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quant Arbitrage Fund

quant Mutual Fund · 153426 · Quant Rank #156

Structural GatesFully Researched (Deep)Prospera Research Confidence: LOW
ANALYST_REVIEWED

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
CategoryARB
AUM₹748 Cr
BenchmarkNifty 50 Arbitrage TRI
RiskometerLow
TER0.28%
Inception2025-04-04
Track RecordInsufficient data
Fund ManagerSanjeev Sharma, Sameer Kate, Yug Tibrewal
AUM Floor₹500 Cr
Min Track2 yrs
Max Alloc20%
Returns vs Benchmark
WindowFundBenchmark
1 Year7.67%7.18%
Since Launch7.53%6.96%
Calculated Parameters
FMT2/10
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)
ERS9/10
Structural Gates
Gate 1 — EligibilityUNKNOWN

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

Gate 2Quant ScreenFAIL
Gate 3Top 10FAIL
Gate 4Top 5FAIL
Gate 5Top 2 ICFAIL
Candidate's 32.3 would rank #3 among 2 real existing category scores (top 2 = recommendable).
Analyst Name
MOMMomentum
7% weight
Deep ResearchConfidence: LOW

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

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 9:07:23 AM

CONConsistency
10% weight
Deep Research

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

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 9:07:23 AM

PQTPortfolio Quality
11% weight
Deep ResearchConfidence: MEDIUM

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

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 9:07:23 AM

FMQFund Mgr Quality
12% weight
Deep ResearchConfidence: LOW

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

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 9:07:23 AM

VALValuation Risk
10% weight
Deep Research

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

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 9:07:23 AM

STWSector Tailwinds
9% weight
Deep Research

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

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 9:07:23 AM

DSPDownside Protection
8% weight
Deep ResearchConfidence: MEDIUM

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

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 9:07:23 AM

OPPOutperformance Prob.
8% weight
Deep ResearchConfidence: LOW

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

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 9:07:23 AM

THSThesis Strength
2% weight
Deep ResearchConfidence: LOW

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

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 9:07:23 AM

V6 Final Score
32.3
/ 100 — Final Score
AVOID
MOM
3.5
CON
0.0
PQT
6.6
FMQ
4.8
VAL
0.0
STW
0.0
DSP
6.4
OPP
3.2
FMT
1.6
AMQ
1.8
AUT
ERS
3.6
THS
0.8
Data-limited: AUT (insufficient data — never defaulted to 0)
Source Evidence (19)
BenchmarkNifty 50 Arbitrage TRI
Riskometer (Scheme)Low
NAV - Direct Plan11.0549
NAV Date21-Aug-2026
Daily AUM (Cr.)854.5716
1 Year Return - Direct Plan (%)7.6710
1 Year Return - Benchmark (%)7.1832
Since Launch Return - Direct Plan (%)7.5332
Since Launch Return - Benchmark (%)6.9630
Total Expense Ratio (%)0.28
Inception Date2025-04-04
Fund ManagerSanjeev Sharma, Sameer Kate, Yug Tibrewal
Fund Manager - Managing SinceApril 04, 2025
Value Research RatingUnrated
Total Expense Ratio - Direct Plan (%)0.28
Audit Log
MOM 65 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 9:07:23 AM
[DEEP RESEARCH] Real evidence: benchmark-matching structural design typical of arbitrage strategies; no independent benchmark comparison found for this specific young scheme.
CON 60 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 9:07:23 AM
[DEEP RESEARCH] Confirmed UNRATED by Value Research directly on its own fund page (launched April 2025). Scored 0 (N/A).
PQT 56 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 9:07:23 AM
[DEEP RESEARCH — re-interpreted for arbitrage] Real TER of 0.28% and AUM of Rs748 Cr — reasonable execution efficiency for a young scheme; real portfolio includes RBI T-Bills and liquid-fund holdings consistent with genuine cash-management practice.
FMQ 54 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 9:07:23 AM
[DEEP RESEARCH] Real 3-manager team (Sanjeev Sharma, Sameer Kate, Yug Tibrewal), managing since the fund's own April 2025 launch — under 2 years, no independent track record yet.
VAL 70 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 9:07:23 AM
[DEEP RESEARCH — methodological note] Not a meaningful concept for a market-neutral arbitrage strategy. Scored 0 (N/A), consistent with other Arbitrage candidates in this pass.
STW 60 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 9:07:23 AM
[DEEP RESEARCH — methodological note] Not a meaningful concept for a market-neutral arbitrage strategy. Scored 0 (N/A).
DSP 78 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 9:07:23 AM
[DEEP RESEARCH] Real evidence: official SEBI Riskometer classification of 'Low' risk — a genuine regulatory classification reflecting the structural downside protection of the market-neutral strategy.
OPP 64 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 9:07:23 AM
[DEEP RESEARCH, analyst judgment] Real, structurally low-risk arbitrage design, but only a ~1.5-year operating history — scored cautiously to reflect the real but limited track record.
THS 54 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 9:07:23 AM
[DEEP RESEARCH] Standard arbitrage thesis, real cash-management practice observed in the portfolio, but too short a history to assess reliable execution.
THS 55 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 2:51:36 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] Arbitrage: market-neutral spread-capture strategy, return profile tracks short-term rates and market volatility rather than equity direction.
OPP 66 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 2:51:34 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] Real return-vs-benchmark evidence: 1Y +0.49pp vs benchmark, SinceLaunch +0.57pp vs benchmark (avg 0.53pp).
DSP 77 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 2:51:33 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. Arbitrage category carries structurally low real drawdown risk by mandate design.
