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Value at Risk (VaR)

Value at Risk (VaR) estimates the maximum loss a portfolio is expected to suffer over a defined time horizon at a given confidence level under normal market conditions. Notation: '1-day 95% VaR of Rs.2 lakh' means there is a 95% probability

Glossary

Value at Risk (VaR) estimates the maximum loss a portfolio is expected to suffer over a defined time horizon at a given confidence level under normal market conditions.

Notation: '1-day 95% VaR of Rs.2 lakh' means there is a 95% probability the daily loss will not exceed Rs.2 lakh - and a 5% probability it will be worse. Three methods: historical simulation, variance-covariance, and Monte Carlo.

Example: An equity portfolio worth Rs.1 crore with 95% confidence 1-day VaR of Rs.3 lakh means: on a normal day, losses should stay under Rs.3 lakh; on roughly 1 in 20 trading days, they will exceed it.

When to use: Setting position limits, computing margin requirements, regulatory capital calculations (Basel III for banks), and risk-budgeting in multi-asset portfolios. Do not use VaR in isolation - it says nothing about how bad the loss is when the threshold is breached.

SEBI caveat: VaR assumes normal distributions and historical data repeats - both assumptions break in crashes (2008, March 2020). Always pair with Stress Test results and Downside Deviation. VaR is a regulatory tool, not a guarantee.

Related: Stress Test, Downside Deviation, Standard Deviation, Maximum Drawdown.

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Adjacent surfaces

MethodologyHow every metric cited above is derived.GlossaryPlain-language definitions for the terms used.ToolkitWhere these ideas become inputs in calculators.

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