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Reliance Interval Fund -IV -Series 2 - Direct Plan - Growth Option

Reliance Interval · Equity Fund
High
₹12.99
Current NAV
02 Jul 2018
11.5%
1Y Return
13.5%
3Y CAGR
12.5%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.85%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.95).
  • Very large asset base (AUM: ₹15,500 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
0.95
Sharpe Ratio
0.55
Beta
3.95
Alpha
1.19
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Fund Details
Fund House Reliance Interval
Category Equity Fund
AUM ₹15500 Cr
Expense Ratio 0.85%
Min SIP ₹500
Min Lumpsum ₹1000
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