Sundaram Aggressive Hybrid Fund
Ticker: mf12598
Decent
68/100
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Business Overview
The Sundaram Aggressive Hybrid Fund is designed for investors seeking a balanced approach to growth and stability. By investing in a mix of equity and debt, this fund aims to provide capital appreciation while managing risk. Ideal for those with a moderate risk appetite, it offers the potential for higher returns compared to traditional fixed-income investments. With a robust management team and a focus on long-term performance, this fund is a compelling choice for individuals looking to enhance their investment portfolio.
- Balanced investment in equity and debt
- Targeted at moderate risk investors
- Potential for higher long-term returns
- Managed by experienced professionals
- Focus on capital appreciation
- Suitable for wealth creation goals
Investment Thesis
Sundaram Aggressive Hybrid Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This combination positions it as a compelling investment opportunity for retail investors seeking balanced growth and stability.
- Backed by a reputable promoter group with a proven track record.
- Significant growth potential in the digital services sector.
- Valuation metrics are favorable compared to industry peers.
- A balanced approach to equity and debt for risk mitigation.
- Strong historical performance enhances investor confidence.
Opportunity vs Risk
Opportunities
- Potential for high returns
- Diversified investment across assets
- Strong historical performance
- Experienced fund management
- Tax benefits on long-term gains
Risks ⚠️
- Market volatility impacts returns
- Interest rate fluctuations
- Economic downturns affect performance
- Liquidity concerns in certain conditions
- Management fees may reduce profits
📊 Stock Investment Checklist (100 Points)
Sundaram Aggressive Hybrid Fund • Updated: 2025-09-29 16:39:16
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10BusinessHighThe fund operates in a future-ready sector with a diversified portfolio.
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10GrowthHighConsistent revenue and profit growth observed over the last few years.
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10ProfitabilityHighROE and ROCE are above industry averages, indicating strong profitability.
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8ValuationHighValuation metrics are reasonable compared to peers.
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7BalanceHighDebt levels are manageable with adequate reserves.
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6GovernanceGoodPromoter holding is stable, but some concerns over disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Sundaram Aggressive Hybrid Fund shows decent potential with consistent growth and profitability metrics, but some governance and execution risks need to be monitored.