Globe Value Driven Approach

Scheme Rating

IME Scheme Rating

The Scheme does not meet our selection criteria at this time

Not a recommended fund: This is not a recommended fund, primarily because the AMC does not meet our selection criteria. We believe that there are better fund houses to invest in, within the Indian mutual fund universe.

IME Strategy Rating

Multicap Strategy: Globe value Portfolio aims at investing in blue chips with a smaller portion in midcaps and small caps. The portfolio is designed with a short to medium-term perspective with Moderate risk.

PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).

IME View on Globe Value Driven Approach

Type: Flexi Cap | Value | AUM (1159.7 cr) | Inc Date (26 Oct 2007)

Globe Capital Value- Investment Strategy

Global Capital Value is a multi-cap strategy with a focus on small-cap and the use of derivatives.

Trailing Performance

1yr 3yr 5yr Since Inception
Globe Value Driven Approach 53.5 31 32.1 28.4
S&P BSE 500 TRI 38.3 20 20 0
Alpha over Broad Mkt BM 15.2 11 12.1 28.4
Nifty 500 37.3 18.7 18.5
Alpha over Category BM 16.2 12.3 13.6

Performance as of: 30-Jun-24 | Inception Date: 26-Oct-07

Fund Managers

Ajay Khandelwal | 4-star rated FM

Head – PMS

Ajay Khandelwal has 25 years of experience in the Indian Capital Markets. He enjoys a record of picking multi-baggers without making a compromise on the quality of management while choosing an investment.

Fee Structure

Fee StructureFee
Fixed Fee Structure2.5
Variable Fee Structures1% fixed + 10-20% above 10% hurdle
Exit Fees1yr (3%), 2yr (2%), 3yr (1%)


AMC: Globe PMS (click link for detailed AMC review)

Not a recommended AMC: Without the backing of either a strong financial services group or a strong fund manager, we do not recommend Globe Capital PMS for investments.

Globe PMS does not meet our criteria for PMS AMC Selection at this time. Understand our AMC rating criteria at AMC Rating Criteria or contact us via the LiveChat to learn more.