Globe value Portfolio aims at investing in blue chips with a smaller portion in midcaps and small caps. The portfolio is designed with short to medium term perspective with Moderate risk.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Globe Capital Market Ltd Value | 0.62% | 3.31% | 1.58% | 6.88% | 10.63% | 21.67% | 20.86% | - | 16.92% |
| S&P BSE 500 TRI | -0.24% | 5.02% | 1.63% | 7.63% | 11.63% | 16.39% | 16.81% | - | 14.31% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | |
| Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Dec 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
