Tata Aggressive Hybrid Fund
Ticker: mf12715
Decent
68/100
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Business Overview
Tata Aggressive Hybrid Fund is a well-structured mutual fund designed for investors seeking a balanced approach to growth and stability. By investing in a mix of equities and fixed-income securities, it aims to provide capital appreciation while managing risk. This fund is ideal for those looking to invest for the long term, benefiting from market growth while having a safety net. With professional management and a focus on diversified investments, it stands out as a reliable choice for wealth creation.
- Balanced investment in equities and debt
- Ideal for long-term growth seekers
- Managed by experienced professionals
- Focus on capital appreciation with risk management
- Diversified portfolio for stability
Investment Thesis
Tata Aggressive Hybrid Fund stands out due to its strong promoter credibility, robust growth potential in digital services, and attractive valuation compared to peers. This combination positions the fund as a compelling investment opportunity for retail investors seeking stability and growth.
- Strong backing from the Tata Group, ensuring trust and reliability.
- Significant growth potential in the digital services sector, driving future returns.
- Attractive valuation metrics compared to industry peers, presenting a buying opportunity.
- Diversified portfolio reduces risk while aiming for capital appreciation.
- Consistent historical performance enhances investor confidence.
Opportunity vs Risk
Opportunities
- Diversified exposure to equity and debt
- Potential for higher returns
- Tax benefits on long-term gains
- Suitable for risk-averse investors
Risks ⚠️
- Market volatility may affect returns
- Interest rate changes impact debt portion
- Management fees reduce overall gains
- Not suitable for short-term investors
📊 Stock Investment Checklist (100 Points)
Tata Aggressive Hybrid Fund • Updated: 2025-09-29 16:24:15
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10BusinessHighThe fund is positioned in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, but OCF shows some volatility.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is strong, but there are some concerns regarding pledging.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Tata Aggressive Hybrid Fund shows decent potential with a solid growth trajectory, but investors should be cautious of valuation and execution risks.