- Manager
- Julius Baer Wealth Advisors India
- Service
- Discretionary
- Asset class
- Multi-asset
Julius Baer All Weather Portfolio Plus
+2.37%
1-year return
Benchmark NIFTYMULTI1 +3.12% · to 30 Sep 2026
Julius Baer Wealth Advisors India’s Julius Baer All Weather Portfolio Plus returned 2.37% over the year to 30 Sep 2026, against 3.12% for its benchmark, the NIFTYMULTI1. It managed ₹15.77 crore across its clients.
Key numbers
- AUM
- ₹15.77 Cr
- Benchmark
- NIFTYMULTI1
- Turnover, past year
- 0.88×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTYMULTI1 | Difference |
|---|---|---|---|
| 1 month | −4.69% | −2.65% | −2.04% |
| 3 months | −2.42% | −0.75% | −1.67% |
| 6 months | +6.62% | +6.55% | +0.07% |
| 1 year | +2.37% | +3.12% | −0.75% |
| 2 years | +2.26% | +2.85% | −0.59% |
| 3 years | +9.73% | +9.81% | −0.08% |
| Since inception | +11.47% | +11.59% | −0.12% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Mutual funds88.65%₹13.98 Cr
- Listed equity10.15%₹1.60 Cr
- Cash and other1.20%₹0.19 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹5.31 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.88×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Julius Baer All Weather Portfolio Plus returned?
2.37% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.69%; 3 months: −2.42%; 6 months: 6.62%; 1 year: 2.37%; 2 years: 2.26%; 3 years: 9.73%; Since inception: 11.47%.
How has it done against its benchmark?
Its benchmark, the NIFTYMULTI1, returned 3.12% over the year, so the strategy was 0.75 percentage points behind.
How much does Julius Baer All Weather Portfolio Plus manage?
₹15.77 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Julius Baer All Weather Portfolio Plus?
Julius Baer Wealth Advisors India, a SEBI-registered portfolio manager (INP000007012), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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