IA Insight Report
IA Insight REPORT

Julius Baer Premier Focused Portfolio

Investment Approach Details

₹110.64

(AUM CR)
   

Julius Baer Wealth Advisors (India) Private Limited

S&P BSE 500 TRI

Equity

Equity

24/02/2023

2.1 Years

5000000

NA

NA

NA

   

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

NA

nitin.raheja@juliusbaer.com

NA

NA

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 28/02/2025

0.04

0.97