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 | -6.65% | -8.32% | -2.09% | 5.49% | 3.37% | 18.93% | 19.54% | - | 3.76% |
| S&P BSE 500 TRI | -3.34% | -2.64% | 0.98% | 7.74% | 8.72% | 16.39% | 16.43% | 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 31st Jan 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
