- Manager
- Julius Baer Wealth Advisors India
- Service
- Discretionary
- Asset class
- Equity
Julius Baer India Premier Opportunities Portfolio
+4.95%
1-year return
Benchmark BSE500(TRI) −2.33% · to 30 Sep 2026
Julius Baer Wealth Advisors India’s Julius Baer India Premier Opportunities Portfolio returned 4.95% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500(TRI). It managed ₹326 crore across its clients.
Key numbers
- AUM
- ₹326 Cr
- Benchmark
- BSE500(TRI)
- Turnover, past year
- 0.42×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500(TRI) | Difference |
|---|---|---|---|
| 1 month | −5.12% | −5.57% | +0.45% |
| 3 months | −2.49% | −3.59% | +1.10% |
| 6 months | +12.51% | +8.07% | +4.44% |
| 1 year | +4.95% | −2.33% | +7.28% |
| 2 years | −0.94% | −3.93% | +2.99% |
| 3 years | +10.55% | +9.20% | +1.35% |
| 4 years | +14.44% | +11.22% | +3.22% |
| 5 years | +11.35% | +8.91% | +2.44% |
| Since inception | +11.93% | +10.14% | +1.79% |
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
- Listed equity97.48%₹318 Cr
- Cash and other2.52%₹8.23 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹17.76 Cr
- Outflow, Sep 2026
- ₹1.94 Cr
- Net, Sep 2026
- ₹15.82 Cr
- Net, FY to date
- ₹18.01 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 0.42×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Julius Baer India Premier Opportunities Portfolio returned?
4.95% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.12%; 3 months: −2.49%; 6 months: 12.51%; 1 year: 4.95%; 2 years: −0.94%; 3 years: 10.55%; 4 years: 14.44%; 5 years: 11.35%; Since inception: 11.93%.
How has it done against its benchmark?
Its benchmark, the BSE500(TRI), returned −2.33% over the year, so the strategy was 7.28 percentage points ahead.
How much does Julius Baer India Premier Opportunities Portfolio manage?
₹326 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 India Premier Opportunities Portfolio?
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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