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JioBlackRock Flexi Cap Fund NFO closes today. Who should invest?
The Economic Times· 2025-10-07 05:34
Core Viewpoint - The JioBlackRock Flexi Cap Fund is positioned as a modern investment option leveraging BlackRock's technology and expertise, aiming to provide a diversified strategy for investors in the Indian equity market, which has seen a growth of 12.91% over the last decade [5][10]. Fund Structure and Investment Strategy - The fund will allocate 65–100% in equity and equity-related instruments across large-cap, mid-cap, and small-cap companies, 0–35% in debt and money market instruments, and 0–10% in units of REITs and InvITs [2][10]. - The minimum investment for lump sum or switch-in is Rs 500, and for SIPs, the minimum installment is also Rs 500, with a minimum of six installments [10]. Investment Rationale - The fund provides access to over 1,000 Indian stocks and is backed by 40 years of BlackRock's systematic investing expertise, featuring a low Total Expense Ratio (TER) of 0.50% and no exit load [5][10]. - The investment approach combines traditional and alternative data, utilizing machine learning and advanced data analytics to enhance decision-making and portfolio construction [7][8]. Market Positioning and Recommendations - The fund is marketed as India's first active equity fund powered by Systematic Active Equity (SAE), focusing on both alpha generation and risk management [8][10]. - Recommendations suggest that first-time investors should consider SIPs, while seasoned investors may opt for lump sum investments, especially in light of current geopolitical dynamics [9][10].