IA Insight Report
IA Insight REPORT

Julius Baer India Mid and Small Cap Opportunities Portfolio

Investment Approach Details

₹0.50

(AUM CR)
   

Julius Baer Wealth Advisors (India) Private Limited

BSE 500 TRI

Equity

Equity

23/07/2026

0 Months

5000000

NA

NA

Upto 12 months -2% More than 12 months and upto 24 months - 1% More than 24 months - Nil

   

To generate capital appreciation over the medium to long term by investing in high growth mid and small cap companies using a top-down bottom-up approach.

Fund Manager Details

Nitin Raheja

NA

nitin.raheja@juliusbaer.com

NA

NA

No Image

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/07/2026

NA

NA