Julius Baer India Equity Opportunities Portfolio
Julius Baer India Equity Opportunities Portfolio is a Equity Portfolio Management Service launched by Julius Baer Wealth Advisors (India) Private Limited on May 2024. Managed by Nitin Raheja, the fund holds ₹23 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a NA% fixed fee and NA% performance fee. Trailing returns: -3.21% (1Y), 5.53% since inception. Performance data as of July 2026.
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Julius Baer India Equity Opportunities Portfolio
Julius Baer Wealth Advisors (India) Private Limited
23.13 CR AUM
Julius Baer India Equity Opportunities Portfolio
Julius Baer Wealth Advisors (India) Private Limited
23.13 CR AUM
BSE 500 TRI
Benchmark
2yr 1mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
2yr 1mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
nitin raheja
Fund Manager
EQUITYStrategies
What is this fund's investment objective?
To generate capital appreciation over medium to long term by investing in a combination of equities and mutual funds/ETFs
How has Julius Baer India Equity Opportunities Portfolio performed?
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1M IA return
2.84%
1M benchmark return
1.73%
Alpha
1.11%
1M Wealth multiple
1.03x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
2.84%
1M benchmark return
1.73%
Alpha
1.11%
1M Wealth multiple
1.03x
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