Ch.10 · Benchmarks and Performance Evaluation · medium

What is the 'value' investment factor and how are value funds positioned on the risk-return spectrum?

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EXPLANATION

Value investing (Benjamin Graham, Warren Buffett) targets stocks trading below their intrinsic or book value — typically low P/E, low P/B stocks. These may be temporarily out of favour. The risk is the 'value trap' — stocks that appear cheap but keep falling due to fundamental deterioration. When re-rating occurs, returns can be significant. SEBI categorises value funds as an equity scheme.

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