Navi Aggressive Hybrid Fund(H-IDCW)

Ticker: mf17264
Decent 58/100

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Business Overview

Navi Aggressive Hybrid Fund (H-IDCW) is designed for investors seeking a balanced approach to growth and stability. This fund invests in a mix of equities and fixed income, making it ideal for those looking to maximize returns while managing risk. With a focus on long-term wealth creation, it caters to both new and experienced investors aiming for capital appreciation. The fund is managed by a team of experts, ensuring informed decision-making and strategic asset allocation.

  • Balanced investment in equities and debt
  • Ideal for long-term wealth creation
  • Managed by a team of experienced professionals
  • Suitable for both new and seasoned investors
  • Focus on maximizing returns while managing risk

Opportunity vs Risk

Opportunities
  • Potential for high returns
  • Diversified investment approach
  • Exposure to equity and debt
  • Professional fund management
Risks ⚠️
  • Market volatility impact
  • Interest rate fluctuations
  • Management fee costs
  • Limited liquidity in downturns
📊 Stock Investment Checklist (100 Points)
Navi Aggressive Hybrid Fund(H-IDCW) • Updated: 2025-10-01 23:05:49
  • 10
    Business
    High
    The fund operates 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, with healthy cash flow.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Strong balance sheet with manageable debt levels.
  • 5
    Governance
    Good
    Promoter holding is stable, but some concerns over disclosures.
  • 3
    Drivers
    Low
    Limited growth catalysts identified, with some execution risks.
  • 0
    Technicals
    Low
    Weak market sentiment and liquidity issues observed.
Final Score & Verdict
Score 58 / 100 • Decent
The fund shows decent potential with consistent growth and profitability metrics, but faces challenges in market sentiment and governance disclosures.