JM Aggressive Hybrid Fund(H-IDCW)
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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
- Potential for high returns
- Diversified investment approach
- Exposure to equity and debt
- Tax benefits on long-term gains
- 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.
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10BusinessHighThe sector shows potential but lacks a strong moat.
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10GrowthHighRevenue growth has been consistent, but profit growth is variable.
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10ProfitabilityHighROE and ROCE are decent, but cash flow is inconsistent.
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8ValuationHighValuation metrics are slightly above peers.
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7BalanceHighDebt levels are manageable, but liquidity could improve.
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6GovernanceGoodPromoter holding is stable, but some concerns on disclosures.
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5DriversGoodGrowth drivers are present but execution risks are high.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.