CrAUM—3Y
• Julius Baer All Weather Portfolio- CoreHybrid₹2 CrAUM9.9%3Y
• Julius Baer India Liquid PortfolioHybrid—AUM—3Y

Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Sep 2026. Alpha is return minus S&P BSE 500 TRI for the same window (shown where a like-for-like benchmark exists). Figures are sourced from disclosures and are not verified by SEBI. Past performance is not indicative of future returns. Minimum investment ₹50 lakh (SEBI mandate). This is not investment advice.