Julius Baer India Flexi Index Portfolio
Julius Baer India Flexi Index Portfolio is a Equity Portfolio Management Service launched by Julius Baer Wealth Advisors (India) Private Limited on March 2023. Managed by Vinay Agnani, the fund holds ₹86 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: -2.38% (1Y), 11.17% CAGR (3Y), 13.31% since inception. Performance data as of July 2026.
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Julius Baer India Flexi Index Portfolio
Julius Baer Wealth Advisors (India) Private Limited
86.24 CR AUM
Julius Baer India Flexi Index Portfolio
Julius Baer Wealth Advisors (India) Private Limited
86.24 CR AUM
Nifty 50 TRI
Benchmark
3yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
3yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
vinay agnani
Fund Manager
EQUITYStrategies
Vinay Agnani is a Portfolio Manager for Portfolio Management Services (PMS) at Julius Baer Wealth Advisors (India) Private Limited in Mumbai. He is an experienced investment advisor with a background in banking, previously working as a Product Manager for PMS at Julius Baer.
What is this fund's investment objective?
To generate capital appreciation over medium to long term using a prudent mix of equity index funds & ETFs
How has Julius Baer India Flexi Index Portfolio performed?
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1M IA return
2.11%
1M benchmark return
1.67%
Alpha
0.44%
1M Wealth multiple
1.02x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
2.11%
1M benchmark return
1.67%
Alpha
0.44%
1M Wealth multiple
1.02x
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