Tata Equity PE Fund follows a methodical strategy in its pursuit of value. This is because 70 per cent of its net assets have a lower trailing P/E ratio than the Sensex. However, it also uses other qualitative and quantitative factors to avoid value traps. It has had a checkered performance in the last five years, with some damage limitation since 2022. Since it follows a 'value' style of investing, investors should be prepared for volatile performance in the near-term and must pursue the fund with a long-term orientation. Reasons for recovery Among its top holdings, the fund has
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