Julius Baer Premier Focused Portfolio
Julius Baer Premier Focused Portfolio is a Equity Portfolio Management Service launched by Julius Baer Wealth Advisors (India) Private Limited on February 2023. Managed by Nitin Raheja, the fund holds ₹151 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 4.52% (1Y), 13.92% CAGR (3Y), 16.43% since inception. Performance data as of July 2026.
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Julius Baer Premier Focused Portfolio
Julius Baer Wealth Advisors (India) Private Limited
151.07 CR AUM
Julius Baer Premier Focused Portfolio
Julius Baer Wealth Advisors (India) Private Limited
151.07 CR AUM
BSE 500 TRI
Benchmark
3yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
3yr 4mo
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 a concentrated portfolio of high growth companies using a top down - bottom up approach.
How has Julius Baer Premier Focused Portfolio performed?
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1M IA return
4.75%
1M benchmark return
1.73%
Alpha
3.02%
1M Wealth multiple
1.05x
How has this fund performed vs its benchmark?
2026
2026
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1M IA return
4.75%
1M benchmark return
1.73%
Alpha
3.02%
1M Wealth multiple
1.05x
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