Detailed performance report - July 2026
30 Direct Plan Growth strategies, tracked and reconciled.
July's top performer
+8.26%
qSIF AAA - Active Asset Allocator - Quant
30
Strategies tracked
27
Eligible for July rank
26 / 27
Positive breadth
+2.40%
Equal-weight average
Daily NAV freshness
Checking the latest daily NAV publication. July rankings stay locked to the 31-Jul-2026 report cut-off.
July in one view
Executive summary
30
Strategies tracked
27
Eligible for July rank
26 / 27
Positive breadth
+2.40%
Equal-weight average
“July was broad but highly dispersed at the top. The mature direct-growth SIF universe produced 26 positive results from 27 comparable month-end records.”
Top five strategies - one-month return, ranked
Broad-market reference
Market context: Nifty 500
30-Jun close
22,995.65
28-Jul close
23,114.90
Move
+0.52%
This price-index move is context, not a benchmark or alpha calculation. Category-specific TRI series must be paired with each strategy before excess-return claims are made.
Category breadth and leadership
Which category won July?
Hybrid Long Short
Earliest NAV 2025-10-20
+1.64%
July average
+4.06%
Since-inception avg
9 / 11
Eligible / total
9 / 9
Positive breadth
July winner: qSIF Hybrid +3.26%. Since-inception leader: Altiva Hybrid +9.91%.
Equity Long Short
Earliest NAV 2025-10-08
+2.21%
July average
+4.13%
Since-inception avg
9 / 10
Eligible / total
9 / 9
Positive breadth
July winner: qSIF Equity +4.23%. Since-inception leader: qSIF Equity +10.69%.
Equity Ex-Top 100
Earliest NAV 2025-11-13
+3.91%
July average
+7.72%
Since-inception avg
5 / 5
Eligible / total
5 / 5
Positive breadth
July winner: qSIF Ex-Top 100 +7.70%. Since-inception leader: qSIF Ex-Top 100 +13.05%.
Active Asset Allocator
Earliest NAV 2026-03-30
+3.85%
July average
+7.14%
Since-inception avg
3 / 3
Eligible / total
3 / 3
Positive breadth
July winner: qSIF AAA +8.26%. Since-inception leader: qSIF AAA +14.07%.
Sector Rotation
Earliest NAV 2026-05-18
-0.87%
July average
+1.19%
Since-inception avg
1 / 1
Eligible / total
0 / 1
Positive breadth
July winner: qSIF Sector Rotation -0.87%. Since-inception leader: qSIF Sector Rotation +1.19%.
Equity Ex-Top 100 led both average windows. Hybrid Long Short is the only category where the July winner and since-inception leader differ. Sector Rotation remains a single-strategy category, so its result should not be read as broad category evidence.
Ten months at a glance
Every observed monthly return for every SIF since inception. Darker green marks stronger gains, darker red marks deeper drawdowns, and grey marks no full-month observation.
| Strategy | Oct 25 | Nov 25 | Dec 25 | Jan 26 | Feb 26 | Mar 26 | Apr 26 | May 26 | Jun 26 | Jul 26 |
|---|---|---|---|---|---|---|---|---|---|---|
| Hybrid Long Short | ||||||||||
| Altiva Hybrid (Edelweiss) | +0.09 | +1.01 | +1.71 | +0.13 | +0.71 | -1.53 | +3.17 | +1.14 | +1.37 | +1.77 |
