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Reliance Fixed Horizon Fund - XXV - Series 30 - Direct Plan - Growth Option

Reliance Fixed Horizon · Equity Fund
High
₹14.19
Current NAV
11 Jun 2018
6.7%
1Y Return
8.3%
3Y CAGR
20.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.68%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Smaller AUM (₹130 Cr) which might lead to higher tracking errors or expense adjustments.
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
1.08
Sharpe Ratio
0.68
Beta
-1.92
Alpha
1.49
Sortino
Fund Details
Fund House Reliance Fixed Horizon
Category Equity Fund
AUM ₹130 Cr
Expense Ratio 0.68%
Min SIP ₹500
Min Lumpsum ₹1000
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