JM Aggressive Hybrid Fund(Q-IDCW)

Ticker: mf16199
Decent 48/100

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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
  • 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 above industry averages, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    P/E and P/B ratios are in line with peers, indicating fair valuation.
  • 7
    Balance
    High
    Debt/equity ratio is manageable, with adequate reserves.
  • 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 48 / 100 • Decent
The fund shows decent potential with a balanced approach, but investors should be cautious of execution risks.