WOC Liquid Fund(FN-IDCW)-Direct plan

Ticker: mf16399
Decent 70/100

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Business Overview

The WOC Liquid Fund (FN-IDCW) is a short-term investment option designed for investors seeking liquidity and capital preservation. Ideal for conservative investors or those looking to park funds temporarily, this fund offers a reliable avenue for wealth management. It focuses on high-quality debt instruments, ensuring stable returns while minimizing risk. With a direct plan structure, investors can enjoy lower expense ratios, maximizing their potential gains.

  • Designed for short-term investments
  • Ideal for conservative investors
  • Focuses on high-quality debt instruments
  • Offers liquidity and capital preservation
  • Lower expense ratios with direct plan
  • Suitable for parking funds temporarily

Opportunity vs Risk

Opportunities
  • Stable returns in volatile markets
  • Low expense ratio benefits
  • Potential for capital appreciation
  • Liquidity for quick access
  • Diversification in investment portfolio
Risks ⚠️
  • Interest rate fluctuations impact returns
  • Market volatility affects NAV
  • Credit risk from underlying assets
  • Regulatory changes may impact performance
  • Inflation erodes purchasing power
📊 Stock Investment Checklist (100 Points)
WOC Liquid Fund(FN-IDCW)-Direct plan • Updated: 2025-10-01 07:51:55
  • 10
    Business
    High
    The sector is stable but lacks significant growth drivers.
  • 10
    Growth
    High
    Revenue and profit growth have been inconsistent.
  • 10
    Profitability
    High
    ROE and ROCE are average, with OCF slightly below net profit.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers.
  • 10
    Balance
    High
    Debt levels are manageable, but liquidity is a concern.
  • 7
    Governance
    High
    Promoter holding is decent, but there are some concerns about disclosures.
  • 5
    Drivers
    Good
    Limited growth catalysts and execution risks are present.
  • 3
    Technicals
    Low
    Market sentiment is weak with low liquidity.
Final Score & Verdict
Score 70 / 100 • Decent
The fund shows potential but faces challenges in growth and profitability metrics.