Navi Aggressive Hybrid Fund(M-IDCW)

Ticker: mf17271
Decent 68/100

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Business Overview

Navi Aggressive Hybrid Fund (M-IDCW) is designed for investors seeking a balanced approach to growth through equity and debt investments. This fund is ideal for those looking to enhance their portfolio with a mix of stability and capital appreciation. With a focus on long-term wealth creation, it aims to provide attractive returns while managing risks effectively. Investors can benefit from professional management and diversification, making it a suitable choice for both seasoned and new investors.

  • Balanced exposure to equity and debt
  • Ideal for long-term wealth creation
  • Managed by experienced professionals
  • Diversification reduces investment risks
  • Suitable for both new and seasoned investors

Opportunity vs Risk

Opportunities
  • Potential for high returns
  • Diversification across asset classes
  • Tax benefits on long-term gains
  • Growing demand for hybrid funds
Risks ⚠️
  • Market volatility impacts returns
  • Interest rate fluctuations
  • Management fees can reduce profits
  • Economic downturns affect performance
📊 Stock Investment Checklist (100 Points)
Navi Aggressive Hybrid Fund(M-IDCW) • Updated: 2025-10-01 23:06:18
  • 10
    Business
    High
    The fund operates in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Demonstrates consistent revenue and profit growth over recent years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, with healthy operating cash flow.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 6
    Balance
    Good
    Debt levels are manageable, with adequate liquidity.
  • 7
    Governance
    High
    Promoter holding is strong with minimal pledging.
  • 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 68 / 100 • Decent
The Navi Aggressive Hybrid Fund shows potential for growth with a solid foundation, but investors should be cautious of execution risks.