Home› Funds› Reliance Fixed Horizon Fund - XXV - Series 28 - Di

Reliance Fixed Horizon Fund - XXV - Series 28 - Dividend Payout Option

Reliance Fixed Horizon · Equity Fund
High
₹10.00
Current NAV
11 Jun 2018
17.7%
1Y Return
11.7%
3Y CAGR
18.7%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 5.77).
  • Very large asset base (AUM: ₹20,820 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 (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
0.77
Sharpe Ratio
1.57
Beta
5.77
Alpha
1.05
Sortino
Fund Details
Fund House Reliance Fixed Horizon
Category Equity Fund
AUM ₹20820 Cr
Expense Ratio 1.97%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Equity Fund
ICICI Prudential Floating Interest Fund - Daily IDCW
ICICI Prudential
₹100.88 31.9%
Franklin India Money Market Fund Retail Option - Monthly - IDCW
Franklin India Money Market
₹10.46 31.9%
PGIM India Money Market Fund - Segregated Portfolio 1 - Regular plan - Growth option
PGIM India
₹0.00 31.9%
Axis Momentum Fund - Direct Plan - Growth Option
Axis
₹8.93 31.9%