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Reliance Dual Advantage Fixed Tenure Fund IV - Plan D - Direct Plan - Growth Option

Reliance Dual Advantage Fixed Tenure · Equity Fund
High
₹13.43
Current NAV
11 Nov 2016
17.0%
1Y Return
12.0%
3Y CAGR
18.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.4%.
  • Very large asset base (AUM: ₹20,850 Cr) indicating high investor trust and liquidity.
  • 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
0.80
Sharpe Ratio
0.70
Beta
1.30
Alpha
0.88
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Fund Details
Fund House Reliance Dual Advantage Fixed Tenure
Category Equity Fund
AUM ₹20850 Cr
Expense Ratio 0.40%
Min SIP ₹500
Min Lumpsum ₹1000
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