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Reliance Fixed Horizon Fund - XXVII - Series 5 - Growth Option

Reliance Fixed Horizon · Equity Fund
High
₹12.87
Current NAV
28 Sep 2017
7.2%
1Y Return
8.7%
3Y CAGR
18.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.59).
  • Very large asset base (AUM: ₹20,640 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 (1.89%) 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
1.59
Sharpe Ratio
1.49
Beta
0.09
Alpha
2.05
Sortino
Fund Details
Fund House Reliance Fixed Horizon
Category Equity Fund
AUM ₹20640 Cr
Expense Ratio 1.89%
Min SIP ₹500
Min Lumpsum ₹1000
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