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Reliance Dual Advantage Fixed Tenure Fund VII- Plan E- Direct Plan-Growth Option

Reliance Dual Advantage Fixed Tenure · Equity Fund
High
₹11.84
Current NAV
14 May 2018
16.2%
1Y Return
10.2%
3Y CAGR
17.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.22%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.62).
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.62
Sharpe Ratio
0.82
Beta
6.62
Alpha
0.76
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Fund Details
Fund House Reliance Dual Advantage Fixed Tenure
Category Equity Fund
AUM ₹4670 Cr
Expense Ratio 0.22%
Min SIP ₹500
Min Lumpsum ₹1000
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