Globe Capital Market Ltd • Equity
Value Driven Approach is an equity portfolio management service (PMS) strategy run by Globe Capital Market Ltd, launched on 26 Oct 2007. As of 30 Sep 2026, it manages ₹1,176 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +1.23% over 1 year, +11.00% over 3 years and +14.47% over 5 years (+13.03% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 1.80 percentage points ahead of its benchmark. Its 3-year return ranks 242nd of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Yashpal Mendiratta, Parashuram Prasad.
Ranked nearby on 3-year return: Lomg Alpha (+11.12%), Julius Baer Premier Focused Portfolio (+11.05%), Enam India Vision Portfolio (+10.99%), Invasset Growth Fund (+10.96%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -2.04% |
| 3 Months | -0.47% |
| 1 Year | +1.23% |
| 3 Years | +11.00% |
| 5 Years | +14.47% |
| Since Inception | +13.03% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callValue Driven Approach has a 1-year return of +1.23%, a 3-year return of +11.00%, a 5-year return of +14.47% and +13.03% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Value Driven Approach returned +14.47% against +8.90% for the BSE 500 TRI, 5.57 percentage points ahead. Over 3 years it returned +11.00% against +9.20%; Over 1 year it returned +1.23% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Value Driven Approach's 3-year return of +11.00% ranks 242nd as of 30 Sep 2026.
Value Driven Approach is managed by Yashpal Mendiratta, Parashuram Prasad at Globe Capital Market. The strategy manages ₹1,176 Cr of client assets as of 30 Sep 2026.
Value Driven Approach manages ₹1,176 Cr of client assets as of 30 Sep 2026.
The minimum investment for Value Driven Approach is ₹50 Lakhs.
Value Driven Approach was launched on 26 Oct 2007. It has an 18-year track record.
Description
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