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Reliance Dual Advantage Fixed Tenure Fund VII - Plan B - Growth Option

Reliance Dual Advantage Fixed Tenure · Equity Fund
High
₹11.81
Current NAV
15 Jan 2018
16.4%
1Y Return
3.7%
3Y CAGR
19.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.86%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
0.76
Sharpe Ratio
0.66
Beta
1.26
Alpha
1.03
Sortino
Fund Details
Fund House Reliance Dual Advantage Fixed Tenure
Category Equity Fund
AUM ₹6810 Cr
Expense Ratio 1.86%
Min SIP ₹500
Min Lumpsum ₹1000
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