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Reliance Dual Advantage Fixed Tenure Fund VI- Plan F- Direct Plan - Growth Option

Reliance Dual Advantage Fixed Tenure · Equity Fund
High
₹12.16
Current NAV
20 Nov 2017
23.7%
1Y Return
23.7%
3Y CAGR
13.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.37%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.97).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.97).
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
1.97
Sharpe Ratio
1.57
Beta
6.97
Alpha
2.70
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Fund Details
Fund House Reliance Dual Advantage Fixed Tenure
Category Equity Fund
AUM ₹4520 Cr
Expense Ratio 0.37%
Min SIP ₹500
Min Lumpsum ₹1000
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