SIFcase

Monthly Performance Report

October 2026 SIF Performance Report

A complete look at how Specialized Investment Fund strategies performed in October 2026, covering 36 Regular • Growth schemes from 2026-10-01 to 2026-10-31.

How monthly returns are calculated
36 funds covered•2026-10-01 – 2026-10-31•7 positive / 29 negative

Best Performer

Apex Equity Long-Short Fund

Aditya Birla Sun Life Mutual Fund

+0.71%

Worst Performer

Altiva Equity Ex- Top 100 Long - Short Fund

Edelweiss Mutual Fund

-6.96%

Average Return

-1.57%

across 36 schemes

Nifty 50 Benchmark

+1.95%

October 2026 return

Fund-wise Returns — Regular • Growth

Sorted by October 2026 monthly return

FundAMCInceptionMonthlySince Inception
Altiva Equity Long-Short Fund†Edelweiss Mutual Fund2026-10-05+0.76%+3.52%
Apex Equity Long-Short FundAditya Birla Sun Life Mutual Fund2026-09-01+0.71%+0.70%
qsif Sector Rotation Long-Short FundQuant Mutual Fund2026-05-18+0.64%+4.48%
Summit Equity Long-Short FundInvesco Mutual Fund2026-07-24+0.49%+3.71%
Titanium Active Asset Allocator Long-Short Fund†Tata Mutual Fund2026-10-16+0.33%+0.55%
INFINITY HYBRID LONG-SHORT FUND-REGULARKotak Mahindra Mutual Fund2026-07-09+0.24%+3.61%
Apex Hybrid Long-Short Fund - RegularAditya Birla Sun Life Mutual Fund2026-03-30+0.22%+7.65%
MSIF Equity Long-Short Fund†Mahindra Manulife Mutual Fund2026-10-26+0.19%+1.13%
Arudha Hybrid Long-Short FundBandhan Mutual Fund2026-02-04+0.17%+3.87%
Apex Equity Ex-Top 100 Long-short FundAditya Birla Sun Life Mutual Fund2026-09-01+0.00%-0.30%
Prism Hybrid Long-Short FundJio BlackRock Mutual Fund2026-07-23-0.07%+2.65%
Titanium Hybrid Long-Short Fund Regular Plan GrowthTata Mutual Fund2025-12-17-0.09%+0.62%
Platinum Hybrid Long-Short FundMirae Asset Mutual Fund2026-06-11-0.17%+1.26%
RedHex Hybrid Long-Short Fund - RegularHSBC Mutual Fund2026-06-25-0.23%+2.14%
Arthaya Equity Long Short FundUnion Mutual Fund2026-05-29-0.32%-1.88%
Magnum Hybrid Long Short FundSBI Mutual Fund2025-10-29-0.62%+3.16%
Sapphire Equity Long-Short SIFFranklin Templeton Asset Management2026-04-29-0.75%-2.98%
iSIF Active Asset Allocator Long-Short FundICICI Prudential Mutual Fund2026-06-08-0.78%+2.79%
Altiva Hybrid Long-Short FundEdelweiss Mutual Fund2025-10-24-0.81%+9.15%
Arudha Equity Long-Short FundBandhan Mutual Fund2026-03-30-0.93%+3.09%
qsif Equity Long Short FundQuant Mutual Fund2025-10-08-1.08%+10.09%
DynaSIF Active Asset Allocator Long-Short Fund360 ONE Mutual Fund2026-03-30-1.18%+3.06%
iSIF Hybrid Long-Short FundICICI Prudential Mutual Fund2026-02-05-1.73%+3.44%
Titanium Equity Long-Short Fund Regular GrowthTata Mutual Fund2026-05-20-1.82%+2.43%
DynaSIF Equity Long - Short Fund360 ONE Mutual Fund2026-02-27-2.00%+0.96%
WSIF Equity Long-Short Fund - Regular GrowthThe Wealth Company2026-05-11-2.04%+1.29%
Diviniti Equity Long Short FundITI Mutual Fund2025-12-03-2.27%-12.85%
iSIF Equity Long-Short FundICICI Prudential Mutual Fund2026-06-08-2.56%+5.00%
qsif Equity Ex-Top 100 Long-Short FundQuant Mutual Fund2025-11-13-3.12%+12.39%
qsif Hybrid Long-Short FundQuant Mutual Fund2025-10-20-3.23%+26.63%
iSIF Equity Ex-Top 100 Long-Short FundICICI Prudential Mutual Fund2026-02-05-3.47%-0.60%
qsif Active Asset Allocator Long-Short FundQuant Mutual Fund2026-04-24-3.64%+27.13%
WSIF Equity Ex-Top 100 Long-Short Fund - Regular GrowthThe Wealth Company2026-05-11-4.53%+0.58%
Magnum Equity Ex-Top 100Long Short FundSBI Mutual Fund2026-09-02-4.65%-4.56%
DynaSIF Equity Ex-Top 100 Long - Short Fund360 ONE Mutual Fund2026-06-29-5.07%+7.88%
Altiva Equity Ex- Top 100 Long - Short FundEdelweiss Mutual Fund2026-06-10-6.96%+1.34%

† Launched during October 2026: return runs from the fund's first NAV, not a full month, and is excluded from the best/worst performer and average.

Key Insights

  • ●Apex Equity Long-Short Fund (Aditya Birla Sun Life Mutual Fund) led the category with a +0.71% return in October 2026.
  • ●Altiva Equity Ex- Top 100 Long - Short Fund (Edelweiss Mutual Fund) was the weakest performer, posting -6.96% for the month.
  • ●7 of 36 tracked schemes (19.44%) delivered positive returns over the period, with an average return of -1.57%.
  • ●SIF schemes underperformed the Nifty 50 (+1.95%) on average by 3.52 percentage points.
Methodology: monthly returns are calendar-month returns of the Regular · Growth plan — the last NAV of the month compared with the last NAV of the previous month, using AMFI data. Funds launched during the month (†) are measured from their first NAV and are excluded from the best/worst performer and average. The same method is used across SIFcase, including the rankings and the monthly returns heatmap.
Disclaimer: Returns shown are point-to-point NAV changes for Regular Plan • Growth Option schemes, computed from end-of-day NAV records and not adjusted for loads or taxes. Past performance is not indicative of future results. This report is for informational purposes only and does not constitute investment advice — please consult a registered investment advisor before making investment decisions.