JULIUS BAER INDIA LIQUID PORTFOLIO

Q: How has Julius Baer Wealth Advisors India Private Limited performed?

Julius Baer Wealth Advisors India Private Limited PMS performance on Know Your PMS is shown as standardized strategy scorecards from SEBI month-end TWRR filings — including CAGR, max drawdown, and risk-adjusted metrics when enough months are reported. Latest available filing month on Know Your PMS is Aug_2026.

Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.

As of Sep_202625 months filedBM: CRISIL Composite Bond Fund IndexBM: CRISILCOMPOSITEBONDBM: Benchmark

Strategy page

Question 2

Where do Julius Baer Wealth Advisors India Private Limited returns come from?

Accepted Answer

Returns are derived from SEBI-disclosed monthly 1M TWRR filings for listed strategies. Know Your PMS does not invent zeros for unfiled months. Latest available filing month on Know Your PMS is Aug_2026.

Question 3

How many Julius Baer Wealth Advisors India Private Limited strategies are listed?

Accepted Answer

12 strategies are currently listed for this PMS provider on Know Your PMS.

Question 4

How do I compare a Julius Baer Wealth Advisors India Private Limited PMS with others?

Accepted Answer

Open a Julius Baer Wealth Advisors India Private Limited strategy and check the filing month and how long the track is. CAGR needs at least 12 filed months. Add two to four strategies on Compare, on the same month, then export a pack. Know Your PMS is research only.

	JAN	FEB	MAR	APR	MAY	JUN	JUL	AUG	SEP	OCT	NOV	DEC	YTD
2026	0.11%	0.23%	0.32%	0.40%	0.33%	0.39%	0.43%	0.31%	-8.21%	–	–	–	-5.87%
2025	0.52%	0.45%	0.43%	0.44%	0.40%	0.38%	0.40%	0.39%	0.40%	0.35%	0.11%	0.36%	4.73%
2024	–	–	–	–	–	–	–	–	0.00%	0.49%	0.47%	0.54%	1.51%

JULIUS BAER INDIA LIQUID PORTFOLIO

Monthly returns

Worst drawdown episodes

Consistency (monthly)