Shriram Aggressive Hybrid Fund(IDCW)

Ticker: mf17597
Decent 68/100

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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.
📊 Stock Investment Checklist (100 Points)
Shriram Aggressive Hybrid Fund(IDCW) • Updated: 2025-10-01 07:17:50
  • 10
    Business
    High
    The fund operates in a sector with moderate future readiness and 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 in line with peers, but slightly on the higher side.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is strong, but there are some concerns regarding disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with average liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The Shriram Aggressive Hybrid Fund shows decent potential with consistent growth and profitability metrics, but some risks in governance and execution need to be monitored.