| Apex Hybrid (Aditya Birla Sun Life) | - | - | - | - | - | 0.00 | +0.40 | +0.50 | +1.91 | +2.61 |
| Arudha Hybrid (Bandhan) | - | - | - | - | +0.45 | +0.12 | +0.38 | +0.22 | +1.60 | +0.47 |
| Infinity Hybrid (Kotak Mahindra Mutual Fund) | - | - | - | - | - | - | - | - | - | +1.20 |
| Magnum Hybrid (SBI) | -0.34 | +1.24 | +0.95 | -0.83 | +0.77 | -2.16 | +2.28 | +0.68 | +1.36 | +0.93 |
| Platinum Hybrid (Mirae Asset) | - | - | - | - | - | - | - | - | +0.86 | +1.01 |
| Prism Hybrid (Jio BlackRock Mutual Fund) | - | - | - | - | - | - | - | - | - | +0.35 |
| RedHex Hybrid (HSBC Mutual Fund) | - | - | - | - | - | - | - | - | +0.16 | +0.72 |
| Titanium Hybrid (Tata) | - | - | +0.64 | -1.02 | +1.42 | -6.87 | +5.51 | +0.55 | +1.77 | +0.73 |
| iSIF Hybrid (ICICI Prudential) | - | - | - | - | -0.59 | -7.31 | +7.45 | +0.02 | +3.00 | +3.22 |
| qSIF Hybrid (Quant) | +0.46 | -0.38 | -0.08 | -1.29 | +0.48 | -0.91 | +6.94 | -1.02 | +1.63 | +3.26 |
| Equity Long Short | ||||||||||
| Arthaya Equity (Union) | - | - | - | - | - | - | - | 0.00 | +0.94 | +0.71 |
| Arudha Equity (Bandhan) | - | - | - | - | - | +0.01 | +3.42 | -0.85 | +2.15 | +2.41 |
| Diviniti Equity (ITI) | - | - | +0.25 | -1.23 | -1.37 | -2.99 | +0.71 | -3.92 | +2.40 | +0.34 |
| DynaSIF Equity (360 ONE) | - | - | - | - | 0.00 | -4.39 | +6.59 | +1.29 | +1.77 | +2.17 |
| Sapphire Equity (Franklin Templeton) | - | - | - | - | - | - | 0.00 | -0.83 | +1.17 | +1.07 |
| Summit Equity (Invesco Mutual Fund) | - | - | - | - | - | - | - | - | - | +2.51 |
| Titanium Equity (Tata) | - | - | - | - | - | - | - | -0.19 | +1.28 | +3.37 |
| WSIF Equity (Wealth Company) | - | - | - | - | - | - | - | -0.88 | +5.05 | +2.57 |
| iSIF Equity (ICICI Prudential) | - | - | - | - | - | - | - | - | +1.80 | +3.05 |
| qSIF Equity (Quant) | +1.36 | -0.23 | -0.58 | -3.32 | +0.82 | -8.95 | +13.68 | +2.07 | +2.57 | +4.23 |
| Equity Ex-Top 100 | ||||||||||
| Altiva Ex-Top 100 (Edelweiss) | - | - | - | - | - | - | - | - | +6.11 | +2.25 |
| DynaSIF Ex-Top 100 (360 ONE) | - | - | - | - | - | - | - | - | +0.68 | +4.40 |
| WSIF Ex-Top 100 (Wealth Company) | - | - | - | - | - | - | - | -0.49 | +6.07 | +2.15 |
| iSIF Ex-Top 100 (ICICI Prudential) | - | - | - | - | -1.20 | -8.61 | +8.87 | +1.32 | +1.41 | +3.07 |
| qSIF Ex-Top 100 (Quant) | - | +0.01 | -1.49 | -4.69 | -0.90 | -7.60 | +15.38 | +1.45 | +4.28 | +7.70 |
| Active Asset Allocator | ||||||||||
| DynaSIF AAA (360 ONE) | - | - | - | - | - | +0.01 | +1.02 | +0.58 | +1.47 | +1.00 |
| iSIF AAA (ICICI Prudential) | - | - | - | - | - | - | - | - | +0.87 | +2.30 |
| qSIF AAA (Quant) | - | - | - | - | - | - | -0.04 | +2.77 | +2.57 | +8.26 |
| Sector Rotation | ||||||||||
| qSIF Sector Rotation (Quant) | - | - | - | - | - | - | - | +0.65 | +1.42 | -0.87 |
Cross-category leaderboard
Portfolio matrix
Use this as a screening matrix, not a recommended portfolio. Equal-weight category averages avoid unverified AUM weighting, and the strategies do not share one benchmark.
