APMI

Julius Baer Premier Focused Portfolio

Investment Approach Details

₹128.22

(AUM CR)

PMS Provider Name

Julius Baer Wealth Advisors (India) Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

24/02/2023

Age

2.8 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

To generate capital appreciation over the medium to long term by investing in a concentrated portfolio of high growth companies using a top down - bottom up approach.

Fund Manager Details


Nitin Raheja
Work Exp. NA
Email ID nitin.raheja@juliusbaer.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.03

1 Year Turnover

1.44