MCApproved#9 in categoryAVOID

Quant Mid Cap Fund

Quant MF · Sanjeev Sharma · benchmarked to Nifty MC150 TRI

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

Prospera VerdictNot Recommended

Scored 49.2/100 (AVOID band), below Prospera's investment bar today.

Final Score49.2

1Y Return5.3%

3Y CAGR9.8%

5Y CAGR15.1%

AUM₹8.1K Cr

Expense Ratio0.66%

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)4.5/10

3–6M price+flow vs benchmark

Consistency (10% weight)4.9/10

3Y/5Y quartile rank stability

Portfolio Quality (11% weight)4.0/10

PE, concentration, churn

Fund Mgr Quality (12% weight)5.0/10

Philosophy, communication, style drift

Valuation Risk (10% weight)5.0/10

Portfolio PE/PB vs category avg

Sector Tailwinds (9% weight)6.0/10

Policy/macro drivers 12-18M

Downside Protection (8% weight)2.7/10

Max DD, Sortino, bear markets

Outperformance Prob. (8% weight)5.0/10

Analyst 12M alpha probability

Mgr Tenure Score (8% weight)7.0/10

Years managing fund → 1-10 score

AMC Quality Score (6% weight)3.0/10

Research depth, AUM scale, compliance

AUM Trend Score (5% weight)6.0/10

Growing=9, Stable=6, Declining=3

Expense Ratio Score (4% weight)7.0/10

Inverse ER — lower cost = higher score

Thesis Strength (2% weight)5.0/10

Analyst 12-24M thesis conviction

Final Score49.2/100

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 Drawdown24.6%

Sharpe (3Y)0.34

Sortino (3Y)0.34

Beta0.99

Alpha Consistency41%

Prospera Research

AMC & Manager Intelligence

Quant MF

B — UNDER REVIEW

8-analyst research team · ⚠️ SEBI INVESTIGATION OPEN

SEBI front-running investigation is an existential compliance event. AUM declining as institutional and retail investors exit. Research quality (VLRT model) is strong but irrelevant if governance is compromised. All picks on watchlist. No new allocations.

Sanjeev Sharma

UNDER REVIEW

6Y tenure · VLRT Quantitative Model · Confidence 5/10

SEBI front-running investigation is an existential concern for confidence. The VLRT model itself has strong returns but regulatory cloud suppresses all Quant fund scoring. IC cannot recommend until resolved.