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Invesco India Midcap Fund

Invesco Mutual Fund · 120403 · Quant Rank #374

Structural GatesPreliminary Assessment
PRELIMINARY_ASSESSMENT

Research Confidence reflects source quality and evidence depth — it is independent of the score below. A fund can score highly with low confidence, or moderately with high confidence.

Real Evidence
CategoryMC
AUM—
BenchmarkBSE 150 Midcap TRI
Riskometer—
TERInsufficient data
InceptionInsufficient data
Track RecordInsufficient data
Fund ManagerInsufficient data
AUM Floor₹500 Cr
Min Track3 yrs
Max Alloc20%
Returns vs Benchmark
WindowFundBenchmark
Calculated Parameters
FMTInsufficient data — no real 'managing since' date collected for this scheme's current manager
AMQ3/10
AUTInsufficient data — no real 3-months-ago AUM evidence (AMFI's live feed only carries current + ~1-month-ago; needs a genuine dated snapshot from an earlier sync)
ERSInsufficient data — no TER evidence collected for this scheme
Structural Gates
Gate 1 — EligibilityUNKNOWN

AUM floor: UNKNOWN · Track record: UNKNOWN · SEBI: UNKNOWN

Gate 2 — Quant ScreenFAIL
Gate 3 — Top 10FAIL
Gate 4 — Top 5FAIL
Gate 5 — Top 2 ICFAIL
Candidate's 41.2 would rank #6 among 5 real existing category scores (top 2 = recommendable).
Analyst Name
MOM — Momentum
7% weight
Preliminary

3–6M price+flow vs benchmark · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) on 8/26/2026, 3:52:54 PM

CON — Consistency
10% weight
Preliminary

3Y/5Y quartile rank stability · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) on 8/26/2026, 3:52:56 PM

PQT — Portfolio Quality
11% weight
Preliminary

PE, concentration, churn · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) on 8/26/2026, 3:52:57 PM

FMQ — Fund Mgr Quality
12% weight
Preliminary

Philosophy, communication, style drift · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) on 8/26/2026, 3:52:59 PM

VAL — Valuation Risk
10% weight
Preliminary

Portfolio PE/PB vs category avg · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) on 8/26/2026, 3:53:00 PM

STW — Sector Tailwinds
9% weight
Preliminary

Policy/macro drivers 12-18M · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) on 8/26/2026, 3:53:02 PM

DSP — Downside Protection
8% weight
Preliminary

Max DD, Sortino, bear markets · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) on 8/26/2026, 3:53:03 PM

OPP — Outperformance Prob.
8% weight
Preliminary

Analyst 12M alpha probability · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) on 8/26/2026, 3:53:05 PM

THS — Thesis Strength
2% weight
Preliminary

Analyst 12-24M thesis conviction · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) on 8/26/2026, 3:53:06 PM

