- Manager
- Julius Baer Wealth Advisors India
- Service
- Discretionary
- Asset class
- Equity
Julius Baer Premier Focused Portfolio
+6.13%
1-year return
Benchmark BSE500(TRI) −2.33% · to 30 Sep 2026
Julius Baer Wealth Advisors India’s Julius Baer Premier Focused Portfolio returned 6.13% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500(TRI). It managed ₹149 crore across its clients.
Key numbers
- AUM
- ₹149 Cr
- Benchmark
- BSE500(TRI)
- Turnover, past year
- 0.62×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500(TRI) | Difference |
|---|---|---|---|
| 1 month | −5.17% | −5.57% | +0.40% |
| 3 months | −1.63% | −3.59% | +1.96% |
| 6 months | +13.73% | +8.07% | +5.66% |
| 1 year | +6.13% | −2.33% | +8.46% |
| 2 years | −0.97% | −3.93% | +2.96% |
| 3 years | +11.05% | +9.20% | +1.85% |
| Since inception | +14.67% | +12.75% | +1.92% |
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 equity98.10%₹146 Cr
- Cash and other1.91%₹2.83 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- −₹0.01 Cr
- Net, FY to date
- −₹15.92 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 0.62×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Julius Baer Premier Focused Portfolio returned?
6.13% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.17%; 3 months: −1.63%; 6 months: 13.73%; 1 year: 6.13%; 2 years: −0.97%; 3 years: 11.05%; Since inception: 14.67%.
How has it done against its benchmark?
Its benchmark, the BSE500(TRI), returned −2.33% over the year, so the strategy was 8.46 percentage points ahead.
How much does Julius Baer Premier Focused Portfolio manage?
₹149 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 Premier Focused 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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app