APMI

(AUM CR)

PMS Provider Name

Julius Baer Wealth Advisors (India) Private Limited

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

08/03/2023

Age

1.1 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

To generate capital appreciation over medium to long term using a prudent mix of equity index funds & ETFs

1 Month Turnover

0.07

1 Year Turnover

1.90