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Reliance Dual Advantage Fixed Tenure Fund VIII- Plan B-Direct Plan-Growth Option

Reliance Dual Advantage Fixed Tenure · Equity Fund
High
₹12.32
Current NAV
02 Jul 2018
6.2%
1Y Return
7.8%
3Y CAGR
16.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.58%.
  • 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.
  • 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
0.98
Sharpe Ratio
0.88
Beta
-0.52
Alpha
1.25
Sortino
Fund Details
Fund House Reliance Dual Advantage Fixed Tenure
Category Equity Fund
AUM ₹2030 Cr
Expense Ratio 0.58%
Min SIP ₹500
Min Lumpsum ₹1000
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