Value Research Fund Style

Do you think that a qualitative description is better than hard numbers? If you feel this way, we have made things easier for you by giving you a snapshot of your fund, worth more than a thousand numbers. This snapshot is the Value Research Fund Style (VRFS). The collection of a number of stocks in a fund's portfolio gives it a distinct style. By understanding the characteristics of this portfolio we can conclude how the fund will behave. One way of doing this is by looking at individual parameters such as the fund's P/E ratio, P/B ratio, market capitalisation, etc. The problem with these measures is that they are absolute. In order to get an idea of what they mean, we need to draw a comparison. Thi

This article was originally published on July 23, 2019.