IA Insight Report
IA Insight REPORT

Julius Baer India Equity Opportunities Portfolio

Investment Approach Details

₹6.31

(AUM CR)
   

Julius Baer Wealth Advisors (India) Private Limited

S&P BSE 500 TRI

Equity

Equity

31/05/2024

3 Months

5000000

NA

NA

NA

   

To generate capital appreciation over medium to long term by investing in a combination of equities and mutual funds/ETFs

Fund Manager Details

Nitin Raheja

No Image

NA

nitin.raheja@juliusbaer.com

NA

NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/07/2024

0.72

NA