Strategy performance
Across sectors for long term returns with active management using buy and hold, special situations and derivatives
GLOBE CAPITAL MARKET Limited. · AUM ₹1,478 Cr · as of Aug 2026
Our read
₹100 grew to ₹249.9 since inception (+18.1% CAGR), with a max drawdown of −27.5%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+13.1%
Since inception
+18.1%
Max drawdown
−27.5%
Volatility
+19.4%
Peer position
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Performance
Across sectors for long term returns with active management using buy and hold, special situations and derivatives₹249.9Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −6.2% | −0.7% | −18.1% | +24.2% | +1.2% | +2.8% | +1.7% | +0.2% | +0.3% | ||||
| 2025 | −5.0% | −11.7% | +5.4% | +6.9% | +4.9% | −2.7% | −2.9% | +4.5% | +4.7% | −2.3% | +1.2% | +1.3% | |
| 2024 | +7.1% | +1.1% | 0.0% | +7.6% | +0.2% | +4.2% | +2.9% | −0.3% | +0.2% | −4.8% | +1.1% | −2.3% | +17.6% |
| 2023 | +0.4% | −2.7% | −0.6% | +5.2% | +3.0% | +4.5% | +6.3% | +3.3% | +4.1% | −2.3% | +8.2% | +6.5% | +41.7% |
| 2022 | +1.8% | −6.1% | +3.4% | +3.2% | −4.8% | −3.4% | +4.4% | +5.1% | −2.9% | +4.7% | +5.0% | −0.8% | +9.0% |
| 2021 | +12.4% | −0.4% | +3.7% | +4.2% | +6.6% | +4.3% | −3.4% | +3.2% | −0.7% | −2.5% | +4.3% | +35.5% |
Metrics
Tearsheet- 1M return
- +0.2%
- 3M return
- +4.7%
- 6M return
- +7.7%
- 1Y return
- +8.6%
- 2Y CAGR
- −2.3%
- 3Y CAGR
- +13.1%
- 5Y CAGR
- +13.2%
- Since-inception CAGR
- +18.1%
- Total return
- +149.9%
- Average month
- +1.5%
- Median month
- +1.7%
- Average up month
- +4.5%
- Best month
- +24.2%
- Best rolling 12M
- +61.5%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Aug 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Across sectors for long term returns with active management using buy and hold, special situations and derivatives performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Across sectors for long term returns with active management using buy and hold, special situations and derivatives performed?
- Across sectors for long term returns with active management using buy and hold, special situations and derivatives (GLOBE CAPITAL MARKET Limited.) shows CAGR 18.12% and max drawdown -27.49% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Across sectors for long term returns with active management using buy and hold, special situations and derivatives CAGR / max drawdown?
- CAGR is 18.12%; max drawdown is -27.49%. We only publish CAGR when there are enough months (≥12 on this track of 66 months). Learn more
- Where do Across sectors for long term returns with active management using buy and hold, special situations and derivatives returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Across sectors for long term returns with active management using buy and hold, special situations and derivatives?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more