InvestVerdict
Reliance Dual Advantage Fixed Tenure Fund IV - Plan C
· · Mutual fund · Scheme code 124338
Fund houseNippon India Mutual Fund
CategoryMutual fund
Plan & optionRegular ·
History3.0 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -27.52 | -26.85 | -24.44 | -24.36 | -0.83 | — | — | — | -0.14 |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 19.8% | -0.37 | -0.42 | — | — | -30.1% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 97 | -24.4% | 4.9% | 39.7% | 25% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.