Fund Name | NAV | Expenses Ratio | 1y Return | 3Y Returns | Risk | Fund Size (in Cr) | |
|---|---|---|---|---|---|---|---|
Jio BlackRock Mutual Fund received its final SEBI registration in May 2025 and officially launched its first set of schemes in July 2025. The Asset Management Company (AMC), Jio BlackRock Asset Management Private Limited, is headquartered in Mumbai and operates under a digital-first philosophy.
The fund house focuses on a mix of passive index funds and high-conviction active strategies. As of early 2026, it has quickly scaled its Assets Under Management (AUM) to over ₹14,000 crore, positioning itself as a major disruptor in the industry.
| Name of Mutual Fund | Jio BlackRock Mutual Fund |
| Setup Date | May 26, 2025 |
| Sponsors | Jio Financial Services Ltd & BlackRock Financial Management Inc. |
| Trustee Company | Jio BlackRock Trustee Private Limited |
| AMC | Jio BlackRock Asset Management Private Limited |
| SEBI Registration ID | MF/085/25/11 |
| CEO | Mr. Siddharth Swaminathan |
| CIO | Mr. Rishi Kohli |
| Registrar (RTA) | Computer Age Management Services Limited (CAMS) |
| AMC Address | Altimus Building, Worli Estate, Mumbai, Maharashtra |
| Official Website | jioblackrockamc.com |
Haresh Mehta
Fund Manager since Aug 2024 (2 years)
Vikrant Mehta
Fund Manager since Aug 2023 (3 years)
Investing in Jio BlackRock schemes through Angel One is a seamless, paperless process. The platform allows you to browse through their diverse offerings and set up investments within minutes.
Step-by-step process on Angel One:
Log in to Angel One: Open the Angel One app or website and head to the "Mutual Funds" section.
Search for Jio BlackRock: Use the search bar to type "Jio BlackRock" to see a list of available schemes including their Flexi Cap, Sector Rotation, and various Index funds.
Analyze the Scheme: Review essential details such as the NAV, Expense Ratio, and Risk-o-meter. Since many funds are relatively new, focus on the investment objective and the underlying index or strategy.
Select Investment Mode: Choose between SIP (Systematic Investment Plan) for disciplined monthly investing (starting as low as ₹100–₹500) or Lump Sum for one-time investments.
Complete the Transaction: Enter the amount, verify your linked bank account, and authorize the payment via UPI or Net Banking.
To start your journey with Jio BlackRock via Angel One, you must be KYC (Know Your Customer) compliant. If you are already an existing investor on Angel One, no further paperwork is needed. New investors will need:
PAN Card: The primary requirement for all financial investments in India.
Aadhaar Card: For digital identity and address verification.
Bank Account Details: A cancelled cheque or bank statement to link your account for SIP mandates and redemptions.
As of early 2026, Jio BlackRock has expanded its portfolio to 13 schemes across different risk categories.
|
Scheme Name |
Category |
Investment Objective |
Risk Level |
|
JioBlackRock Flexi Cap Fund |
Equity (Flexi Cap) |
Active management across large, mid, and small-cap stocks for long-term growth. |
Very High |
|
JioBlackRock Sector Rotation Fund |
Equity (Thematic) |
Dynamically shifts exposure between sectors based on market cycles. |
Very High |
|
JioBlackRock Nifty 50 Index Fund |
Equity (Index) |
Low-cost passive fund tracking the top 50 Indian companies. |
Very High |
|
JioBlackRock Liquid Fund |
Debt (Liquid) |
Focuses on high liquidity and capital preservation for short-term parking. |
Low to Moderate |
|
JioBlackRock Nifty Midcap 150 Index |
Equity (Index) |
Captures the growth potential of mid-sized Indian companies. |
Very High |
Yes, it is registered with SEBI (MF/085/25/11) and follows all regulatory guidelines. However, like all mutual funds, the principal is subject to market risks.
For most Jio BlackRock schemes, you can start a SIP with as little as ₹500, though some index funds may allow even lower entries.
Yes, Jio BlackRock has integrated its investment services directly into the MyJio app, making it highly accessible to Jio telecom users.
The investment team is led by industry veterans like Rishi Kohli (CIO) and fund managers such as Vikrant Mehta and Sahil Chaudhary.