| Rank | Strategy | Trend | July | 3M | Since inception |
|---|---|---|---|---|---|
| 1 | qSIF AAA Active Asset Allocator - Quant | +8.26% | +14.12% | +14.07% | |
| 2 | qSIF Ex-Top 100 Equity Ex-Top 100 - Quant | +7.70% | +13.94% | +13.05% | |
| 3 | DynaSIF Ex-Top 100 Equity Ex-Top 100 - 360 ONE | +4.40% | N/A | +5.11% | |
| 4 | qSIF Equity Equity Long Short - Quant | +4.23% | +9.12% | +10.69% | |
| 5 | Titanium Equity Equity Long Short - Tata | +3.37% | N/A | +4.50% | |
| 6 | qSIF Hybrid Hybrid Long Short - Quant | +3.26% | +3.87% | +9.16% | |
| 7 | iSIF Hybrid Hybrid Long Short - ICICI Prudential | +3.22% | +6.34% | +5.29% | |
| 8 | iSIF Ex-Top 100 Equity Ex-Top 100 - ICICI Prudential | +3.07% | +5.91% | +4.10% | |
| 9 | iSIF Equity Equity Long Short - ICICI Prudential | +3.05% | N/A | +4.90% | |
| 10 | Apex Hybrid Hybrid Long Short - Aditya Birla Sun Life | +2.61% | +5.09% | +5.51% | |
| 11 | WSIF Equity Equity Long Short - Wealth Company | +2.57% | N/A | +6.80% | |
| 12 | Arudha Equity Equity Long Short - Bandhan | +2.41% | +3.73% | +7.29% | |
| 13 | iSIF AAA Active Asset Allocator - ICICI Prudential | +2.30% | N/A | +3.19% | |
| 14 | Altiva Ex-Top 100 Equity Ex-Top 100 - Edelweiss | +2.25% | N/A | +8.50% | |
| 15 | DynaSIF Equity Equity Long Short - 360 ONE | +2.17% | +5.32% | +7.34% | |
| 16 | WSIF Ex-Top 100 Equity Ex-Top 100 - Wealth Company | +2.15% | N/A | +7.82% | |
| 17 | Altiva Hybrid Hybrid Long Short - Edelweiss | +1.77% | +4.34% | +9.91% | |
| 18 | Sapphire Equity Equity Long Short - Franklin Templeton | +1.07% | N/A | +1.41% | |
| 19 | Platinum Hybrid Hybrid Long Short - Mirae Asset | +1.01% | N/A | +1.88% | |
| 20 | DynaSIF AAA Active Asset Allocator - 360 ONE | +1.00% | +3.08% | +4.15% | |
| 21 | Magnum Hybrid Hybrid Long Short - SBI | +0.93% | +3.00% | +4.91% | |
| 22 | Titanium Hybrid Hybrid Long Short - Tata | +0.73% | +3.08% | +2.32% | |
| 23 | RedHex Hybrid Hybrid Long Short - HSBC Mutual Fund | +0.72% | N/A | +0.89% | |
| 24 | Arthaya Equity Equity Long Short - Union | +0.71% | N/A | +1.65% | |
| 25 | Arudha Hybrid Hybrid Long Short - Bandhan | +0.47% | +2.29% | +3.26% | |
| 26 | Diviniti Equity Equity Long Short - ITI | +0.34% | -1.28% | -5.80% | |
| 27 | qSIF Sector Rotation Sector Rotation - Quant | -0.87% | N/A | +1.19% |
Category deep dives
Five category views separate July leadership, since-inception leadership, breadth, and incomplete launch windows.
Equity Long Short
+2.21%
July average
+4.13%
Since-inception avg
9 / 10
Eligible / total
9 / 9
Positive breadth
2025-10-08
Earliest NAV
July top 3
Since-inception top 3
| # | Strategy | July | 3M | Since inception | Status |
|---|---|---|---|---|---|
| 1 | qSIF Equity Quant | +4.23% | +9.12% | +10.69% | Full period |
| 2 | DynaSIF Equity 360 ONE | +2.17% | +5.32% | +7.34% | Full period |
| 3 | Arudha Equity Bandhan | +2.41% | +3.73% | +7.29% | Full period |
| 4 | WSIF Equity Wealth Company | +2.57% | N/A | +6.80% | Full period |
| 5 | iSIF Equity ICICI Prudential | +3.05% | N/A | +4.90% | Full period |
| 6 | Titanium Equity Tata | +3.37% | N/A | +4.50% | Full period |
| 7 | Summit Equity Invesco Mutual Fund | N/A | N/A | +2.51% | July launch |
| 8 | Arthaya Equity Union | +0.71% | N/A | +1.65% | Full period |
| 9 | Sapphire Equity Franklin Templeton | +1.07% | N/A | +1.41% | Full period |
| 10 | Diviniti Equity ITI | +0.34% | -1.28% | -5.80% | Full period |
Hybrid Long Short
+1.64%
July average
+4.06%
Since-inception avg
