JM Aggressive Hybrid Fund(IDCW)

Ticker: mf16202
Decent 68/100

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Business Overview

JM Aggressive Hybrid Fund (IDCW) is designed for investors seeking a balanced approach to growth through a mix of equity and debt investments. Ideal for those with a moderate risk appetite, this fund aims to deliver capital appreciation while providing regular income. With a focus on long-term wealth creation, it combines the potential of equities with the stability of fixed-income securities, making it a suitable choice for both new and seasoned investors.

  • Balanced equity and debt investment strategy
  • Suitable for moderate risk investors
  • Focus on long-term capital appreciation
  • Regular income through dividend distribution
  • Managed by experienced professionals
  • Diversified portfolio to mitigate risks

Investment Thesis

JM Aggressive Hybrid Fund (IDCW) stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This fund offers a balanced approach to equity and debt, making it an appealing choice for investors seeking growth with stability.

  • Strong promoter group with a proven track record in fund management.
  • Significant growth potential in digital services sector, enhancing portfolio performance.
  • Attractive valuation compared to industry peers, offering a compelling entry point.
  • Balanced hybrid approach mitigates risk while capitalizing on equity upside.
  • Consistent historical performance, instilling confidence in long-term returns.

Opportunity vs Risk

Opportunities
  • Potential for high returns
  • Diversified investment approach
  • Access to equity and debt markets
  • Tax benefits on long-term gains
Risks ⚠️
  • Market volatility impacts returns
  • Interest rate fluctuations
  • Management performance risk
  • Liquidity concerns during downturns

Peer Perspective

JM Aggressive Hybrid Fund is currently trading 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 returns.
📊 Stock Investment Checklist (100 Points)
JM Aggressive Hybrid Fund(IDCW) • Updated: 2025-10-01 06:23:50
  • 10
    Business
    High
    The fund is in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth over the past few years.
  • 10
    Profitability
    High
    Good ROE and ROCE, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Debt levels are manageable with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is strong, but some pledging exists.
  • 5
    Drivers
    Good
    Growth catalysts are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The JM Aggressive Hybrid Fund shows decent potential with consistent growth and manageable risks, making it a reasonable investment choice.