STW 66 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 2:51:31 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: Arbitrage: market-neutral spread-capture strategy, return profile tracks short-term rates and market volatility rather than equity direction. 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 77 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 2:51:29 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] Real TER of 0.28% used as the only real, quantified cost/value signal available (no portfolio PE/PB data exists in any source checked this session) — lower cost scored more favorably.
FMQ 55 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 2:51:27 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 55 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 2:51:26 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] Real AUM ₹748 Cr vs category floor ₹500 Cr (1.5x). Small scale relative to floor — genuinely undifferentiated evidence either way.
CON 66 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 2:51:24 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 Value Research rating collected; consistency estimated from real return-vs-benchmark trend (1Y +0.49pp vs benchmark, SinceLaunch +0.57pp vs benchmark, avg 0.53pp).
MOM 66 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 2:51:23 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] Most recent available window (1Y: +0.49pp vs benchmark) used as the closest real proxy for near-term momentum (V6's exact 3-6M window has no data source for most equity funds in this pipeline).
THS 55 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 12:56:18 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] Arbitrage: market-neutral spread-capture strategy, return profile tracks short-term rates and market volatility rather than equity direction.
OPP 66 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 12:56:16 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] Real return-vs-benchmark evidence: 1Y +0.49pp vs benchmark, SinceLaunch +0.57pp vs benchmark (avg 0.53pp).
DSP 77 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 12:56:14 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. Arbitrage category carries structurally low real drawdown risk by mandate design.
STW 66 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 12:56:12 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: Arbitrage: market-neutral spread-capture strategy, return profile tracks short-term rates and market volatility rather than equity direction. 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 77 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 12:56:10 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] Real TER of 0.28% used as the only real, quantified cost/value signal available (no portfolio PE/PB data exists in any source checked this session) — lower cost scored more favorably.
FMQ 55 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 12:56:08 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 manager identity evidence collected; scored at category-neutral baseline.
PQT 55 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 12:56:06 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] Real AUM ₹748 Cr vs category floor ₹500 Cr (1.5x). Small scale relative to floor — genuinely undifferentiated evidence either way.
CON 66 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 12:56:05 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] No Value Research rating collected; consistency estimated from real return-vs-benchmark trend (1Y +0.49pp vs benchmark, SinceLaunch +0.57pp vs benchmark, avg 0.53pp).
MOM 66 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 12:56:03 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] Most recent available window (1Y: +0.49pp vs benchmark) used as the closest real proxy for near-term momentum (V6's exact 3-6M window has no data source for most equity funds in this pipeline).
THS 55 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:55:43 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] Arbitrage: market-neutral spread-capture strategy, return profile tracks short-term rates and market volatility rather than equity direction.
OPP 66 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:55:41 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] Real return-vs-benchmark evidence: 1Y +0.49pp vs benchmark, SinceLaunch +0.57pp vs benchmark (avg 0.53pp).
DSP 77 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:55:39 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. Arbitrage category carries structurally low real drawdown risk by mandate design.
STW 66 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:55:37 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: Arbitrage: market-neutral spread-capture strategy, return profile tracks short-term rates and market volatility rather than equity direction. 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 77 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:55:35 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] Real TER of 0.28% used as the only real, quantified cost/value signal available (no portfolio PE/PB data exists in any source checked this session) — lower cost scored more favorably.
FMQ 55 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:55:33 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 55 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:55:29 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] Real AUM ₹748 Cr vs category floor ₹500 Cr (1.5x). Small scale relative to floor — genuinely undifferentiated evidence either way.
CON 66 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:55:27 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 Value Research rating collected; consistency estimated from real return-vs-benchmark trend (1Y +0.49pp vs benchmark, SinceLaunch +0.57pp vs benchmark, avg 0.53pp).
MOM 66 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:55:25 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] Most recent available window (1Y: +0.49pp vs benchmark) used as the closest real proxy for near-term momentum (V6's exact 3-6M window has no data source for most equity funds in this pipeline).
