May 2026 Analysis

Equity Long-Short SIF ReturnsMay 2026

8 Funds Analyzed • NAV Data through 31-May-2026 • 3 New Launches

Note: Diviniti and Sapphire operate on ₹1000 face value — NAV levels not directly comparable to ₹10 funds but percentage returns are. Titanium, WSIF, and Arthaya all launched mid-May with limited data.

8 Funds
Through 31 May 2026
Direct Growth NAVs

+2.07%

Best 1M (May)

qSIF

-3.92%

Worst 1M (May)

Diviniti

-0.45%

Category Avg (May)

2 of 5 positive

+3.54%

Best Since Inception

qSIF

Equity Long Short

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 Equity L-S

Quant

10.3596+2.07%+3.54%

Dyna Equity L-S

360 ONE • 3M = Since Inception

10.3307+1.29%+3.23%

Arudha Equity L-S

Bandhan • 3M N/A — under 3 months

10.0770-0.85%+2.55%

Sapphire Equity L-S

Franklin Templeton • ₹1000 face value · 3M N/A

991.7027-0.83%-0.83%

Diviniti Equity L-S

ITI • ₹1000 face value

917.7263-3.92%-8.31%

Titanium Equity L-S

Tata • Just launched (20-May)

10.0201N/A-0.19%

WSIF Equity L-S

Wealth Co. • Just launched (11-May)

9.9127N/A-0.88%

Arthaya Equity L-S

Union • First NAV 29-May (1 data point)

9.9913N/A-0.09%

Key Insights

Best 1M: qSIF +2.07%

Quant's qSIF led the Equity LS category in May — best monthly return, best 3M (+5.65%), and best since inception (+3.54%). The first SIF to launch (Oct 2025) is also the best-performing.

Worst 1M: Diviniti -3.92%

ITI's Diviniti (₹1000 face value) had the worst May — and worst since-inception (-8.31%) of any Equity LS fund. Despite winning the March crash defense (+9% alpha vs Nifty -11.36%), Apr/May couldn't lift it.

Only 2 of 5 funds positive in May

Category average -0.45% — meaningfully worse than Hybrid LS (+0.30%). Pure equity exposure and higher net-long ranges hurt as markets digested April gains.

Dyna's clean recovery arc

360 ONE's Dyna posted -4.39% Mar → +6.59% Apr → +1.29% May — fully recovered the March drawdown. Now +3.23% since inception (Feb 2026), 2nd best in the category.

3 new funds launched in May

Titanium Equity (Tata, 20-May), WSIF (Wealth Co., 11-May), and Arthaya (Union, 18-May — first NAV 29-May) all entered the category mid-month. Category fund count: 5 → 8 in 30 days.

Sapphire ₹1000-face debut

Franklin Templeton's Sapphire launched 29-Apr at ₹1000. Wild first month: peaked +1.5% (07-May), dipped -7.7% (12-May), finished -0.83%. Highest intra-month vol in the category.

May 2026 Returns

1-month (May) returns — 5 funds with full month data

Since Inception Leaderboard

Cumulative returns from NFO to 31-May-2026 — all 8 funds

Individual Fund Scorecards

qSIF

Quant08-Oct-25

Incep. NAV

10.0054

End NAV

10.3596

1M (May)

+2.07%

3M (Mar–May)

+5.65%

Overall

+3.54%

Dyna

360 ONE27-Feb-26

Incep. NAV

10.0072

End NAV

10.3307

1M (May)

+1.29%

3M (Mar–May)

+3.23%

Overall

+3.23%

3M = Since Inception

Arudha

Bandhan30-Mar-26

Incep. NAV

9.8260

End NAV

10.0770

1M (May)

-0.85%

3M (Mar–May)

N/A

Overall

+2.55%

3M N/A — under 3 months

Sapphire

Franklin Templeton29-Apr-26

Incep. NAV

1000.000

End NAV

991.7027

1M (May)

-0.83%

3M (Mar–May)

N/A

Overall

-0.83%

₹1000 face value · 3M N/A

Diviniti

ITI03-Dec-25

Incep. NAV

1000.953

End NAV

917.7263

1M (May)

-3.92%

3M (Mar–May)

-6.13%

Overall

-8.31%

₹1000 face value

Titanium

Tata20-May-26

Incep. NAV

10.0389

End NAV

10.0201

1M (May)

N/A

3M (Mar–May)

N/A

Overall

-0.19%

Just launched (20-May)

WSIF

Wealth Co.11-May-26

Incep. NAV

10.0010

End NAV

9.9127

1M (May)

N/A

3M (Mar–May)

N/A

Overall

-0.88%

Just launched (11-May)

Arthaya

Union18-May-26

Incep. NAV

10.0000

End NAV

9.9913

1M (May)

N/A

3M (Mar–May)

N/A

Overall

-0.09%

First NAV 29-May (1 data point)

May 2026 Category Context

Equity LS Had The Toughest May

Equity Long-Short SIFs averaged -0.45% in May — meaningfully worse than Hybrid LS (+0.30%). Pure equity exposure and higher net-long ranges hurt as markets digested April's sharp rebound. Only 2 of 5 funds with full data finished positive.

Category More Than Doubled in 30 Days

Three new funds entered the Equity LS category in May: Tata Titanium Equity (20-May), Wealth Co. WSIF (11-May), and Union Arthaya (allotted 18-May, first NAV 29-May). Plus Franklin Templeton Sapphire which launched 29-Apr. The category went from 4 active funds at start of April to 8 by end of May.

qSIF: First In, Still First Out

The first SIF ever launched in India (Oct 2025) remains the best Equity LS performer across every window — +2.07% (May), +5.65% (3M), +3.54% (since inception). The quant-driven approach handled the Mar crash with just -8.95% (vs Nifty -11.36%) and captured the April rebound at +13.68% — the strongest single monthly return in the entire SIF universe so far.

Source: AMC Direct Plan — Growth Option NAVs sourced from each AMC's daily NAV history (Quant, 360 ONE, Bandhan, Franklin Templeton, ITI, Tata, The Wealth Company, Union MF). NAV cutoff: 31-May-2026.

Disclaimer: Returns are computed on Direct Plan Growth Option NAVs. Diviniti and Sapphire operate on ₹1000 face value — NAV levels not comparable to ₹10 funds but percentage returns are. Titanium Equity (20-May), WSIF (11-May), and Arthaya (18-May, first NAV 29-May) launched mid-May with limited data — 1M and 3M shown as N/A. Sapphire (29-Apr launch) has full May 1M but no 3M. Past performance is not indicative of future returns. Please consult a SEBI-registered Investment Advisor before investing.

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