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 | 0.04% | 4.21% | 7.82% | 8.41% | 0.37% | 13.28% | 15.56% | 15.31% | 14.00% |
| S&P BSE 500 TRI | -0.09% | 3.86% | 1.43% | 4.72% | -0.11% | 12.08% | 10.90% | 13.31% | 11.23% |
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 Aug 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
