Julius Baer India Select Portfolio
Julius Baer India Select Portfolio is a Multi_asset Portfolio Management Service launched by Julius Baer Wealth Advisors (India) Private Limited on January 2024. Managed by Vinay Agnani, the fund holds ₹52 Cr in AUM and benchmarks against NSE Multi Asset Index 1. Minimum investment is ₹5000000 lakh. Trailing returns: 12.06% (1Y), 13.7% since inception. Performance data as of July 2026.
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Julius Baer India Select Portfolio
Julius Baer Wealth Advisors (India) Private Limited
52.29 CR AUM
Julius Baer India Select Portfolio
Julius Baer Wealth Advisors (India) Private Limited
52.29 CR AUM
NSE Multi Asset Index 1
Benchmark
2yr 6mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
NSE Multi Asset Index 1
Benchmark
2yr 6mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
vinay agnani
Fund Manager
MULTI_ASSETStrategies
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 using strategic asset allocation combined with tactical overlay across asset classes
How has Julius Baer India Select Portfolio performed?
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1M IA return
-0.04%
1M benchmark return
1.49%
Alpha
-1.53%
1M Wealth multiple
1.00x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
-0.04%
1M benchmark return
1.49%
Alpha
-1.53%
1M Wealth multiple
1.00x
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