GLOBE CAPITAL Value Portfolio PMS


Key Portfolio Attributes

Inception Date: 26th October, 2007

Fund Manager Name: Mr. Ajay Khandelwal

Fund Manager Experience: 25+ years in Indian Capital Markets

Fund Manager Qualification: Mr. Ajay holds a degree in management and has done B.Sc(H) in Physics.

Investment Objective

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.

Portfolio Strategy

• Active management
• Use of derivatives
• Majorly small cap holding




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return





Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 Oct 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.




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Do Not Simply Invest, Make Informed Decisions