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Reliance Fixed Horizon Fund XXXVIII- Series 15 - Direct Plan- Dividend Plan

Reliance Fixed Horizon · Equity Fund
High
₹10.00
Current NAV
03 Dec 2018
15.6%
1Y Return
21.6%
3Y CAGR
16.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.46%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.76).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.76).
  • Very large asset base (AUM: ₹12,310 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
1.76
Sharpe Ratio
1.36
Beta
6.76
Alpha
2.04
Sortino
Fund Details
Fund House Reliance Fixed Horizon
Category Equity Fund
AUM ₹12310 Cr
Expense Ratio 0.46%
Min SIP ₹500
Min Lumpsum ₹1000
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