ARBApproved#3 in categoryMODERATE BUY

Invesco India Arbitrage Fund

Invesco MF · Amit Ganatra + Ritesh Lunawat · benchmarked to CRISIL 1Yr TB

Prospera Research Engine unknown · Data as of 1 Jan 1970 · Synced 1 Jan 1970Review date unknown, validation required

Prospera VerdictResearched, Not Currently Recommended

Scored 71.4/100 (MODERATE BUY band) and is fully researched, but is not one of Prospera's active recommendations right now, recommendations reflect portfolio construction and capacity decisions beyond the score alone.

Final Score71.4

1Y Return6.8%

3Y CAGR7.4%

5Y CAGR7.1%

AUM₹29.6K Cr

Expense Ratio0.39%

Eligibility: All gates passed

Prospera Research

Score Breakdown

13 weighted parameters, exactly as configured in the Research Engine, 8 qualitative (analyst-scored) plus 5 quantitative (formula-derived), summing to a final score out of 100.

Momentum (7% weight)9.3/10

3–6M price+flow vs benchmark

Consistency (10% weight)10.0/10

3Y/5Y quartile rank stability

Portfolio Quality (11% weight)7.0/10

PE, concentration, churn

Fund Mgr Quality (12% weight)7.0/10

Philosophy, communication, style drift

Valuation Risk (10% weight)6.0/10

Portfolio PE/PB vs category avg

Sector Tailwinds (9% weight)6.0/10

Policy/macro drivers 12-18M

Downside Protection (8% weight)9.8/10

Max DD, Sortino, bear markets

Outperformance Prob. (8% weight)7.0/10

Analyst 12M alpha probability

Mgr Tenure Score (8% weight)4.0/10

Years managing fund → 1-10 score

AMC Quality Score (6% weight)3.0/10

Research depth, AUM scale, compliance

AUM Trend Score (5% weight)9.0/10

Growing=9, Stable=6, Declining=3

Expense Ratio Score (4% weight)8.0/10

Inverse ER — lower cost = higher score

Thesis Strength (2% weight)6.0/10

Analyst 12-24M thesis conviction

Final Score71.4/100

Prospera Research

Analyst Write-Up

A full analyst write-up hasn't been published for this fund yet, only shortlisted funds at the review stage get one. The score breakdown and performance data above are still real and current.

Prospera Research

Risk-Adjusted Performance

3Y AlphaN/A

5Y AlphaN/A

Max Drawdown0.2%

Sharpe (3Y)2.31

Sortino (3Y)2.65

Beta0.01

Alpha Consistency93%

Prospera Research

AMC & Manager Intelligence

Invesco MF

A — TIER 2

8-analyst research team · Clean — 0 violations

Global AMC with India operations. International research capabilities give overlay advantage. Taher Badshah (Invesco Small Cap) is underrated. AUM flat but pick quality justifies continued coverage.