JM Aggressive Hybrid Fund(M-IDCW)
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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
- Potential for high returns
- Diversified investment approach
- Market volatility can boost gains
- Tax-efficient growth option
- 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.
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10BusinessHighThe fund is in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are healthy, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics are in line with peers, but slightly on the higher side.
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7BalanceHighDebt levels are manageable with adequate reserves.
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6GovernanceGoodPromoter holding is strong, but some pledging exists.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.