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Reliance Fixed Horizon Fund XXVII- Series 11- Direct Plan-Growth Option

Reliance Fixed Horizon · Equity Fund
High
₹12.82
Current NAV
29 Nov 2017
6.9%
1Y Return
8.4%
3Y CAGR
19.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.61%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.31).
  • Very large asset base (AUM: ₹19,860 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
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
1.31
Sharpe Ratio
1.21
Beta
-0.19
Alpha
1.72
Sortino
Fund Details
Fund House Reliance Fixed Horizon
Category Equity Fund
AUM ₹19860 Cr
Expense Ratio 0.61%
Min SIP ₹500
Min Lumpsum ₹1000
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