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Reliance Dual Advantage Fixed Tenure Fund III -Plan C- Direct Plan - Growth Option

Reliance Dual Advantage Fixed Tenure · Equity Fund
High
₹16.75
Current NAV
30 Jul 2019
31.3%
1Y Return
12.3%
3Y CAGR
21.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.13%.
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.83
Sharpe Ratio
1.33
Beta
0.33
Alpha
0.94
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Fund Details
Fund House Reliance Dual Advantage Fixed Tenure
Category Equity Fund
AUM ₹3380 Cr
Expense Ratio 0.13%
Min SIP ₹500
Min Lumpsum ₹1000
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