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Value Driven Approach

Value Driven Approach is a Equity Portfolio Management Service launched by Globe Capital Market Ltd on October 2007. Managed by Yashpal Mendiratta, the fund holds ₹1210 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 0.01% (1Y), 16.66% CAGR (3Y), 14.15% since inception. Performance data as of July 2026.

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Value Driven Approach

Globe Capital Market Ltd

1,209.54 CR AUM

Value Driven Approach

Value Driven Approach

Globe Capital Market Ltd

1,209.54 CR AUM

BSE 500 TRI
Benchmark
18yr 8mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
18yr 8mo
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 Value portfolio aims at investing in stocks that have good value & future growth prospects, can benefit from earnings growth, re-rating of business or sector and changes in macro & micro fundamentals. It is a multi-cap strategy with active management and use of various derivatives like future & options on the underlying / index with a view to optimize the yield of the portfolio.

The strategy also identifies various special situations in the market and tries to extract profit from them using a strategy which is market neutral.

How has Value Driven Approach performed?

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1M IA return
2.56%
1M benchmark return
1.73%
Alpha
0.83%
1M Wealth multiple
1.03x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
2.56%
1M benchmark return
1.73%
Alpha
0.83%
1M Wealth multiple
1.03x

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