Navi Aggressive Hybrid Fund(IDCW)

Ticker: mf17272
Decent 68/100

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Business Overview

Navi Aggressive Hybrid Fund (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 capital appreciation while managing risk effectively. Ideal for those with a higher risk appetite, it caters to young professionals and long-term investors looking to build wealth over time. With a focus on transparency and strong fund management, it stands out as a reliable option in the mutual fund space.

  • Balanced investment in equities and fixed income
  • Ideal for risk-tolerant investors
  • Focus on long-term capital appreciation
  • Managed by experienced professionals
  • Transparent investment approach

Opportunity vs Risk

Opportunities
  • Potential for high returns
  • Diversification across asset classes
  • Tax benefits on long-term gains
  • Growing investor interest in hybrids
Risks ⚠️
  • Market volatility impact
  • Interest rate fluctuations
  • Management fees may reduce returns
  • Limited historical performance data
📊 Stock Investment Checklist (100 Points)
Navi Aggressive Hybrid Fund(IDCW) • Updated: 2025-10-01 23:06:05
  • 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 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 concerns about pledging.
  • 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 68 / 100 • Decent
The Navi Aggressive Hybrid Fund shows decent potential with consistent growth and a solid business model, but some risks in execution and valuation metrics warrant caution.