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Julius Baer India Flexi Index Portfolio
Julius Baer Wealth Advisors (India) Private Limited
92.01 CR AUM
Julius Baer India Flexi Index Portfolio
Julius Baer Wealth Advisors (India) Private Limited
92.01 CR AUM
Nifty 50 TRI
Benchmark
3yr 1mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
3yr 1mo
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.
Purpose
To generate capital appreciation over medium to long term using a prudent mix of equity index funds & ETFs
Investment Approach v/s Benchmark Metrics
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1M IA return
-11.95%
1M benchmark return
-11.30%
Alpha
-0.65%
1M Wealth multiple
0.88x
Investment Approach v/s Benchmark Performance
2026
2026
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Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
-11.95%
1M benchmark return
-11.30%
Alpha
-0.65%
1M Wealth multiple
0.88x
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