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Reliance Fixed Horizon Fund XXIX- Series 14- Growth Option

Reliance Fixed Horizon · Equity Fund
High
₹12.26
Current NAV
02 Jul 2018
17.1%
1Y Return
18.1%
3Y CAGR
18.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.41).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.91).
  • Very large asset base (AUM: ₹14,460 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.31%) which can affect compounding over long horizons.
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
1.41
Sharpe Ratio
0.71
Beta
4.91
Alpha
1.57
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Fund Details
Fund House Reliance Fixed Horizon
Category Equity Fund
AUM ₹14460 Cr
Expense Ratio 2.31%
Min SIP ₹500
Min Lumpsum ₹1000
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