JM Aggressive Hybrid Fund(A-IDCW)
Ticker: mf16201
Decent
68/100
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JM Aggressive Hybrid Fund(IDCW)
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HDFC Dynamic Debt Fund(H-IDCW Reinv)
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HDFC Dynamic Debt Fund(Q-IDCW Reinv)
The fund shows decent potential with stable growth and profitability metrics, but some risks in execution and market sentiment should be monitored.
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HDFC Dynamic Debt Fund(IDCW-Reinv)
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HDFC Dynamic Debt Fund(IDCW)
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HDFC Dynamic Debt Fund(Q-IDCW)
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HDFC Dynamic Debt Fund(H-IDCW)
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Business Overview
JM Aggressive Hybrid Fund (A-IDCW) is designed for investors seeking a balanced approach to growth and income through a mix of equity and debt investments. Ideal for those with a moderate risk appetite, this fund aims to provide capital appreciation while ensuring stability. With a focus on long-term wealth creation, it leverages market opportunities to enhance returns. This fund is a smart choice for individuals looking to diversify their portfolio and achieve financial goals.
- Balanced equity and debt investment
- Ideal for moderate risk investors
- Focus on long-term capital appreciation
- Diversification for portfolio stability
- Expert management for optimal returns
Investment Thesis
JM Aggressive Hybrid Fund (A-IDCW) stands out due to its strong promoter credibility, promising growth in digital services, and attractive valuation compared to peers. This fund is poised to deliver robust returns, making it a compelling choice for retail investors seeking a balanced risk-return profile.
- Strong backing from a reputable promoter group enhances trust and stability.
- Digital services sector is on a growth trajectory, providing significant upside potential.
- Attractive valuation metrics compared to industry peers suggest room for appreciation.
- Hybrid fund structure offers a balanced approach to equity and debt investments.
- Consistent performance track record makes it a reliable choice for long-term investors.
Opportunity vs Risk
Opportunities
- Potential for high returns
- Diversification across asset classes
- Tax benefits on long-term gains
- Rising market sentiment
- Strong fund management team
Risks ⚠️
- Market volatility impact
- Interest rate fluctuations
- Economic downturns
- High expense ratio
- Limited liquidity in downturns
Peer Perspective
JM Aggressive Hybrid Fund trades at a slight premium compared to peers like HDFC Hybrid Fund and ICICI Prudential Hybrid Fund. A consistent improvement in margin stability could trigger a rerating in its valuation.
📊 Stock Investment Checklist (100 Points)
JM Aggressive Hybrid Fund(A-IDCW) • Updated: 2025-10-01 06:23:36
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10BusinessHighThe fund operates 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, with healthy cash flow.
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8ValuationHighValuation metrics are reasonable compared to peers.
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6BalanceGoodDebt levels are manageable with adequate liquidity.
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5GovernanceGoodPromoter holding is stable, with minimal pledging.
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7DriversHighStrong growth drivers identified, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The JM Aggressive Hybrid Fund shows potential for growth with a decent risk profile, but investors should remain cautious of execution risks.