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 | -2.40% | 7.70% | 6.23% | 3.75% | 14.24% | 20.88% | 23.23% | ND% | 17.19% |
| S&P BSE 500 TRI | 0.96% | 6.57% | 5.62% | 6.27% | 16.16% | 15.25% | 18.61% | ND% | 14.85% |
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 30 Nov 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
