Strategy performance
JULIUS BAER INDIA EQUITY OPPORTUNITIES PORTFOLIO
Julius Baer Wealth Advisors India Private Limited · AUM ₹22.1 Cr · as of Sep 2026
Our read
₹100 grew to ₹108.6 since inception (+3.5% CAGR), with a max drawdown of −18.2%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
+3.5%
Max drawdown
−18.2%
Volatility
+17.1%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
JULIUS BAER INDIA EQUITY OPPORTUNITIES PORTFOLIO₹108.6Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −4.5% | +0.6% | −12.4% | +11.6% | +1.6% | +2.8% | −0.9% | +2.0% | −4.7% | −5.5% | |||
| 2025 | −3.0% | −6.9% | +6.3% | +4.1% | +4.9% | +4.6% | −4.4% | −2.0% | +0.1% | +4.3% | +2.4% | −1.5% | +8.2% |
| 2024 | 0.0% | +7.5% | +4.1% | +2.0% | +2.8% | −6.3% | −2.2% | −1.2% | +6.3% |
Metrics
Tearsheet- 1M return
- −4.7%
- 3M return
- −3.7%
- 6M return
- +12.2%
- 1Y return
- −0.7%
- 2Y CAGR
- −3.8%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +3.5%
- Total return
- +8.6%
- Average month
- +0.4%
- Median month
- +0.6%
- Average up month
- +3.9%
- Best month
- +11.6%
- Best rolling 12M
- +15.1%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
JULIUS BAER INDIA EQUITY OPPORTUNITIES PORTFOLIO performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has JULIUS BAER INDIA EQUITY OPPORTUNITIES PORTFOLIO performed?
- JULIUS BAER INDIA EQUITY OPPORTUNITIES PORTFOLIO (Julius Baer Wealth Advisors India Private Limited) shows CAGR 3.49% and max drawdown -18.24% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is JULIUS BAER INDIA EQUITY OPPORTUNITIES PORTFOLIO CAGR / max drawdown?
- CAGR is 3.49%; max drawdown is -18.24%. We only publish CAGR when there are enough months (≥12 on this track of 29 months). Learn more
- Where do JULIUS BAER INDIA EQUITY OPPORTUNITIES PORTFOLIO returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite JULIUS BAER INDIA EQUITY OPPORTUNITIES PORTFOLIO?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more