Shriram Aggressive Hybrid Fund(IDCW)
☆ Add to Watchlist
More Options
Business Overview
Shriram Aggressive Hybrid Fund (IDCW) is designed for investors seeking a balanced approach to growth through a mix of equity and debt instruments. Ideal for those looking to enhance their long-term wealth while managing risk, this fund aims to deliver attractive returns by capitalizing on market opportunities. With a strong management team and a disciplined investment strategy, it stands out as a reliable choice for both seasoned and new investors.
- Balanced investment in equity and debt
- Ideal for long-term wealth creation
- Managed by a seasoned investment team
- Focus on capital appreciation with risk management
- Suitable for both new and experienced investors
Investment Thesis
Shriram Aggressive Hybrid Fund (IDCW) stands out due to its robust promoter group and credibility in the financial sector. The growing digital services segment offers significant growth potential, while its attractive valuation compared to peers makes it a compelling investment choice for retail investors seeking long-term wealth creation.
- Strong backing from a reputable promoter group enhances trust and stability.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation compared to industry peers provides a favorable entry point.
- Diversified investment approach mitigates risks while maximizing returns.
- Proven track record of performance supports investor confidence.
Peer Perspective
Shriram Aggressive Hybrid Fund trades at a slight premium compared to peers like HDFC Hybrid Equity Fund and ICICI Prudential Balanced Advantage Fund. A rerating could occur with improved margin stability and consistent growth in AUM.
-
10BusinessHighThe fund operates in a sector with moderate future readiness and a clear investment model.
-
10GrowthHighConsistent revenue and profit growth observed over the past few years.
-
10ProfitabilityHighROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
-
8ValuationHighValuation metrics are in line with peers, but slightly on the higher side.
-
7BalanceHighDebt levels are manageable, but liquidity could be improved.
-
6GovernanceGoodPromoter holding is strong, but there are some concerns regarding disclosures.
-
5DriversGoodGrowth drivers are present, but execution risks remain.
-
5TechnicalsGoodMarket sentiment is neutral with average liquidity.