Tata Aggressive Hybrid Fund(M-IDCW)
Ticker: mf15090
Decent
58/100
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Tata Aggressive Hybrid Fund(IDCW)
The Tata Aggressive Hybrid Fund shows decent potential with a balanced approach to growth and profitability, but attention should be paid to execution risks and governance issues.
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HSBC Money Market Fund(M-IDCW)
The fund shows decent stability and moderate growth potential, making it a reasonable choice for conservative investors.
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Tata Corp Bond Fund(M-IDCW)
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Business Overview
Tata Aggressive Hybrid Fund (M-IDCW) is designed for investors seeking a balanced approach to growth and income through a mix of equity and debt investments. Ideal for those with a moderate risk appetite, this fund aims to capitalize on market opportunities while providing stability. Its strategic asset allocation helps in navigating market volatility, making it a smart choice for long-term wealth creation.
- Balanced mix of equity and debt investments
- Targets long-term capital appreciation
- Ideal for moderate risk investors
- Navigates market volatility effectively
- Regular income through dividends
- Managed by experienced professionals
Investment Thesis
Tata Aggressive Hybrid Fund (M-IDCW) stands out due to its strong promoter credibility, driven by the reputable Tata Group. The fund is well-positioned to capitalize on the growing digital services sector, ensuring robust growth potential. Additionally, its attractive valuation compared to peers makes it a compelling choice for investors seeking long-term wealth creation.
- Strong backing from the Tata Group enhances trust and stability.
- Significant growth potential in the digital services sector.
- Attractive valuation compared to industry peers.
- Diversified investment approach mitigates risks.
- Consistent performance track record instills investor confidence.
Opportunity vs Risk
Opportunities
- Potential for high returns
- Diversified investment strategy
- Tax benefits on long-term gains
- Access to equity and debt markets
- Professional fund management
Risks ⚠️
- Market volatility impacts returns
- Interest rate fluctuations
- Management fees reduce profits
- Limited liquidity in certain conditions
- Regulatory changes affecting funds
Peer Perspective
Tata Aggressive Hybrid Fund (M-IDCW) trades at a slight premium compared to peers like HDFC Hybrid Equity and ICICI Prudential Balanced Advantage. A sustained improvement in margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Tata Aggressive Hybrid Fund(M-IDCW) • Updated: 2025-10-01 07:22:28
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10BusinessHighThe fund is invested in a future-ready sector with a clear model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are healthy, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics are reasonable compared to peers.
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6BalanceGoodDebt levels are manageable, with adequate reserves.
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5GovernanceGoodPromoter holding is strong, but some concerns about pledging.
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4DriversGoodGrowth drivers are present, but execution risks remain.
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0TechnicalsLowMarket sentiment is currently weak, with low liquidity.
Final Score & Verdict
Score 58 / 100
• Decent
The Tata Aggressive Hybrid Fund shows decent potential with consistent growth and a strong business model, but faces some risks related to execution and market sentiment.