May 2026 Analysis

Active Asset Allocator SIF ReturnsMay 2026

2 Funds Analyzed • NAV Data through 31-May-2026 • Plus iSIF AAA NFO closing 02-Jun

2 Funds
Through 31 May 2026
Direct Growth NAVs

+2.77%

Best 1M (May)

qSIF AAA

+1.68%

Category Avg (May)

2 of 2 positive

+2.73%

Best Since Inception

qSIF AAA

+0.58%

Steadiest fund

DynaSIF (3 of 3 +ve)

Active Asset Allocator

May 2026 — Returns Summary

1M: May 2026 • 3M: Mar–May 2026 (N/A — both under 3 months) • Since Inception: NFO launch to end-May 2026

FundEnd NAV
(31-May)
1M
(May)
Since
Inception

qSIF Active Asset Allocator

Quant • Late-May surge: +1.4% in last 4 days

10.2840+2.77%+2.73%

DynaSIF Active Asset Allocator

360 ONE • 3 of 3 monthly closes positive

10.1830+0.58%+1.62%

Key Insights

qSIF AAA leads at +2.77% in May

Quant's qSIF Active Asset Allocator (launched 24-Apr-2026) had a strong May. Late-month rally — NAV jumped from 10.087 on 21-May to 10.284 on 29-May (+1.95% in 8 days). +2.73% since inception in just ~5 weeks.

DynaSIF AAA: 3 of 3 months positive

360 ONE's DynaSIF AAA has delivered positive returns every full month since launch (Mar +0.01%, Apr +1.02%, May +0.58%). Steady, low-volatility build at +1.62% since inception.

Both funds positive in May

Category average +1.68% — 2 of 2 funds positive. The Active Asset Allocator category's dynamic mandate (equity/debt/commodity rotation) has so far avoided major drawdowns even through the March crash.

Both launched post-crash

DynaSIF (30-Mar) and qSIF AAA (24-Apr) both started after the March 2026 crash bottomed out — riding the recovery rather than weathering the drawdown. Cleaner data to evaluate strategy quality vs lucky timing.

iSIF AAA launching June

ICICI Prudential's iSIF Active Asset Allocator NFO closed 02-Jun-2026 (May 19 to Jun 2 window). First NAV expected mid-June. Will become 3rd live fund in this category — the most distinctive multi-asset SIF (composite benchmark: Nifty 500 + Composite Debt + Gold + Silver).

May 2026 Returns

1-month (May) returns — both funds with full month data

Since Inception Leaderboard

Cumulative returns from NFO to 31-May-2026

Individual Fund Scorecards

qSIF AAA

Quant24-Apr-26

Incep. NAV

10.0110

End NAV

10.2840

1M (May)

+2.77%

3M (Mar–May)

N/A

Overall

+2.73%

Late-May surge: +1.4% in last 4 days

DynaSIF AAA

360 ONE30-Mar-26

Incep. NAV

10.0209

End NAV

10.1830

1M (May)

+0.58%

3M (Mar–May)

N/A

Overall

+1.62%

3 of 3 monthly closes positive

May 2026 Category Context

The Most Distinctive SIF Category

Active Asset Allocator SIFs operate with the widest mandate of any category — equity, debt, commodities, InvITs, and global exposure all under one roof. The dynamic allocation framework lets managers rotate based on macro views rather than stay anchored to a single asset class.

Both Funds Avoided The March Crash

DynaSIF launched 30-Mar (the crash bottom), and qSIF AAA launched 24-Apr (well into recovery). Both sidestepped the worst of the drawdown. Since-inception performance therefore reflects clean strategy execution rather than recovery-from-loss. Worth watching how they handle the next stress event.

iSIF AAA Joins in June

ICICI Prudential's iSIF Active Asset Allocator NFO closed 02-Jun-2026. First NAV expected mid-June. This will be the most differentiated multi-asset SIF — composite benchmark of 50% Nifty 500 TRI + 40% Nifty Composite Debt + 7% Gold + 3% Silver, with 35-80% dynamic equity allocation. 6-PM team across equity, debt, commodities, and economics/strategy.

Source: AMC Direct Plan — Growth Option NAVs sourced from each AMC's daily NAV history (360 ONE, Quant). NAV cutoff: 31-May-2026.

Disclaimer: Returns are computed on Direct Plan Growth Option NAVs. Both funds have under 3 months of data — 3M return shown as N/A. iSIF Active Asset Allocator (ICICI Prudential) NFO closed 02-Jun-2026; first NAV expected mid-June and not yet reflected. Past performance is not indicative of future returns. Please consult a SEBI-registered Investment Advisor before investing.

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