Tata Aggressive Hybrid Fund (IDCW) is designed for investors seeking a balanced approach to wealth creation through a mix of equity and debt investments. Ideal for those with a moderate risk appetite, this fund aims to provide capital appreciation while managing volatility. With a focus on long-term growth, it offers a strategic blend of asset classes to optimize returns. The fund is managed by experienced professionals, ensuring informed investment decisions that align with market trends.

Balanced mix of equity and debt investments
Ideal for moderate risk investors
Focus on long-term capital appreciation
Managed by experienced professionals
Strategic asset allocation for optimized returns

Investment Thesis

Tata Aggressive Hybrid Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This fund offers a balanced approach to equity and debt, making it a compelling choice for investors seeking growth with stability.

Backed by Tata Group, known for its strong governance and reliability.
Significant growth potential in digital services sector, enhancing fund performance.
Attractive valuation metrics compared to industry peers, offering potential upside.
Hybrid strategy provides a balanced risk-return profile for investors.
Consistent track record of performance, instilling investor confidence.

Opportunity vs Risk

Opportunities

Diversified investment across asset classes
Potential for higher returns
Tax benefits on long-term gains
Professional fund management
Growing interest in hybrid funds

Risks ⚠️

Market volatility affects returns
Interest rate fluctuations
Management fees impact profits
Regulatory changes
Economic downturns may hurt performance

📊 Stock Investment Checklist (100 Points)

Tata Aggressive Hybrid Fund(IDCW) • Updated: 2025-10-01 07:22:08

10

Business
High

The fund is invested in a future-ready sector with a clear investment model.
10

Growth
High

Consistent revenue and profit growth observed over the past few years.
10

Profitability
High

ROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
8

Valuation
High

P/E and P/B ratios are competitive compared to peers.
7

Balance
High

Debt levels are manageable, with good liquidity and reserves.
6

Governance
Good

Promoter holding is strong, but some pledging exists.
5

Drivers
Good

Growth catalysts are present, but execution risks remain.
5

Technicals
Good

Market sentiment is neutral with moderate liquidity.

Final Score & Verdict

Score 66 / 100 • Decent

The Tata Aggressive Hybrid Fund shows decent potential with a balanced approach to growth and profitability, but attention should be paid to execution risks and governance issues.