THS 55 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:19:04 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] Arbitrage: market-neutral spread-capture strategy, return profile tracks short-term rates and market volatility rather than equity direction.
OPP 66 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:19:02 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] Real return-vs-benchmark evidence: 1Y +0.49pp vs benchmark, SinceLaunch +0.57pp vs benchmark (avg 0.53pp).
DSP 07 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:19:00 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. Arbitrage category carries structurally low real drawdown risk by mandate design.
STW 06 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:18:58 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: Arbitrage: market-neutral spread-capture strategy, return profile tracks short-term rates and market volatility rather than equity direction. 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 07 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:18:56 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] Real TER of 0.28% used as the only real, quantified cost/value signal available (no portfolio PE/PB data exists in any source checked this session) — lower cost scored more favorably.
FMQ 05 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:18:54 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 05 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:18:52 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] Real AUM ₹748 Cr vs category floor ₹500 Cr (1.5x). Small scale relative to floor — genuinely undifferentiated evidence either way.
CON 06 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:18:50 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 Value Research rating collected; consistency estimated from real return-vs-benchmark trend (1Y +0.49pp vs benchmark, SinceLaunch +0.57pp vs benchmark, avg 0.53pp).
MOM 06 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:18:48 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] Most recent available window (1Y: +0.49pp vs benchmark) used as the closest real proxy for near-term momentum (V6's exact 3-6M window has no data source for most equity funds in this pipeline).
THS 55 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:14:44 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] Baseline category-standard mandate identified (benchmark: Nifty 50 Arbitrage TRI, real AUM ₹748 Cr).
DSP 00 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:14:42 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no real Max Drawdown or Sortino Ratio data collected for this scheme; ordinary volatility/beta are not used as a substitute.
STW 00 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:14:40 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no real sector-allocation data collected for this scheme to support a forward sector-tailwind judgment.
VAL 00 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:14:38 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no portfolio PE/PB data collected for this scheme from any real source.
FMQ 00 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:14:37 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no manager identity or tenure evidence collected for this scheme.
PQT 00 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:14:35 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no portfolio composition data (Top-10 holdings, sector concentration, or turnover) collected for this scheme.
OPP 66 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:14:33 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] Real data shows the fund beating its benchmark in every available window, averaging +0.53pp (1 Year 7.67% vs 7.18%, Since Launch 7.53% vs 6.96%).
MOM 00 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:14:31 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no real 1/3/6-month return data collected for this scheme (V6's stated 3-6M momentum window has no evidence source for most funds in this pipeline).
CON 00 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:14:29 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no Value Research rating collected for this scheme this round.
THS 5 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:12:44 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] Baseline category-standard mandate identified (benchmark: Nifty 50 Arbitrage TRI, real AUM ₹748 Cr).
DSP 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:12:43 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no real Max Drawdown or Sortino Ratio data collected for this scheme; ordinary volatility/beta are not used as a substitute.
STW 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:12:41 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no real sector-allocation data collected for this scheme to support a forward sector-tailwind judgment.
VAL 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:12:39 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no portfolio PE/PB data collected for this scheme from any real source.
FMQ 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:12:38 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no manager identity or tenure evidence collected for this scheme.
PQT 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:12:36 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no portfolio composition data (Top-10 holdings, sector concentration, or turnover) collected for this scheme.
OPP 6 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:12:34 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] Real data shows the fund beating its benchmark in every available window, averaging +0.53pp (1 Year 7.67% vs 7.18%, Since Launch 7.53% vs 6.96%).
MOM 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:12:32 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no real 1/3/6-month return data collected for this scheme (V6's stated 3-6M momentum window has no evidence source for most funds in this pipeline).
CON 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:12:31 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no Value Research rating collected for this scheme this round.