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Reliance Fixed Horizon Fund XXXI- Series 4- Dividend Payout Option

Reliance Fixed Horizon · Equity Fund
High
₹10.00
Current NAV
15 Jul 2019
18.7%
1Y Return
15.7%
3Y CAGR
19.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.67).
  • Very large asset base (AUM: ₹20,220 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.27%) 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
1.17
Sharpe Ratio
1.07
Beta
5.67
Alpha
1.37
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Fund Details
Fund House Reliance Fixed Horizon
Category Equity Fund
AUM ₹20220 Cr
Expense Ratio 2.27%
Min SIP ₹500
Min Lumpsum ₹1000
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