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 ₹11,908 Cr in aggregate AUM. Every one of them is listed below with its 3-year annualised return, as on 31 Jul 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₹11,101 CrAUM11.1%3Y
• Julius Baer India Premier Opportunities Portfolio₹326 CrAUM13.3%3Y
• Julius Baer Premier Focused Portfolio₹153 CrAUM13.0%3Y
• Julius Baer Non-Discretionary Portfolio-Large Value StrategyHybrid₹146 CrAUM—3Y
• Julius Baer India Flexi Index Portfolio₹88 CrAUM10.7%3Y
• Julius Baer India Select PortfolioHybrid₹53 CrAUM—3Y
• Julius Baer India Equity Opportunities Portfolio₹22 CrAUM—3Y
• Julius Baer All Weather Portfolio- PlusHybrid₹15 CrAUM11.7%3Y
• Julius Baer All Weather Portfolio- CoreHybrid₹4 CrAUM11.7%3Y
• Julius Baer India Mid and Small Cap Opportunities Portfolio₹1 CrAUM—3Y
• Julius Baer India Liquid PortfolioHybrid₹0 CrAUM—3Y

Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 31 Jul 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.