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Reliance Fixed Horizon Fund - XXIII - Series 12 - Dividend Payout Option

Reliance Fixed Horizon · Equity Fund
High
₹10.00
Current NAV
29 Jun 2016
-15.7%
1Y Return
-0.0%
3Y CAGR
12.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.85).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.35).
  • Very large asset base (AUM: ₹19,400 Cr) indicating high investor trust and liquidity.
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
1.85
Sharpe Ratio
1.15
Beta
5.35
Alpha
2.31
Sortino
Fund Details
Fund House Reliance Fixed Horizon
Category Equity Fund
AUM ₹19400 Cr
Expense Ratio 1.55%
Min SIP ₹500
Min Lumpsum ₹1000
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