Julius Baer India Premier Opportunities Portfolio
Julius Baer India Premier Opportunities Portfolio is a Equity Portfolio Management Service launched by Julius Baer Wealth Advisors (India) Private Limited on August 2021. Managed by Nitin Raheja, the fund holds ₹326 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 4.82% (1Y), 14.95% CAGR (3Y), 13.17% since inception. Performance data as of July 2026.
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Julius Baer India Premier Opportunities Portfolio
Julius Baer Wealth Advisors (India) Private Limited
326.49 CR AUM
Julius Baer India Premier Opportunities Portfolio
Julius Baer Wealth Advisors (India) Private Limited
326.49 CR AUM
BSE 500 TRI
Benchmark
4yr 10mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
4yr 10mo
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 the medium to long term by investing in high growth companies using a top down bottom up approach.
How has Julius Baer India Premier Opportunities Portfolio performed?
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1M IA return
4.69%
1M benchmark return
1.73%
Alpha
2.96%
1M Wealth multiple
1.05x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
4.69%
1M benchmark return
1.73%
Alpha
2.96%
1M Wealth multiple
1.05x
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