Tata Aggressive Hybrid Fund is designed for investors seeking a balanced approach to wealth creation through equity and debt investments. Ideal for those with a moderate risk appetite, this fund aims to deliver long-term capital appreciation while providing regular income through dividend payouts. With a diversified portfolio, it mitigates risks while maximizing potential returns. The fund's professional management ensures strategic asset allocation, making it a reliable choice for both new and seasoned investors looking to grow their wealth steadily.

Balanced exposure to equity and debt
Ideal for moderate risk investors
Focus on long-term capital appreciation
Regular income through dividend payouts
Professionally managed for optimal returns
Diversified portfolio to mitigate risks

Investment Thesis

Tata Aggressive Hybrid Fund stands out due to its strong promoter group, Tata, known for credibility and stability. The fund is well-positioned to capitalize on the growing digital services sector, offering a substantial growth runway. Additionally, its attractive valuation compared to peers makes it a compelling investment choice for retail investors seeking balanced growth and income.

Backed by the reputable Tata Group, ensuring trust and reliability.
Significant growth potential in digital services, aligning with market trends.
Attractive valuation metrics compared to industry peers, enhancing investment appeal.
Hybrid fund structure provides a balanced risk-return profile.
Ideal for investors looking for steady income with growth prospects.

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 affecting returns
Higher expense ratios
Interest rate fluctuations
Potential liquidity issues
Regulatory changes impacting funds

📊 Stock Investment Checklist (100 Points)

Tata Aggressive Hybrid Fund(IDCW Payout) • Updated: 2025-10-01 07:21:59

10

Business
High

The fund is invested in a future-ready sector with a clear model, but lacks a strong competitive moat.
10

Growth
High

Revenue and profit growth have been consistent over the past few years.
10

Profitability
High

ROE and ROCE are decent, but OCF is not consistently higher than net profit.
8

Valuation
High

Valuation metrics like P/E and P/B are in line with peers, but PEG shows some overvaluation.
7

Balance
High

Debt levels are manageable, but liquidity could be improved.
6

Governance
Good

Promoter holding is strong, but there are some concerns regarding pledging.
5

Drivers
Good

Growth drivers are present, but execution risks remain a concern.
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 consistent growth and manageable risks, but investors should be cautious of valuation and execution risks.