May 2026 Analysis

Sector Rotation SIF ReturnsMay 2026

Category-Defining Launch • qSIF Sector Rotation by Quant • Inception 18-May-2026

India's first & only Sector Rotation SIF. Concentrated in 4 of 12 sectors at any given time with derivative short overlay for hedging.

1 Fund
11 Days of Data
Direct Growth NAV

+0.65%

Since Inception

11 days

₹10.0744

NAV (29-May)

from ₹10.0096

9 of 9

Daily NAVs

Above face value

+1.95%

21-May to 27-May

Late-May surge

Sector Rotation

Daily NAV Journey — 18-May to 29-May 2026

Direct Plan Growth NAV, in INR

DateNAV (₹)vs. Inception
18-May-202610.00960.00%
19-May-202610.0108+0.01%
20-May-202610.0120+0.02%
21-May-202610.0132+0.04%
22-May-202610.0207+0.11%
25-May-202610.0402+0.31%
26-May-202610.0444+0.35%
27-May-202610.0756+0.66%
29-May-202610.0744+0.65%

Fund Overview

qSIF Sector Rotation Long-Short

by Quant Mutual Fund

Inception

18-May-26

Incep. NAV

10.0096

End-May NAV

10.0744

Since Inception

+0.65%
qSIF Sector Rotation by Quant is the first and only Sector Rotation SIF in India. The fund concentrates in 4 of 12 broad sectors at any given time (rotating based on Quant's systematic models), with a derivative short overlay for risk management. This is a category-defining product — no other AMC has launched a Sector Rotation SIF as of end-May 2026.

Key Insights

9 of 9 NAVs above face value

Every single business-day NAV since launch (18-May to 29-May) has been ≥₹10. No drawdown so far — clean positive trajectory from day one.

Late-May surge: +1.95% in 4 trading days

NAV climbed from 10.0132 (21-May) to 10.0756 (27-May) — a 6-day rally that drove most of the since-inception return. Final close was slightly off the peak.

Category-defining product

As of end-May 2026, qSIF Sector Rotation is the only Sector Rotation SIF in India. No competing AMC has filed in this category. Quant's sector-rotation models (e.g., the long-running Quant Active Fund) inform the strategy.

Too early to draw conclusions

11 days of data is not enough to evaluate strategy quality, sector-rotation skill, or risk management. The first full month-end snapshot (June 2026) will be more informative. 3M data not available until end of July.

Category Context

Why Sector Rotation Matters

Indian markets are increasingly driven by sector-specific cycles — IT, banking, capital goods, pharma, FMCG, etc. each have their own setup. A sector-rotation strategy attempts to overweight winning sectors and short losers via derivatives. The Quant approach uses systematic factor models rather than discretionary calls.

Clean Launch Window

Launching 18-May meant the fund missed the March crash entirely and entered post-rebound. The +0.65% in 11 days is a steady-state quote rather than a recovery story. Watch how the fund handles the next risk-off event for a real test of the rotation framework.

Source: AMC Direct Plan — Growth Option NAVs from Quant Mutual Fund. NAV cutoff: 29-May-2026 (last available business day).

Disclaimer: qSIF Sector Rotation Long-Short launched 18-May-2026. Only 11 days of NAV history available — 1M and 3M returns shown as N/A. Single-fund category; no peer comparison possible. Past performance is not indicative of future returns. Please consult a SEBI-registered Investment Advisor before investing.

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