Jio BlackRock Flexi Cap Fund Allocates 10% of Assets to REITs

In early August 2025, JioBlackRock Mutual Fund received final approval from SEBI to launch its latest offering the JioBlackRock Flexi Cap Fund. 

Designed to generate long-term capital appreciation, the fund will invest across large cap, mid cap, and small cap companies, while also allocating a small portion of its portfolio to REITs (Real Estate Investment Trusts) and InvITs (Infrastructure Investment Trusts).

Jio BlackRock Flexi Cap Fund Allocation Strategy

• Equity & Equity Related Instruments: 65–100% allocation across large, mid, and small cap companies.
• Debt & Money Market Instruments: 0–35% allocation.
• REITs & InvITs: Up to 10% allocation.

This diversified allocation provides exposure to multiple asset classes, giving investors a balance of growth potential from equities and steady income opportunities from REITs and InvITs.

Jio BlackRock Flexi Cap Plan and Options

• Plan Available: Direct Plan only
• Option Available: Growth option only
• Exit Load: Nil

Jio BlackRock Flexi Cap Minimum Investment

• Lump Sum: Minimum ₹500 and any amount thereafter.
• SIP: Minimum ₹500 (in multiples of ₹1 thereafter) with at least six instalments.

Jio BlackRock Flexi Cap Investment Approach

The JioBlackRock Flexi Cap Fund will follow an active investment strategy, using a systematic approach to stock selection and portfolio construction. This allows fund managers to proactively respond to changing market conditions and emerging opportunities.

Jio BlackRock Flexi Cap Key Details

• Expense Ratio (TER): Up to 2.25% (as per Regulation 52(6)(c))
• Investment Objective: Long-term capital appreciation through diversified equity and equity related investments.

Read More: Jio BlackRock Sees Massive Untapped Potential in Indian Mutual Funds.

Conclusion

The JioBlackRock Flexi Cap Fund offers a flexible allocation strategy that spans multiple market caps and includes exposure to real estate and infrastructure through REITs and InvITs. With no exit load and a low entry barrier, it’s an attractive option for investors aiming for long term growth while benefiting from asset diversification.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.