JM Aggressive Hybrid Fund(Q-IDCW)
Ticker: mf16199
Decent
48/100
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J
JM Aggressive Hybrid Fund(M-IDCW)
The JM Aggressive Hybrid Fund shows decent potential with a balanced approach to growth and profitability, though some risks are present.
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J
JM Aggressive Hybrid Fund(A-IDCW)
The JM Aggressive Hybrid Fund shows potential for growth with a decent risk profile, but investors should remain cautious of execution risks.
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J
JM Aggressive Hybrid Fund(IDCW)
The JM Aggressive Hybrid Fund shows decent potential with consistent growth and manageable risks, making it a reasonable investment choice.
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S
Sundaram Corp Bond Fund(IDCW)
The fund shows decent stability but lacks strong growth drivers and has some valuation concerns.
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N
Nippon India Nifty G-Sec Jun 2036 Maturity Index Fund(IDCW)
The fund offers stability but lacks significant growth potential, making it suitable for conservative investors.
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H
HDFC Dynamic Debt Fund(A-IDCW Reinv)
The HDFC Dynamic Debt Fund shows a decent investment potential with stable growth and profitability metrics, but investors should be cautious of execution risks.
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H
HDFC Dynamic Debt Fund(H-IDCW Reinv)
The fund shows a decent potential for growth with a stable performance history, but investors should remain cautious of execution risks.
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H
HDFC Dynamic Debt Fund(Q-IDCW Reinv)
The fund shows decent potential with stable growth and profitability metrics, but some risks in execution and market sentiment should be monitored.
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H
HDFC Dynamic Debt Fund(IDCW-Reinv)
The HDFC Dynamic Debt Fund shows a decent score with stable growth and profitability metrics, making it a reasonable investment option.
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H
HDFC Dynamic Debt Fund(IDCW)
The fund shows decent potential with stable growth prospects but has some risks that need to be monitored.
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H
HDFC Dynamic Debt Fund(Q-IDCW)
The HDFC Dynamic Debt Fund shows potential for moderate returns, but investors should be cautious of execution risks and liquidity issues.
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H
HDFC Dynamic Debt Fund(H-IDCW)
The fund shows decent potential with stable growth and manageable risks, but investors should be cautious of execution challenges.
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H
HDFC Dynamic Debt Fund(A-IDCW)
The fund shows decent stability and moderate growth potential, but faces challenges in profitability and valuation compared to peers.
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M
Motilal Oswal Manufacturing Fund(IDCW)
The fund has potential but faces challenges in growth consistency and market competition.
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I
ICICI Pru Nifty Midcap 150 Index Fund(IDCW)
The fund shows potential in the midcap space but carries moderate risks and inconsistencies in profitability and liquidity.
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I
ICICI Pru Nifty Midcap 150 Index Fund(IDCW Payout)
The fund shows decent potential for growth, but investors should be cautious of execution risks and valuation concerns.
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Business Overview
JM Aggressive Hybrid Fund (Q-IDCW) is a well-structured mutual fund that blends equity and debt investments, catering to investors seeking balanced growth with moderate risk. Ideal for individuals looking to diversify their portfolio while aiming for capital appreciation, this fund offers a strategic approach to wealth creation. With a focus on long-term performance, it stands out for its robust management and adaptability to market conditions.
- Balanced investment in equity and debt
- Suitable for moderate-risk investors
- Focus on long-term capital appreciation
- Experienced fund management team
- Potential for higher returns compared to traditional savings
Investment Thesis
JM Aggressive Hybrid Fund stands out due to its strong promoter credibility and a robust digital services growth trajectory. With attractive valuations compared to peers, it presents a compelling investment opportunity for retail investors seeking balanced risk and return.
- Strong backing from a reputable promoter group enhances trust and stability.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation metrics make it a cost-effective choice compared to competitors.
- Diversified investment strategy mitigates risk while aiming for capital appreciation.
- Proven track record of performance reinforces confidence in fund management.
Opportunity vs Risk
Opportunities
- Potential for high returns
- Diversified investment approach
- Access to equity and debt markets
- Professional fund management
Risks ⚠️
- Market volatility impact
- Interest rate fluctuations
- Credit risk in debt holdings
- Management fees may reduce returns
Peer Perspective
JM Aggressive Hybrid Fund is currently trading at a slight premium compared to peers like HDFC Hybrid Equity Fund and ICICI Prudential Balanced Advantage Fund. A rerating could occur if the fund demonstrates consistent margin stability and accelerated growth.
📊 Stock Investment Checklist (100 Points)
JM Aggressive Hybrid Fund(Q-IDCW) • Updated: 2025-10-01 06:24:04
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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 above industry averages, but OCF is slightly lower than net profit.
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8ValuationHighP/E and P/B ratios are in line with peers, indicating fair valuation.
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7BalanceHighDebt/equity ratio is manageable, with adequate reserves.
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6GovernanceGoodPromoter holding is strong, but some pledging exists.
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5DriversGoodGrowth catalysts are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The fund shows decent potential with a balanced approach, but investors should be cautious of execution risks.