May 2026 Analysis

Equity Ex-Top 100 SIF ReturnsMay 2026

3 Funds Analyzed • NAV Data through 31-May-2026 • Plus Altiva NFO closing 01-Jun

Highlight: qSIF Ex-Top 100's +15.38% in April 2026 is the largest single-month return ever recorded in the entire SIF universe.

3 Funds
Through 31 May 2026
Direct Growth NAVs

+1.45%

Best 1M (May)

qSIF

+8.17%

Best 3M (Mar–May)

qSIF

+1.39%

Category Avg (May)

2 of 2 positive

+0.66%

Best Since Inception

qSIF

Equity Ex-Top 100

May 2026 — Returns Summary

1M: May 2026 • 3M: Mar–May 2026 • Since Inception: NFO launch to end-May 2026

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

qSIF Ex-Top 100

Quant • April +15.38% — biggest single-month return in SIF universe

10.0769+1.45%+0.66%

iSIF Ex-Top 100

ICICI Prudential

9.9500+1.32%-0.40%

WSIF Ex-Top 100

Wealth Co. • Just launched (11-May)

9.9472N/A-0.49%

Key Insights

qSIF Ex-Top 100: The Comeback King

Mar -7.60% → Apr +15.38% → May +1.45%. April's +15.38% was the largest single-month return ever recorded in the entire SIF universe. Now +8.17% over the trailing 3 months — best 3M in any category.

Both established funds positive in May

Category average +1.39% — 2 of 2 funds with full data positive. Strong recovery momentum continues. iSIF (+1.32%) closing the gap with qSIF (+1.45%).

Recovery near-complete from March crash

qSIF is back above ₹10 (₹10.0769) and net positive since inception (+0.66%). iSIF is at ₹9.95 — just -0.40% from inception. Both round-trips nearly complete from the deep -7 to -9% March drawdowns.

WSIF joins as 3rd live fund

The Wealth Company launched WSIF Ex-Top 100 on 11-May-2026. Down -0.49% in first ~3 weeks. Category went from 2 live funds at start of May to 3 by month-end (plus Altiva in NFO).

Altiva Ex-Top 100 launching June

Edelweiss's Altiva Ex-Top 100 NFO closed 01-Jun-2026 (18-May to 01-Jun window). First NAV expected ~10-Jun. Will become 4th live fund in category and add a meaningful new entrant from a SIF specialist.

May 2026 Returns

1-month (May) returns — 2 funds with full month data

Since Inception Leaderboard

Cumulative returns from NFO to 31-May-2026 — all 3 funds

Individual Fund Scorecards

qSIF

Quant13-Nov-25

Incep. NAV

10.0111

End NAV

10.0769

1M (May)

+1.45%

3M (Mar–May)

+8.17%

Overall

+0.66%

April +15.38% — biggest single-month return in SIF universe

iSIF

ICICI Prudential05-Feb-26

Incep. NAV

9.9900

End NAV

9.9500

1M (May)

+1.32%

3M (Mar–May)

+0.81%

Overall

-0.40%

WSIF

Wealth Co.11-May-26

Incep. NAV

9.9962

End NAV

9.9472

1M (May)

N/A

3M (Mar–May)

N/A

Overall

-0.49%

Just launched (11-May)

May 2026 Category Context

Ex-Top 100 Best-Performing Category in May

Equity Ex-Top 100 SIFs averaged +1.39% in May — the strongest of any SIF category (vs Hybrid LS +0.30%, Equity LS -0.45%). Mid + small cap exposure benefited from the broader market consolidation as money rotated into smaller names after April's rebound.

qSIF's Recovery Arc Is Historic

Quant's qSIF Ex-Top 100 captured the steepest rebound in Indian SIF history. From -14.02% drawdown at March-end (the deepest in the universe) to +0.66% net positive by end-May — a ~14.7% percentage-point swing across 2 months. April's +15.38% remains the largest single-month return ever recorded.

Category Expanding: 2 → 3 → 4 Funds

From 2 live funds at start of May (iSIF + qSIF), WSIF Ex-Top 100 (Wealth Co.) joined on 11-May. Altiva Ex-Top 100 (Edelweiss) NFO closes 01-Jun and will launch as the 4th fund in early June. The Ex-Top 100 category is now the second-largest SIF segment by fund count after Equity LS.

Source: AMC Direct Plan — Growth Option NAVs sourced from each AMC's daily NAV history (ICICI Prudential, Quant, The Wealth Company). NAV cutoff: 31-May-2026.

Disclaimer: Returns are computed on Direct Plan Growth Option NAVs. WSIF Ex-Top 100 (launched 11-May-2026) has under 30 days of data — 1M and 3M shown as N/A. Altiva Ex-Top 100 (Edelweiss) NFO closed 01-Jun-2026; first NAV expected ~10-Jun, not yet reflected. Past performance is not indicative of future returns. Please consult a SEBI-registered Investment Advisor before investing.

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