Home› Funds› Reliance Fixed Horizon Fund XXXI- Series 4- Divide

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

Reliance Fixed Horizon · Equity Fund
High
₹10.00
Current NAV
15 Jul 2019
-15.8%
1Y Return
-0.1%
3Y CAGR
19.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • 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.
  • 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 (2.27%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
Sortino
Fund Details
Fund House Reliance Fixed Horizon
Category Equity Fund
AUM ₹20220 Cr
Expense Ratio 2.27%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Equity Fund
UTI Regular Saving Fund ( Segregated - 17022020) - Direct Plan - Flexi IDCW
UTI
₹3.41 339.0%
UTI - Regular Saving Fund (Segregated - 17022020) - Direct Plan - Monthly Payment Option
UTI
₹4.01 339.0%
UTI Regular Saving Fund ( Segregated - 17022020) - Direct Plan - Monthly IDCW
UTI
₹1.45 339.0%
UTI - Regular Saving Fund (Segregated - 17022020) - Direct Plan - Growth Option
UTI
₹4.08 339.0%