Globe Capital Market PMS strategies
Globe Capital Market runs 2 portfolio management strategies listed with APMI, managing ₹1,466 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Value Driven Approach | Equity | Yashpal Mendiratta | ₹1,192 Cr | +13.28% | +1.20 pts | — | ₹50 Lakhs | Aug 2026 |
| Globe Arbitrage/Special Situation | Equity | Yashpal Mendiratta | ₹273 Cr | +12.06% | -0.02 pts | — | ₹50 Lakhs | Aug 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS