January 2026 Analysis

Hybrid Long-Short SIF FundPerformance Report

Comprehensive analysis of 4 Hybrid Long-Short Strategy Funds tracking returns, volatility, risk-adjusted performance and correlations.

4 Funds Analyzed
Jan 1-30, 2026
Daily NAV Data

Fund Performance Snapshot

Winner

Edelweiss

Altiva SIF

Monthly Return+0.03%
Volatility0.15%
Max Drawdown-0.57%
Sharpe Ratio0.18
Final NAV10.3066
High Risk

Quant

QSIF

Monthly Return-1.27%
Volatility0.34%
Max Drawdown-2.59%
Sharpe Ratio-3.15
Final NAV9.8890

SBI

Magnum SIF

Monthly Return-0.99%
Volatility0.23%
Max Drawdown-1.55%
Sharpe Ratio-3.55
Final NAV10.1368

ICICI Prudential

Titanium SIF

Monthly Return-1.00%
Volatility0.38%
Max Drawdown-2.56%
Sharpe Ratio-2.19
Final NAV9.9637

Indexed NAV Performance

All funds indexed to 100 on December 31, 2025 for comparative analysis

🏆 January 2026 Leaderboard

Performance Rankings Across Key Metrics

Best Returns

🥇Altiva
+0.03%
🥈Magnum
-0.99%
🥉Titanium
-1.00%

Lowest Volatility

🥇Altiva
0.15%
🥈Magnum
0.23%
🥉QSIF
0.34%

Best Risk-Adjusted Returns

🥇Altiva
0.18
🥈Titanium
-2.19
🥉QSIF
-3.15

Smallest Drawdown

🥇Altiva
-0.57%
🥈Magnum
-1.55%
🥉Titanium
-2.56%

Key Insights

WINNER: Altiva SIF

  • Only fund with positive returns (+0.03%)
  • Lowest volatility at 0.15%
  • Most stable performance throughout the month
  • Best defensive positioning

HIGHEST RISK: QSIF

  • Largest drawdown at -2.59%
  • Highest volatility at 0.34%
  • Worst monthly return at -1.27%
  • Sharpe ratio of -3.15 indicates poor risk-adjusted returns

MARKET ENVIRONMENT

  • Challenging month for hybrid long-short funds
  • 3 out of 4 funds delivered negative returns
  • High correlation between funds (0.60-0.83)
  • Defensive strategies outperformed aggressive ones

INVESTOR TAKEAWAYS

  • Altiva demonstrated superior risk management
  • Volatility ranged from 0.15% to 0.38%
  • Fund selection matters significantly
  • Consider volatility alongside returns

Fund Returns Correlation

High correlation suggests systematic market pressures affecting all funds similarly

AltivaQSIFMagnumTitanium
Altiva1.000.600.740.83
QSIF0.601.000.620.63
Magnum0.740.621.000.76
Titanium0.830.630.761.00

Correlation ranges from 0.60 to 0.83, indicating moderate to high interdependence

Summary & Recommendations

In January 2026, Altiva SIF emerged as the clear winner among hybrid long-short funds, being the only fund to deliver positive returns while maintaining the lowest volatility. The month proved challenging for most SIF funds, with high inter-fund correlation suggesting systematic market pressures.

Investors should prioritize risk management and volatility metrics when selecting SIF funds, as demonstrated by Altiva's defensive positioning.

Data Source: NAV Historical Data | Analysis Period: Jan 1-30, 2026

Disclaimer: Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

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