JULIUS BAER INDIA PREMIER OPPORTUNITIES PORTFOLIO
JULIUS BAER PREMIER FOCUSED PORTFOLIO
JULIUS BAER INDIA SELECT PORTFOLIO
JULIUS BAER INDIA EQUITY OPPORTUNITIES PORTFOLIO
JULIUS BAER ALL WEATHER PORTFOLIO PLUS
JULIUS BAER INDIA MID AND SMALL OPPORTUNITIES PORTFOLIO
© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 Month | −5.4% | −6.0% | +0.6% |
| 3 Months | −3.9% | −4.9% | +1.0% |
| 6 Months | +6.7% | +2.1% | +4.6% |
| 1 Year | −2.5% | −7.1% | +4.6% |
|---|
| 2 Years | −4.8% | −5.3% | +0.5% |
|---|
| 3 Years (CAGR) | +8.2% | +6.1% | +2.1% |
|---|
| 4 Years (CAGR) | 0.0% | +8.5% | −8.5% |
|---|
| 5 Years (CAGR) | 0.0% | +6.4% | −6.4% |
|---|
| Since launch | +11.1% | +10.5% | +0.6% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 7-month window · Source: Computed from NAV history
Maximum drawdown: 15.2%
Julius Baer Wealth Advisors’s story and investment philosophy are on the Julius Baer Wealth Advisors firm page.
Registration No
INP000007012
Fund Manager
Mr.Nitin Raheja
Principal Officer
Mr.Nitin Raheja
Inflow
₹0.00 Cr
Outflow
₹9.37 Cr
Net
₹-9.37 Cr
Not reported — complaint data for this strategy isn't available yet.
Share a few details and our team will walk you through the next steps.
Be the first to discuss JULIUS BAER INDIA FLEXI INDEX PORTFOLIO — share your research, ask questions, or compare notes with other investors.
