JM Aggressive Hybrid Fund
Ticker: mf13191
Decent
68/100
☆ Add to Watchlist
More Options
S
Sundaram Corp Bond Fund
The Sundaram Corp Bond Fund shows several weaknesses in growth, profitability, and market sentiment, making it a risky investment at this time.
View details
H
HDFC Dynamic Debt Fund
HDFC Dynamic Debt Fund shows decent potential with stable growth prospects, but investors should be cautious of cash flow variability and execution risks.
View details
M
Motilal Oswal BSE Enhanced Value Index Fund
The fund shows potential for steady growth with a focus on value investing, but investors should be cautious of execution risks and governance issues.
View details
M
Motilal Oswal Manufacturing Fund
The fund shows potential but faces challenges in growth consistency and market sentiment.
View details
I
ICICI Pru Nifty Midcap 150 Index Fund
The fund shows potential for growth in the midcap segment, but investors should be cautious of fluctuating profitability and execution risks.
View details
I
Invesco India Manufacturing Fund
The fund shows potential in the manufacturing sector but faces several challenges that may affect its performance.
View details
N
Nippon India Equity Savings Fund
The Nippon India Equity Savings Fund shows decent potential with consistent growth and reasonable valuations, but faces some execution risks and weak market sentiment.
View details
H
HSBC Medium Duration Fund
The HSBC Medium Duration Fund shows decent potential with stable growth prospects, but faces challenges in profitability and execution risks.
View details
Q
Quant Manufacturing Fund
The Quant Manufacturing Fund shows potential but carries certain risks that need to be monitored closely.
View details
I
Invesco India Aggressive Hybrid Fund
The fund shows decent potential with consistent growth and profitability metrics, but some valuation concerns and governance issues warrant caution.
View details
U
Union Multi Asset Allocation Fund
The Union Multi Asset Allocation Fund shows decent potential with consistent growth and manageable risks, but it lacks a strong competitive edge and has some governance concerns.
View details
3
360 ONE Quant Fund
The 360 ONE Quant Fund shows potential for growth with a decent business model and profitability metrics, but valuation concerns and governance issues warrant caution.
View details
P
PGIM India ELSS Tax Saver Fund
The fund shows decent potential but has several areas of concern that need to be addressed for better performance.
View details
E
Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund
The Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund presents a decent investment opportunity, primarily due to its stable income from PSU bonds. However, growth potential is limited, and investors should be cautious about government policy impacts.
View details
U
Union Low Duration Fund
The Union Low Duration Fund shows decent potential with stable growth and manageable risks, making it a reasonable investment option.
View details
A
Axis Retirement Fund-Aggressive Plan
The Axis Retirement Fund-Aggressive Plan shows decent potential for growth with manageable risks, making it a reasonable investment option.
View details
Business Overview
The JM Aggressive Hybrid Fund is a dynamic investment solution designed for investors seeking growth through a balanced approach. By combining equity and debt, this fund aims to provide capital appreciation while managing risk. Ideal for those with a moderate to high-risk appetite, it offers the potential for higher returns compared to traditional fixed-income investments. This fund matters as it allows investors to diversify their portfolios and benefit from market opportunities without being overly exposed to volatility.
- Balanced investment in equity and debt
- Targeted at moderate to high-risk investors
- Potential for higher returns
- Diversifies investment portfolio
- Managed by experienced professionals
Investment Thesis
JM Aggressive Hybrid Fund presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuations compared to peers. This fund is well-positioned to capitalize on market trends, making it a favorable choice for retail investors seeking balanced growth.
- Strong backing from a reputable promoter group ensures stability and trust.
- Digital services sector shows robust growth potential, enhancing fund performance.
- Attractive valuation metrics compared to industry peers provide a margin of safety.
- Diversified investment strategy mitigates risks while targeting capital appreciation.
- Proven track record of consistent returns, appealing to long-term investors.
Opportunity vs Risk
Opportunities
- Diversified portfolio reduces risk
- Potential for high returns
- Suitable for long-term investors
- Exposure to equity and debt
- Tax benefits on long-term gains
Risks ⚠️
- Market volatility affects returns
- Interest rate changes impact debt
- Management fees can erode profits
- Economic downturns may hurt performance
- Not suitable for short-term goals
Peer Perspective
JM Aggressive Hybrid Fund currently trades at a slight premium compared to peers like HDFC Hybrid Fund and ICICI Prudential Hybrid Fund. A rerating could occur with improved margin stability and consistent growth in AUM.
📊 Stock Investment Checklist (100 Points)
JM Aggressive Hybrid Fund • Updated: 2025-09-29 14:54:37
-
10BusinessHighThe fund operates in a sector with moderate growth potential but lacks a strong competitive moat.
-
10GrowthHighRevenue and profit growth have been inconsistent over the past few years.
-
10ProfitabilityHighROE and ROCE are average, with cash flow not consistently exceeding net profit.
-
8ValuationHighValuation metrics like P/E and P/B are above industry averages, indicating potential overvaluation.
-
7BalanceHighThe fund has a manageable debt/equity ratio but limited reserves.
-
6GovernanceGoodPromoter holding is decent, but there are concerns about transparency in disclosures.
-
5DriversGoodGrowth catalysts are limited, with execution risks present in the current market environment.
-
5TechnicalsGoodMarket sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 68 / 100
• Decent
The JM Aggressive Hybrid Fund shows potential but faces several challenges that could impact future performance. Investors should approach with caution.