Upcoming NFO: Jio BlackRock Filed SID with SEBI for JioBlackRock Sector Rotation Fund

Jio BlackRock Asset Management Private Limited has submitted the draft Scheme Information Document (SID) to the Securities and Exchange Board of India (SEBI) for the proposed JioBlackRock Sector Rotation Fund.

This will be an open-ended equity scheme designed around a sector rotation strategy, aiming to generate long-term capital appreciation by dynamically investing across sectors. The scheme’s benchmark index will be the Nifty 500 TRI.

Investment Strategy

The fund will invest across a broad spectrum of instruments, including but not limited to:

• Equity and equity-linked securities such as equity shares, convertible debentures, equity warrants, convertible preference shares, and equity derivatives.
• Government of India securities, including repos/reverse repos in government bonds, zero-coupon bonds, and treasury bills as permitted by the RBI.
• State and Central Government–guaranteed securities, including coupon-bearing and zero-coupon instruments.
• Debt securities issued by domestic government agencies and statutory bodies, whether or not backed by government guarantees.
• Repo and reverse repo transactions in corporate debt instruments.

Also Read: Wealth Company Mutual Fund Received SEBI Approval to Launch SIF

Fund Management Team

The JioBlackRock Sector Rotation Fund will be jointly managed by Ms. Tanvi Kacheria and Mr. Sahil Chaudhary, both bringing strong academic backgrounds and relevant industry experience.

Ms. Tanvi Kacheria

• CFA Charterholder, CFA Institute
• Bachelor’s in Biological Sciences with a minor in Business Administration, University of Southern California
• Experience:

1. JioBlackRock Asset Management Pvt. Ltd. (Fund Management), Dec 1, 2024 – Present
2. Jio Financial Services Ltd. (Special Projects), Apr 10, 2024 – Nov 30, 2024

Mr. Sahil Chaudhary

• B.Tech in Information and Communication Technology, Dhirubhai Ambani Institute of Information and Communication Technology
• Experience:

1. JioBlackRock Asset Management Pvt. Ltd. (Fund Management), Dec 1, 2024 – Present
2. BlackRock Services India Pvt. Ltd. (Investments – Multi-Asset Research & Portfolio Management), Jun 24, 2019 – Nov 30, 2024.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. It is based on several secondary sources on the internet and is subject to changes. 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.