9 / 11
Eligible / total
9 / 9
Positive breadth
2025-10-20
Earliest NAV
July top 3
Since-inception top 3
| # | Strategy | July | 3M | Since inception | Status |
|---|---|---|---|---|---|
| 1 | Altiva Hybrid Edelweiss | +1.77% | +4.34% | +9.91% | Full period |
| 2 | qSIF Hybrid Quant | +3.26% | +3.87% | +9.16% | Full period |
| 3 | Apex Hybrid Aditya Birla Sun Life | +2.61% | +5.09% | +5.51% | Full period |
| 4 | iSIF Hybrid ICICI Prudential | +3.22% | +6.34% | +5.29% | Full period |
| 5 | Magnum Hybrid SBI | +0.93% | +3.00% | +4.91% | Full period |
| 6 | Arudha Hybrid Bandhan | +0.47% | +2.29% | +3.26% | Full period |
| 7 | Titanium Hybrid Tata | +0.73% | +3.08% | +2.32% | Full period |
| 8 | Platinum Hybrid Mirae Asset | +1.01% | N/A | +1.88% | Full period |
| 9 | Infinity Hybrid Kotak Mahindra Mutual Fund | N/A | N/A | +1.20% | July launch |
| 10 | RedHex Hybrid HSBC Mutual Fund | +0.72% | N/A | +0.89% | Full period |
| 11 | Prism Hybrid Jio BlackRock Mutual Fund | N/A | N/A | +0.35% | July launch |
Equity Ex-Top 100
+3.91%
July average
+7.72%
Since-inception avg
5 / 5
Eligible / total
5 / 5
Positive breadth
2025-11-13
Earliest NAV
July top 3
Since-inception top 3
| # | Strategy | July | 3M | Since inception | Status |
|---|---|---|---|---|---|
| 1 | qSIF Ex-Top 100 Quant | +7.70% | +13.94% | +13.05% | Full period |
| 2 | Altiva Ex-Top 100 Edelweiss | +2.25% | N/A | +8.50% | Full period |
| 3 | WSIF Ex-Top 100 Wealth Company | +2.15% | N/A | +7.82% | Full period |
| 4 | DynaSIF Ex-Top 100 360 ONE | +4.40% | N/A | +5.11% | Full period |
| 5 | iSIF Ex-Top 100 ICICI Prudential | +3.07% | +5.91% | +4.10% | Full period |
Active Asset Allocator
+3.85%
July average
+7.14%
Since-inception avg
3 / 3
Eligible / total
3 / 3
Positive breadth
2026-03-30
Earliest NAV
July top 3
Since-inception top 3
| # | Strategy | July | 3M | Since inception | Status |
|---|---|---|---|---|---|
| 1 | qSIF AAA Quant | +8.26% | +14.12% | +14.07% | Full period |
| 2 | DynaSIF AAA 360 ONE | +1.00% | +3.08% | +4.15% | Full period |
| 3 | iSIF AAA ICICI Prudential | +2.30% | N/A | +3.19% | Full period |
Sector Rotation
-0.87%
July average
+1.19%
Since-inception avg
1 / 1
Eligible / total
0 / 1
Positive breadth
2026-05-18
Earliest NAV
July top 3
Since-inception top 3
| # | Strategy | July | 3M | Since inception | Status |
|---|---|---|---|---|---|
| 1 | qSIF Sector Rotation Quant | -0.87% | N/A | +1.19% | Full period |
New supply - track, do not rank
July launch watchlist
Publication notes
Methodology, sources and next layer
The canonical source is AMFI SIF NAV History for Direct Plan Growth options observed through 31-Jul-2026. One-month return is the simple point-to-point return from 30-Jun to 31-Jul. Three-month return runs from 30-Apr to 31-Jul. A strategy needs both endpoints to enter that period's rank or average.
| Data source | Use | Priority |
|---|---|---|
| AMFI SIF NAV History | NAVs, scheme IDs, start dates and strategy returns | Primary |
| NSE Indices / NiftyIndices | Nifty 500 price-index context and future TRI pairing | Primary |
| AMC SID, KIM and factsheets | Benchmark, fees, risk, exposures and product terms | Primary |
| AMFI monthly SIF disclosures | AUM, flows, folios and scale context | Primary |
Limitations: category averages are equal-weighted; raw NAV levels are not comparable across face values; SIF mandates differ materially; and past performance does not indicate future results.
Open the official AMFI source