November 19, 2025
RA Jainee
JioBlackRock Nifty Smallcap 250 Index Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: ₹ 10.0753
Suitable For Which Investors?
When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in smaller companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to passive investment in equity and equity related securities replicating the composition of Nifty Smallcap 250 Index, subject to tracking errors.
Fund Manager:
1) Anand Shah
Education: PGDBA from K.C. College of Management Studies, Bachelor in Commerce from Mumbai University
Experience: Prior to joining the JioBlackRock AMC, he was associated with Jio Financial Services, Aditya Birla Sun Life Insurance Company, BOI AXA Investment Managers Pvt Ltd, Zyfin Capital Advisors Pvt Ltd, Daiwa Asset Management (India) Pvt Ltd.
2) Haresh Mehta
Education: Mr. Mehta has done MBA and CFA
Experience: Prior to joining Jio BlackRock AMC, he was associated with Bajaj Finserv AMC, Aditya Birla Sun Life AMC Ltd, Baroda BNP Paribas Asset Management India Pvt. Ltd and First Global Stockbroking Pvt. Ltd
3) Tanvi Kacheria
Education: CFA, BA in Biological Sciences.
Experience: Prior to joining the JioBlackRock AMC, she was associated with Jio Financial Services, BlackRock Financial Management Inc. Los Angeles Capital Management
Investment Details
| Min. Investment (₹) | 500 |
| Min. Addl Investment (₹) | 500 |
| Min. SIP Investment (₹) | 500 |
| Min. Withdrawal (₹) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (₹) | — |
| Lock-in Period | NA |
| Exit Load | 0 |
Basic Details of JioBlackRock Nifty Smallcap 250 Index Fund
| Fund House | JioBlackRock Mutual Fund |
| Launch Date | 18-Aug-25 |
| Return Since Launch | 0.75% |
| Benchmark | NIFTY Smallcap 250 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | ₹ 167 Cr |
| (As on 31-Oct-2025) | |
| Expense | 0.15% |
| (As on 31-Oct-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 1025.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| JioBlackRock Nifty Smallcap 250 Index Dir | — | -1.02 | -0.28 | — | — | — | — | — | — | — |
| BSE 250 SmallCap TRI | — | 0.74 | 1.15 | — | — | — | — | — | — | — |
| Equity: Small Cap | — | -0.81 | 0.63 | — | — | — | — | — | — | — |
| Rank within category | — | 37 | 42 | — | — | — | — | — | — | — |
| Number of funds in category | 43 | 49 | 49 | 47 | 46 | 43 | 29 | 23 | 16 | 12 |
Peer Comparison of JioBlackRock Nifty Smallcap 250 Index Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| JioBlackRock Nifty Smallcap 250 Index Dir | Unrated | — | — | — | 0.15 | 167 | 0.75 | — | 3M | 1025.00 |
| Motilal Oswal Nifty Microcap 250 Index Dir | Unrated | -0.87 | — | — | 0.50 | 2,729 | 25.76 | 1.00 (15) | 2Y 4M | 57.00 |
| Nippon India Nifty Smallcap 250 Index Dir | 2 star | 1.52 | 21.82 | 26.09 | 0.35 | 2,690 | 26.95 | — | 5Y 1M | 30.00 |
| SBI Nifty Smallcap 250 Index Dir | 3 star | 2.04 | 22.08 | — | 0.40 | 1,551 | 21.87 | 0.25 (30) | 3Y 1M | 32.00 |
| Motilal Oswal Nifty Smallcap 250 Index Dir | 1 star | 2.41 | 22.31 | 26.39 | 0.33 | 1,044 | 24.06 | 1.00 (15) | 6Y 2M | 33.00 |
Portfolio Analysis of JioBlackRock Nifty Smallcap 250 Index Fund
| No. of Stocks | 251 |
| Top 10 Stocks | 12.93% |
| Top 5 Stocks | 7.90% |
| Top 3 Sectors | 56.42% |
| Portfolio P/B Ratio | 3.82 |
| Portfolio P/E Ratio | 34.23 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 20,099 | 19,819 |
| Giant (%) | — | 6.71 |
| Large (%) | — | 6.18 |
| Mid (%) | 84.65 | 66.59 |
| Small (%) | 15.35 | 27.73 |
| Tiny (%) | — | 0.13 |
Chanakya’s Mutual Fund Guidance For JioBlackRock Nifty Smallcap 250 Index Fund
WILL POST SOON
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Apply Online: https://www.jioblackrockamc.com/onboarding OR
https://www.jioblackrockamc.com/funds
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