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Globe Arbitrage/Special Situation

Globe Arbitrage/Special Situation is a Equity Portfolio Management Service launched by Globe Capital Market Ltd on January 2008. Managed by Yashpal Mendiratta, the fund holds ₹251 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 7.3% (1Y), 12.91% CAGR (3Y), 14.16% since inception. Performance data as of July 2026.

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Globe Arbitrage/Special Situation

Globe Capital Market Ltd

250.52 CR AUM

Globe Arbitrage/Special Situation

Globe Arbitrage/Special Situation

Globe Capital Market Ltd

250.52 CR AUM

BSE 500 TRI
Benchmark
18yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
18yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

yashpal mendiratta

Fund Manager
EQUITYStrategies
Fund manager

parashuram prasad

Fund Manager
EQUITYStrategies

He has over 15 years of experience in fundamental equity research and fund management in Indian capital market and has spent over 13 years with Globe PMS. He holds ab MBA (Finance) and a Bachelor's degree in Chemistry. He prefers a 'bottom-up strategy' while picking stocks. He has a strong quantitative aptitude and has enhanced the team's strategic and tactical asset allocation decision making process. He has a keen eye for picking stocks that have strong financials and earnings growth. He focuses on companies with robust competitive advantages in both terms qualitative and quantitative. He does not believe in the theory of timing the market rather his philosophy is to invest in the right stock rather than wait for the right time.

He has over 15 years of experience in fundamental equity research and fund management in Indian capital market and has spent over 13 years with Globe PMS. He holds ab MBA (Finance) and a Bachelor's degree in Chemistry. He prefers a 'bottom-up strategy' while picking stocks. He has a strong quantitative aptitude and has enhanced the team's strategic and tactical asset allocation decision making process. He has a keen eye for picking stocks that have strong financials and earnings growth. He focuses on companies with robust competitive advantages in both terms qualitative and quantitative. He does not believe in the theory of timing the market rather his philosophy is to invest in the right stock rather than wait for the right time.
1OF2

What is this fund's investment objective?

Globe Arbitrage Strategy aims at investing in low risk strategies based on arbitrage opportunities. It also aims at investing in various special situations in the market, based on corporate events and actions, which offer unique opportunities to earn an additional return without having to take on additional risk. The strategy would make use of equity and derivatives to augment returns in a relatively lower risk manner and to

hedge against abnormal markets movements

How has Globe Arbitrage/Special Situation performed?

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Wealth Creation Calculator

1M IA return
20.53%
1M benchmark return
10.38%
Alpha
10.15%
1M Wealth multiple
1.21x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
20.53%
1M benchmark return
10.38%
Alpha
10.15%
1M Wealth multiple
1.21x

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