Navi Aggressive Hybrid Fund(A-IDCW)

Ticker: mf17270
Decent 48/100

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Business Overview

Navi Aggressive Hybrid Fund (A-IDCW) is designed for investors seeking a balanced approach to growth and stability. By investing in a mix of equities and fixed income, this fund aims to provide higher returns while managing risk. Ideal for those with a moderate to high-risk appetite, it offers an opportunity to participate in the equity market while benefiting from the stability of debt instruments. This fund is significant for long-term wealth creation, making it a suitable choice for young professionals and seasoned investors alike.

  • Balanced investment in equities and debt
  • Targeted at moderate to high-risk investors
  • Focus on long-term wealth creation
  • Professional management by experienced fund managers
  • Regular income through dividend options

Opportunity vs Risk

Opportunities
  • Diversified portfolio reduces risk
  • Potential for high returns
  • Suitable for aggressive investors
  • Tax benefits on long-term gains
Risks ⚠️
  • Market volatility affects returns
  • High expense ratio
  • Interest rate fluctuations
  • Limited liquidity compared to stocks
📊 Stock Investment Checklist (100 Points)
Navi Aggressive Hybrid Fund(A-IDCW) • Updated: 2025-10-01 23:05:29
  • 10
    Business
    High
    The fund is positioned 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
    Valuation metrics are reasonable compared to peers, but some concerns on P/E.
  • 6
    Balance
    Good
    Debt levels are manageable, but liquidity could be improved.
  • 7
    Governance
    High
    Promoter holding is strong, but there are minor concerns regarding disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain a concern.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows potential with decent growth and profitability metrics, but some risks in execution and liquidity need to be monitored.