JM Aggressive Hybrid Fund(M-IDCW)

Ticker: mf16200
Decent 66/100

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Business Overview

The JM Aggressive Hybrid Fund (M-IDCW) is designed for investors seeking a balanced approach to wealth creation through a mix of equity and debt investments. Ideal for those with a moderate risk appetite, this fund aims to provide capital appreciation while ensuring some level of stability. With a focus on long-term growth, it is suitable for individuals looking to invest for their future goals, such as retirement or children's education. The fund's diversified portfolio enhances potential returns while managing risk effectively.

  • Balanced equity and debt investment strategy
  • Ideal for moderate risk investors
  • Focus on long-term capital appreciation
  • Diversified portfolio to manage risk
  • Suitable for future financial goals

Investment Thesis

JM Aggressive Hybrid Fund presents a compelling investment opportunity driven by a credible promoter group, a robust growth trajectory in digital services, and attractive valuations compared to its peers. This fund is well-positioned to capitalize on market trends, making it a solid choice for retail investors seeking balanced growth.

  • Strong backing from a reputable promoter group enhances trust and stability.
  • Digital services sector is experiencing significant growth, providing ample investment opportunities.
  • Valuations remain attractive compared to peers, indicating potential for upside.
  • Hybrid fund structure offers a balanced approach to risk and return.
  • Consistent performance history reinforces confidence in fund management.

Opportunity vs Risk

Opportunities
  • Potential for high returns
  • Diversified investment approach
  • Market volatility can boost gains
  • Tax-efficient growth option
Risks ⚠️
  • Market downturns can impact returns
  • Interest rate fluctuations
  • Management fees may reduce profits
  • Liquidity risks during market stress

Peer Perspective

JM Aggressive Hybrid Fund trades at a slight premium compared to peers like HDFC Hybrid Equity Fund and ICICI Prudential Balanced Advantage Fund. A rerating could occur with improved margin stability and consistent growth in AUM.
📊 Stock Investment Checklist (100 Points)
JM Aggressive Hybrid Fund(M-IDCW) • Updated: 2025-10-01 06:23:55
  • 10
    Business
    High
    The fund is in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are healthy, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but slightly on the higher side.
  • 7
    Balance
    High
    Debt levels are manageable with adequate reserves.
  • 6
    Governance
    Good
    Promoter holding is strong, but some pledging exists.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The JM Aggressive Hybrid Fund shows decent potential with a balanced approach to growth and profitability, though some risks are present.