Home› Funds› Reliance Fixed Horizon Fund - XXIV - Series 17-Gro

Reliance Fixed Horizon Fund - XXIV - Series 17-Growth Option

Reliance Fixed Horizon · Equity Fund
High
₹13.01
Current NAV
27 Sep 2016
7.8%
1Y Return
8.8%
3Y CAGR
15.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 4.59).
  • Very large asset base (AUM: ₹18,140 Cr) indicating high investor trust and liquidity.
  • 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
0.59
Sharpe Ratio
0.79
Beta
4.59
Alpha
0.70
Sortino
Fund Details
Fund House Reliance Fixed Horizon
Category Equity Fund
AUM ₹18140 Cr
Expense Ratio 1.19%
Min SIP ₹500
Min Lumpsum ₹1000
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