APMI

Value Driven Approach

Investment Approach Details

₹1145.01

(AUM CR)

PMS Provider Name

Globe Capital Market Ltd

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Derivatives,Equity

Date Of Inception

26/10/2007

Age

17.0 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

Globe Value portfolio aims at investing in stocks that have good value & future growth prospects, can benefit from earnings growth, re-rating of business or sector and changes in macro & micro fundamentals. It is a multi-cap strategy with active management and use of various derivatives like future & options on the underlying / index with a view to optimize the yield of the portfolio.

The strategy also identifies various special situations in the market and tries to extract profit from them using a strategy which is market neutral.

Fund Manager Details


Yashpal Mendiratta
Work Exp. NA
Email ID ymendiratta@globecapital.com
Mobile No NA
Details NA


Parashuram Prasad
Work Exp. NA
Email ID parashuramprasad@globecapital.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

209.20

1 Year Turnover

3275.12