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360 ONE Overnight Fund

360 ONE Mutual Fund · 153703 · Quant Rank #35

Not RecommendablePreliminary 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
CategoryDEB
AUM₹231.6 Cr
BenchmarkNifty 1D Rate Index
RiskometerLow
TERInsufficient data
InceptionInsufficient data
Track RecordInsufficient data
Fund ManagerInsufficient data
AUM Floor₹1000 Cr
Min Track3 yrs
Max Alloc30%
Returns vs Benchmark
WindowFundBenchmark
1 Month5.03%5.07%
3 Month5.14%5.19%
6 Month5.18%5.17%
1 Year5.36%5.30%
Since Launch5.39%5.32%
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 — EligibilityEXCLUDED

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

Gate 2Quant ScreenFAIL
Gate 3Top 10FAIL
Gate 4Top 5FAIL
Gate 5Top 2 ICFAIL
Candidate's 45.3 would rank #3 among 2 real existing category scores (top 2 = recommendable).
Analyst Name
MOMMomentum
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, 2:19:39 PM

CONConsistency
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, 2:19:41 PM

PQTPortfolio 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, 2:19:43 PM

FMQFund 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, 2:19:45 PM

VALValuation 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, 2:19:46 PM

STWSector 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, 2:19:48 PM

DSPDownside 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, 2:19:51 PM

OPPOutperformance 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, 2:19:52 PM

THSThesis 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, 2:19:54 PM

V6 Final Score
45.3
/ 100 — Final Score
AVOID
MOM
4.2
CON
6.0
PQT
5.5
FMQ
6.0
VAL
5.0
STW
5.4
DSP
5.6
OPP
4.8
FMT
AMQ
1.8
AUT
ERS
THS
1.0
Data-limited: FMT, AUT, ERS (insufficient data — never defaulted to 0)
Source Evidence (18)
BenchmarkNifty 1D Rate Index
Riskometer (Scheme)Low
NAV - Direct Plan1060.34
NAV Date21-Aug-2026
Daily AUM (Cr.)231.59
Previous Month Closing AUM (Cr.)245.82
Previous Month Average AUM (Cr.)430.43
1 Month Return - Direct Plan (%)5.0266
1 Month Return - Benchmark (%)5.0742
3 Month Return - Direct Plan (%)5.1450
3 Month Return - Benchmark (%)5.1896
6 Month Return - Direct Plan (%)5.1820
6 Month Return - Benchmark (%)5.1720
1 Year Return - Direct Plan (%)5.3613
1 Year Return - Benchmark (%)5.2979
Since Launch Return - Direct Plan (%)5.3948
Since Launch Return - Benchmark (%)5.3195
Audit Log
THS 55 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 2:19:58 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] Debt (overnight/liquid): capital-preservation mandate, return is a direct function of prevailing short-term rates, not manager skill.
OPP 66 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 2:19:56 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 +0.06pp vs benchmark, SinceLaunch +0.08pp vs benchmark (avg 0.07pp).
DSP 77 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 2:19:54 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. Debt 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, 2:19:52 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: Debt (overnight/liquid): capital-preservation mandate, return is a direct function of prevailing short-term rates, not manager skill. 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 55 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 2:19:50 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 55 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 2:19:48 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, 2:19:46 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 ₹231.59 Cr vs category floor ₹1000 Cr (0.2x). 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, 2:19:44 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 +0.06pp vs benchmark, SinceLaunch +0.08pp vs benchmark, avg 0.07pp).
MOM 66 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 2:19:42 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: +0.06pp 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, 12:14:58 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] Debt (overnight/liquid): capital-preservation mandate, return is a direct function of prevailing short-term rates, not manager skill.
OPP 66 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 12:14:56 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 +0.06pp vs benchmark, SinceLaunch +0.08pp vs benchmark (avg 0.07pp).
DSP 77 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 12:14:55 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. Debt 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, 12:14:53 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: Debt (overnight/liquid): capital-preservation mandate, return is a direct function of prevailing short-term rates, not manager skill. 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 55 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 12:14:51 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 55 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 12:14:49 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, 12:14:47 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 ₹231.59 Cr vs category floor ₹1000 Cr (0.2x). 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, 12:14:45 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 +0.06pp vs benchmark, SinceLaunch +0.08pp vs benchmark, avg 0.07pp).
MOM 66 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 12:14:43 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: +0.06pp 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, 10:39:48 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] Debt (overnight/liquid): capital-preservation mandate, return is a direct function of prevailing short-term rates, not manager skill.
OPP 66 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:39:45 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 +0.06pp vs benchmark, SinceLaunch +0.08pp vs benchmark (avg 0.07pp).
DSP 77 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:39:36 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] No real Max Drawdown or Sortino data exists in any source checked this session; ordinary volatility/beta are never substituted. Debt 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, 10:39:32 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] Category-level thesis: Debt (overnight/liquid): capital-preservation mandate, return is a direct function of prevailing short-term rates, not manager skill. 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 55 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:39:30 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 55 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:39:28 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 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, 10:39:26 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] Real AUM ₹231.59 Cr vs category floor ₹1000 Cr (0.2x). 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, 10:39:24 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 Value Research rating collected; consistency estimated from real return-vs-benchmark trend (1Y +0.06pp vs benchmark, SinceLaunch +0.08pp vs benchmark, avg 0.07pp).
MOM 66 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:39:22 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: +0.06pp 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, 10:06:45 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] Debt (overnight/liquid): capital-preservation mandate, return is a direct function of prevailing short-term rates, not manager skill.
OPP 66 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:06:43 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] Real return-vs-benchmark evidence: 1Y +0.06pp vs benchmark, SinceLaunch +0.08pp vs benchmark (avg 0.07pp).
DSP 07 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:06:41 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] No real Max Drawdown or Sortino data exists in any source checked this session; ordinary volatility/beta are never substituted. Debt 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, 10:06:40 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: Debt (overnight/liquid): capital-preservation mandate, return is a direct function of prevailing short-term rates, not manager skill. 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 05 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:06:38 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 05 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:06:36 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] 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, 10:06:34 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] Real AUM ₹231.59 Cr vs category floor ₹1000 Cr (0.2x). 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, 10:06:32 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 Value Research rating collected; consistency estimated from real return-vs-benchmark trend (1Y +0.06pp vs benchmark, SinceLaunch +0.08pp vs benchmark, avg 0.07pp).
MOM 06 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 10:06:30 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: +0.06pp 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, 9:03:00 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] Baseline category-standard mandate identified (benchmark: Nifty 1D Rate Index, real AUM ₹231.59 Cr).
DSP 00 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:02:58 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, 9:02:56 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, 9:02:54 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, 9:02:52 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, 9:02:50 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, 9:02:49 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 +0.07pp (1 Year 5.36% vs 5.30%, Since Launch 5.39% vs 5.32%).
MOM 00 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:02:47 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, 9:02:45 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, 8:01:47 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] Baseline category-standard mandate identified (benchmark: Nifty 1D Rate Index, real AUM ₹231.59 Cr).
DSP 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:01:45 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, 8:01:43 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, 8:01:41 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, 8:01:39 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, 8:01:37 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, 8:01:35 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 +0.07pp (1 Year 5.36% vs 5.30%, Since Launch 5.39% vs 5.32%).
MOM 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:01:33 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, 8:01:31 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.