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Reliance Fixed Horizon Fund XXVIII- Series 2- Direct Plan-Growth Option

Reliance Fixed Horizon · Equity Fund
High
₹13.07
Current NAV
16 Apr 2018
7.2%
1Y Return
8.2%
3Y CAGR
21.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.36%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.06).
  • Very large asset base (AUM: ₹14,610 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
1.06
Sharpe Ratio
1.26
Beta
5.06
Alpha
1.44
Sortino
Fund Details
Fund House Reliance Fixed Horizon
Category Equity Fund
AUM ₹14610 Cr
Expense Ratio 0.36%
Min SIP ₹500
Min Lumpsum ₹1000
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