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Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option
Balanced Hybrid · Hybrid
Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
-0.57
Return per unit of risk · rf 6.5%
Sortino (3Y)
-0.41
Downside-only Sharpe
Max Drawdown
-79.4%
Peak-to-trough · full history
Vol (3Y)
130.9%
Annualised σ of daily returns
Positive Days
51%
Smoothness proxy
This fund has delivered negative risk-adjusted returns over the last 3 years (Sharpe -0.57). Its worst peak-to-trough drop over the full history was 79.4% (severe drawdowns) between 2013-05-17 and 2015-12-11. About 51% of trading days closed up. Profile: risk-on with weak risk-adjusted return.
YTD
+0.0%
Calendar YTD
1 Year
+0.0%
Trailing 12 mo
3 Year
+0.0%
CAGR
5 Year
+0.0%
CAGR
10 Year
+0.0%
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
Not enough NAV history yet to compute rolling windows. Fund needs at least 3 years on file.
🏁 Peer Comparison · Top in Balanced Hybrid
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option (this fund)
Reliance Mutual Fund
|
+0.0% | +0.0% | +0.0% | — |
|
Sundaram Equity Hybrid Fund
Sundaram Mutual Fund
|
+0.0% | +0.0% | +0.4% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.