- Manager
- Globe Capital Market
- Service
- Discretionary
- Asset class
- Equity
Across sectors for long term returns with active management using buy and hold, special situations and derivatives
+1.64%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Globe Capital Market’s Across sectors for long term returns with active management using buy and hold, special situations and derivatives returned 1.64% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹1,445 crore across its clients.
Key numbers
- AUM
- ₹1,445 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.49×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −2.22% | −5.57% | +3.35% |
| 3 months | −0.35% | −3.59% | +3.24% |
| 6 months | +28.69% | +8.07% | +20.62% |
| 1 year | +1.64% | −2.33% | +3.97% |
| 2 years | −0.70% | −3.93% | +3.23% |
| 3 years | +10.46% | +9.20% | +1.26% |
| 4 years | +16.58% | +11.21% | +5.37% |
| 5 years | +13.27% | +8.90% | +4.37% |
| Since inception | +13.35% | +9.63% | +3.72% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity78.50%₹1,134 Cr
- Cash and other18.09%₹261 Cr
- Mutual funds3.42%₹49.47 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹28.88 Cr
- Outflow, Sep 2026
- ₹28.82 Cr
- Net, Sep 2026
- ₹0.06 Cr
- Net, FY to date
- −₹35.23 Cr
- Turnover, month
- 0.07×
- Turnover, past year
- 1.49×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Across sectors for long term returns with active management using buy and hold, special situations and derivatives returned?
1.64% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.22%; 3 months: −0.35%; 6 months: 28.69%; 1 year: 1.64%; 2 years: −0.70%; 3 years: 10.46%; 4 years: 16.58%; 5 years: 13.27%; Since inception: 13.35%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 3.97 percentage points ahead.
How much does Across sectors for long term returns with active management using buy and hold, special situations and derivatives manage?
₹1,445 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Across sectors for long term returns with active management using buy and hold, special situations and derivatives?
Globe Capital Market, a SEBI-registered portfolio manager (INP000002361), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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