Jio BlackRock Mutual Fund to Launch Flexi Cap Fund on September 23

Jio BlackRock Mutual Fund has announced the launch of its first active equity scheme, the JioBlackRock Flexi Cap Fund. The new fund offer (NFO) will open for subscription on September 23, 2025, and close on October 7, 2025.

The scheme is an open-ended, dynamic equity fund that invests across large-cap, mid-cap, and small-cap stocks, aiming to deliver long-term capital appreciation.

Benchmark and Fund Management

The JioBlackRock Flexi Cap Fund will be benchmarked against the Nifty 500 Index (TRI).
The fund will be jointly managed by Tanvi Kacheria and Sahil Chaudhary.

The fund house stated on social media platform X that this is India’s first active equity fund powered by Systematic Active Equity (SAE), a proprietary BlackRock framework combining AI-driven insights with human expertise.

What is the Systematic Active Equity Approach?

The SAE framework uses a systematic strategy for stock selection and portfolio construction. It combines:

• Signal research scores from BlackRock Inc., derived from big data and machine learning.
• Inputs on corporate governance, regulatory compliance, debt servicing, and market perception.
• A mix of traditional and alternative datasets to identify investment opportunities.

This approach enables fund managers to adapt proactively to changing market conditions and uncover opportunities backed by both human judgement and AI analytics.

Key Investment Details

• Allocation: 65–100% in equities, 0–35% in debt and money market instruments, and up to 10% in REITs/InvITs
• Plans: Only a direct plan with growth option will be available
• Exit load: Nil
• Minimum investment: ₹500 for both lump sum and SIP (with at least six instalments)

Read More: Jio BlackRock Flexi Cap Fund to Use BlackRock's Aladdin Platform

Conclusion

With the launch of its Flexi Cap Fund, Jio BlackRock Mutual Fund brings an AI-powered systematic active equity strategy to Indian investors, combining scale, agility, and data-driven decision making. The NFO will run from September 23 to October 7, offering investors an opportunity to diversify across market capitalisations with a next-generation approach to equity investing.

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. 

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.