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Reliance Fixed Horizon Fund - XXV - Series 11 - Growth Option

Reliance Fixed Horizon · Equity Fund
High
₹13.11
Current NAV
27 Apr 2017
7.2%
1Y Return
8.3%
3Y CAGR
15.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 3.81).
  • Very large asset base (AUM: ₹16,860 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.
  • Higher expense ratio (2.01%) 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
0.81
Sharpe Ratio
0.41
Beta
3.81
Alpha
0.90
Sortino
Fund Details
Fund House Reliance Fixed Horizon
Category Equity Fund
AUM ₹16860 Cr
Expense Ratio 2.01%
Min SIP ₹500
Min Lumpsum ₹1000
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