JM Aggressive Hybrid Fund(H-IDCW)

Ticker: mf16198
Decent 48/100

☆ Add to Watchlist

More Options

Business Overview

JM Aggressive Hybrid Fund (H-IDCW) is designed for investors seeking a balanced approach to growth and income. By investing in a mix of equities and fixed-income securities, this fund aims to provide capital appreciation while managing risk. It is ideal for those with a moderate risk appetite looking to diversify their portfolio with a professional touch. The fund's strategic asset allocation and experienced management make it a compelling choice for long-term wealth creation.

  • Balanced exposure to equities and debt
  • Managed by experienced professionals
  • Ideal for moderate risk investors
  • Focus on long-term wealth creation
  • Regular income through dividends
  • Diversification benefits in one fund

Investment Thesis

JM Aggressive Hybrid Fund (H-IDCW) stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on market opportunities, making it a compelling choice for investors seeking balanced exposure.

  • Strong promoter group with a proven track record in fund management.
  • Significant growth potential in digital services, aligning with market trends.
  • Attractive valuation metrics compared to industry peers, enhancing upside potential.
  • Diversified portfolio strategy aimed at risk-adjusted returns.
  • Consistent performance history, instilling investor confidence.

Opportunity vs Risk

Opportunities
  • Potential for high returns
  • Diversified investment approach
  • Exposure to equity and debt
  • Tax benefits on long-term gains
Risks ⚠️
  • Market volatility impact
  • Interest rate fluctuations
  • Management fees can reduce returns
  • Not suitable for short-term investors

Peer Perspective

JM Aggressive Hybrid Fund (H-IDCW) trades at a slight premium compared to peers like HDFC Hybrid Fund and ICICI Prudential Hybrid Fund. A rerating could occur with consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
JM Aggressive Hybrid Fund(H-IDCW) • Updated: 2025-10-01 06:23:43
  • 10
    Business
    High
    The sector shows potential but lacks a strong moat.
  • 10
    Growth
    High
    Revenue growth has been consistent, but profit growth is variable.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could improve.
  • 6
    Governance
    Good
    Promoter holding is stable, but some concerns on disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present but execution risks are high.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows potential but has several areas of concern that need to be addressed for better performance.