V6 Final Score
41.2
/ 100 — Final Score
AVOID
MOM
3.5
CON
5.0
PQT
5.5
FMQ
6.0
VAL
5.0
STW
5.4
DSP
4.0
OPP
4.0
FMT
—
AMQ
1.8
AUT
—
ERS
—
THS
1.0
Data-limited: FMT, AUT, ERS (insufficient data — never defaulted to 0)
Source Evidence (5)
NAV200.34
Invesco Mutual Fund — FUND_DETAIL_PAGE as of 2026-08-21
Since Inception Return (%)16.73
Invesco Mutual Fund — FUND_DETAIL_PAGE as of 2026-08-21
Since Inception Benchmark Return (%)15.07
Invesco Mutual Fund — FUND_DETAIL_PAGE as of 2026-08-21
BenchmarkBSE 150 Midcap TRI
Invesco Mutual Fund — FUND_DETAIL_PAGE as of 2026-08-21
AMC Total AUM (Lakh Cr.)1.46
AMFI quarterly AAUM disclosure (Apr–Jun 2026), via RightAdvise aggregation of official AMFI figures as of 2026-06-30
Audit Log
THS 5 → 5 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 3:53:09 PM
“[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Mid Cap: structural India growth exposure, but valuations are cyclically extended after a multi-year rally and liquidity is thinner than large-cap.”
OPP 5 → 5 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 3:53:08 PM
“[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No real return-vs-benchmark data available; scored at category-neutral baseline.”
DSP 5 → 5 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 3:53:07 PM
“[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No real Max Drawdown or Sortino data exists in any source checked this session; ordinary volatility/beta are never substituted.”
STW 6 → 6 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 3:53:05 PM
“[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Category-level thesis: Mid Cap: structural India growth exposure, but valuations are cyclically extended after a multi-year rally and liquidity is thinner than large-cap. No fund-specific sector-overweight evidence collected (no GICS sector allocation data exists for this scheme), so scored at the category's own general positioning.”
VAL 5 → 5 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 3:53:03 PM
“[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No real TER data collected; scored at category-neutral baseline (no portfolio PE/PB data exists in any source checked this session).”
FMQ 5 → 5 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 3:53:02 PM
“[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No manager identity evidence collected; scored at category-neutral baseline.”
PQT 5 → 5 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 3:53:00 PM
“[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No real AUM figure available; scored at category-neutral baseline.”
CON 5 → 5 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 3:52:59 PM
“[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No real return-vs-benchmark data or Value Research rating available; scored at category-neutral baseline (matches the original workbook's own practice of never leaving a parameter blank).”
MOM 5 → 5 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 3:52:57 PM
“[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No real return-vs-benchmark data available; scored at category-neutral baseline.”
THS 0 → 5 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 11:12:36 AM
“[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Mid Cap: structural India growth exposure, but valuations are cyclically extended after a multi-year rally and liquidity is thinner than large-cap.”
OPP 5 → 5 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 11:12:34 AM
“[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No real return-vs-benchmark data available; scored at category-neutral baseline.”
DSP 0 → 5 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 11:12:32 AM
“[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No real Max Drawdown or Sortino data exists in any source checked this session; ordinary volatility/beta are never substituted.”
STW 0 → 6 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 11:12:31 AM
“[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Category-level thesis: Mid Cap: structural India growth exposure, but valuations are cyclically extended after a multi-year rally and liquidity is thinner than large-cap. No fund-specific sector-overweight evidence collected (no GICS sector allocation data exists for this scheme), so scored at the category's own general positioning.”
VAL 0 → 5 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 11:12:28 AM
“[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No real TER data collected; scored at category-neutral baseline (no portfolio PE/PB data exists in any source checked this session).”
FMQ 0 → 5 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 11:12:26 AM
“[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No manager identity evidence collected; scored at category-neutral baseline.”
PQT 0 → 5 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 11:12:24 AM
“[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No real AUM figure available; scored at category-neutral baseline.”
CON 0 → 5 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 11:12:23 AM
“[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No real return-vs-benchmark data or Value Research rating available; scored at category-neutral baseline (matches the original workbook's own practice of never leaving a parameter blank).”
MOM 0 → 5 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 11:12:21 AM
“[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No real return-vs-benchmark data available; scored at category-neutral baseline.”
THS ∅ → 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 7:36:35 AM
“[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — evidence for this scheme is unusually thin (no AUM, TER, or manager data collected); insufficient real basis to assess mandate clarity beyond category convention.”
OPP ∅ → 5 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 7:36:33 AM
“[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] The only return evidence collected for this scheme is a single since-inception figure (16.73% vs benchmark 15.07%, Invesco's own page) showing modest outperformance — real but thin, single-point evidence, not a multi-period trend, so scored at a neutral-to-moderate level rather than extrapolated confidently.”
DSP ∅ → 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 7:36:32 AM
“[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no Max Drawdown/Sortino data.”
STW ∅ → 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 7:36:30 AM
“[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no sector data.”
VAL ∅ → 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 7:36:28 AM
“[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no PE/PB data.”
FMQ ∅ → 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 7:36:26 AM
“[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no manager evidence collected.”
PQT ∅ → 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 7:36:24 AM
“[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no portfolio composition data collected.”
MOM ∅ → 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 7:36:22 AM
“[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no 1/3/6-month return data collected.”
CON ∅ → 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 7:36:20 AM
“[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no Value Research rating and no multi-period return data collected for this scheme.”