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

Julius Baer Wealth Advisors (India) Private Limited is a SEBI-registered portfolio manager running 10 strategies in our tracker, holding ₹10,424 Cr in aggregate AUM. Every one of them is listed below with its 3-year annualised return, as on 30 Jun 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.

All 10 strategies from Julius Baer Wealth Advisors (India) Private Limited

• Julius Baer Non Discretionary PortfolioHybrid₹9,623 CrAUM11.6%3Y
• Julius Baer India Premier Opportunities Portfolio₹326 CrAUM14.9%3Y
• Julius Baer Premier Focused Portfolio₹151 CrAUM13.9%3Y
• Julius Baer Non-Discretionary Portfolio-Large Value StrategyHybrid₹143 CrAUM—3Y
• Julius Baer India Flexi Index Portfolio₹86 CrAUM11.2%3Y
• Julius Baer India Select PortfolioHybrid₹52 CrAUM—3Y
• Julius Baer India Equity Opportunities Portfolio₹23 CrAUM—3Y
• Julius Baer All Weather Portfolio- PlusHybrid₹15 CrAUM12.1%3Y
• Julius Baer All Weather Portfolio- CoreHybrid₹4 CrAUM12.2%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 30 Jun 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.