Navi Aggressive Hybrid Fund(Q-IDCW)

Ticker: mf17268
Decent 66/100

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Business Overview

The Navi Aggressive Hybrid Fund (Q-IDCW) is a dynamic investment vehicle designed for investors seeking a balanced approach to growth and stability. By combining equity and debt instruments, this fund aims to deliver attractive returns while managing risk. Ideal for those with a moderate to high-risk appetite, it provides an opportunity to benefit from market fluctuations. With a focus on long-term wealth creation, this fund is a strategic choice for individuals looking to enhance their investment portfolio.

  • Balanced exposure to equity and debt
  • Ideal for moderate to high-risk investors
  • Focus on long-term wealth creation
  • Managed by experienced professionals
  • Transparent investment strategy

Opportunity vs Risk

Opportunities
  • Potential for high returns
  • Diversification in equity and debt
  • Tax benefits on long-term gains
  • Access to professional management
Risks ⚠️
  • Market volatility affects returns
  • Interest rate fluctuations
  • Credit risk in debt instruments
  • Limited liquidity in certain conditions
📊 Stock Investment Checklist (100 Points)
Navi Aggressive Hybrid Fund(Q-IDCW) • Updated: 2025-10-01 23:06:36
  • 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, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics like P/E and P/B are competitive compared to peers.
  • 7
    Balance
    High
    Debt levels are manageable with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is strong, but some concerns about pledging.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks exist.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The Navi Aggressive Hybrid Fund shows decent potential with a solid growth trajectory and manageable risks, making it a reasonable investment option.