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Reliance Dual Advantage Fixed Tenure Fund III - Plan D - Growth Option

Reliance Dual Advantage Fixed Tenure · Equity Fund
High
₹13.14
Current NAV
03 Aug 2016
16.6%
1Y Return
19.6%
3Y CAGR
17.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.56).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.06).
  • Very large asset base (AUM: ₹23,110 Cr) indicating high investor trust and liquidity.
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
1.56
Sharpe Ratio
1.46
Beta
2.06
Alpha
1.97
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Fund Details
Fund House Reliance Dual Advantage Fixed Tenure
Category Equity Fund
AUM ₹23110 Cr
Expense Ratio 1.46%
Min SIP ₹500
Min Lumpsum ₹1000
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