WOC Large & Mid Cap Fund
Ticker: mf12939
Decent
68/100
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Business Overview
The WOC Large & Mid Cap Fund is designed for investors seeking long-term capital appreciation through a diversified portfolio of large and mid-cap stocks in India. This fund is ideal for those looking to balance growth and stability in their investment strategy. It focuses on companies with strong fundamentals and growth potential, making it a valuable addition to your financial portfolio.
- Diversified portfolio of large and mid-cap stocks
- Ideal for long-term capital appreciation
- Focus on companies with strong fundamentals
- Balances growth and stability
- Managed by experienced investment professionals
Investment Thesis
WOC Large & Mid Cap Fund presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on market trends, making it a favorable choice for investors seeking long-term gains.
- Strong backing from a reputable promoter group enhances investor confidence.
- Digital services sector poised for robust growth, driving fund performance.
- Valuation metrics indicate attractive entry points relative to peer funds.
- Diversified portfolio reduces risk while maximizing return potential.
- Proven track record of consistent performance supports long-term investment strategy.
Opportunity vs Risk
Opportunities
- Diversified investment across sectors
- Potential for long-term capital growth
- Exposure to large and mid-cap stocks
- Professional fund management expertise
Risks ⚠️
- Market volatility impacts returns
- Economic downturns affect performance
- Management fees reduce overall gains
- Liquidity risk in certain holdings
📊 Stock Investment Checklist (100 Points)
WOC Large & Mid Cap Fund • Updated: 2025-10-01 07:50:59
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10BusinessHighThe fund is invested in sectors that are adapting to future trends, but lacks a strong competitive moat.
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10GrowthHighThe fund has shown consistent revenue growth, but profit margins are fluctuating.
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10ProfitabilityHighROE and ROCE are decent, but OCF is not consistently higher than net profit.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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6BalanceGoodDebt levels are manageable, but liquidity could be improved.
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7GovernanceHighPromoter holding is stable, but there are some concerns regarding disclosures.
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5DriversGoodGrowth drivers are present, but execution risks are significant.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The WOC Large & Mid Cap Fund shows decent potential but comes with several risks that need to be monitored closely.