Navi Aggressive Hybrid Fund(M-IDCW Payout)

Ticker: mf17267
Decent 66/100

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Business Overview

Navi Aggressive Hybrid Fund is designed for investors seeking a balanced approach to growth and income. By investing in both equity and debt, this fund aims to provide capital appreciation while managing risk. Ideal for those with a moderate to high-risk appetite, it offers the potential for higher returns compared to traditional fixed-income investments. With a focus on long-term wealth creation, this fund is a strategic choice for individuals looking to enhance their investment portfolio.

  • Balanced investment in equity and debt
  • Suitable for moderate to high-risk investors
  • Potential for capital appreciation
  • Focus on long-term wealth creation
  • Regular income through M-IDCW payouts
  • Managed by experienced professionals

Opportunity vs Risk

Opportunities
  • Potential for high returns
  • Diversified investment approach
  • Tax benefits on long-term gains
  • Regular income through payouts
Risks ⚠️
  • Market volatility impacts returns
  • Interest rate fluctuations
  • Liquidity concerns during downturns
  • Management fees may reduce profits
📊 Stock Investment Checklist (100 Points)
Navi Aggressive Hybrid Fund(M-IDCW Payout) • Updated: 2025-10-01 23:06:12
  • 10
    Business
    High
    The fund operates 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 below net profit.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 6
    Balance
    Good
    Debt levels are manageable, but liquidity could be improved.
  • 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 66 / 100 • Decent
The fund shows decent potential with a solid growth trajectory and reasonable valuation, but some risks in execution and liquidity should be monitored.