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Reliance Fixed Horizon Fund XXIX - Series 2 - Regular Plan - Dividend Payout Option

Reliance Fixed Horizon · Equity Fund
High
₹12.48
Current NAV
02 Jul 2018
31.7%
1Y Return
9.7%
3Y CAGR
21.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.57).
  • Very large asset base (AUM: ₹10,620 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.97%) which can affect compounding over long horizons.
  • 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
0.57
Sharpe Ratio
0.77
Beta
2.57
Alpha
0.67
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Fund Details
Fund House Reliance Fixed Horizon
Category Equity Fund
AUM ₹10620 Cr
Expense Ratio 1.97%
Min SIP ₹500
Min Lumpsum ₹1000
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