December 19, 2025
RA Jainee
JioBlackRock Sector Rotation Fund Direct-Growth
JioBlackRock Sector Rotation Fund Direct-Growth snapshot
| NFO opens on | 27 January 2026 |
| NFO Closes on | 09 February 2026 |
| Min. Investment | Rs. 500 |
| Plans | Growth |
| Sahifund Verdict | JioBlackRock Sector Rotation Fund NFO (Direct-Growth) opens on 27 January 2026 and closes on 09 February 2026, with a minimum investment of Rs. 500. The fund follows a sector rotation strategy, dynamically shifting across sectors to capture changing economic and market cycles. Being an equity thematic fund, it carries a very high risk profile and is benchmarked to NIFTY 500 TRI. This NFO is suitable only for investors who understand sector cycles and can tolerate sharp volatility over shorter periods. |
⏱️ Last Update: 20 December 2025, 10.00 AM
Table of Contents:
1. NFO Open date, Close date
2. NFO Investment Strategy
3. Basic Details NFO
4. Benchmark Index NFO
5. Fund Manager | Performance Review of Fund Manager
6. Should You Invest in this NFO?
7. Invest Online
What is the JioBlackRock Sector Rotation Fund Direct-Growth Open Date, Close Date?
NFO opens on January 27, 2026
NFO will close on February 09, 2026
Investment Strategy for this NFO?
The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments following sector rotation theme.
Basic Details
| Fund House | JioBlackRock Mutual Fund |
| Issue Open | 27 January 2026 |
| Issue Close | 09 February 2026 |
| Type | Open-ended |
| Category | Equity: Thematic |
| Min. Investment(₹) | 500 |
| Plans | Growth |
| Lock-in Period | NA |
| Exit Load | 0 |
| Riskometer | Very High |
| Benchmark | NIFTY 500 TRI |
About Benchmark Index for this NFO?
The Nifty 500 index represents top 500 companies selected based on full market capitalization from the eligible universe.
Nifty 500 Index is computed using free float market capitalization method, wherein the level of the index reflects the total free float market value of all the stocks in the index relative to particular base period. Nifty 500 can be used for a variety of purposes such as benchmarking fund portfolios, launching of index funds, ETFs and structured products.
Index Variants: Nifty 500 Total Returns Index, Nifty500 Industry Indices
Portfolio Characteristics
| Methodology | Free Float Market Capitalization |
| No. of Constituents | 501 |
| Launch Date | |
| Base Date | January 01, 1995 |
| Base Value | 1000 |
| Calculation Frequency | Real-Time |
| Index Rebalancing | Semi-Annually |
Fund Managers of JioBlackRock Sector Rotation Fund Direct-Growth
1) Sahil Chaudhary
Education: Bachelor of Technology (ICT) from Dhirubhai Ambani Institute of Information and Communication Technology.
Experience: Prior to joining the JioBlackRock AMC, he was associated with BlackRock Services India Pvt Ltd, FIL Research (India) Private Limited, Evalueserve Private Limited, Sapient Consulting Limited,
2) 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
AMC
JioBlackRock Mutual Fund
Address: Unit No. 1301, 13th Floor, Altimus Building, Plot No. 130, Worli Estate, Pandurang Budhkar Marg, Worli, Mumbai, Maharashtra – 400018, India
Website: https://www.jioblackrockamc.com/
Registrar & Transfer Agent
Computer Age Management Services Ltd.
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai – 600002
Website: www.camsonline.com
Review for JioBlackRock Sector Rotation Fund Direct-Growth @ sahifund.com by Paresh Gordhandas, C.A. & Research Analyst
[ A ] Benchmark Performance of NIFTY 500 TRI
Performance
| Index Returns (%)# | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | 5.27 | 6.96 | 5.49 | 17.43 | 10.81 |
| Total Return | 5.41 | 8.04 | 6.56 | 18.63 | 12.50 |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | 13.40 | 14.42 | 22.07 |
| Beta (NIFTY 50) | 1.05 | 0.99 | 0.94 |
| Correlation (NIFTY 50) | 0.95 | 0.97 | 0.95 |
Fundamentals
| P/E | P/B | Dividend Yield |
| 24.45 | 3.71 | 1.15 |
Top constituents by weightage
| Company’s Name | Weight(%) |
| HDFC Bank Ltd. | 7.66 |
| Reliance Industries Ltd. | 5.28 |
| ICICI Bank Ltd. | 4.94 |
| Bharti Airtel Ltd. | 2.85 |
| Infosys Ltd. | 2.80 |
| Larsen & Toubro Ltd. | 2.38 |
| State Bank of India | 2.02 |
| ITC Ltd. | 1.94 |
| Axis Bank Ltd. | 1.83 |
| Mahindra & Mahindra Ltd. | 1.66 |
Past Performance of Sahil Chaudhary
| Fund | JioBlackRock Flexi Cap Fund | It’s Benchmark |
| 1 Year | — | — |
| 3 Year | — | — |
| 5 Year | — | — |
| 7 Year | — | — |
| 10 Year | — | — |
As on 19-12-2025
Past Performance of Tanvi Kacheria
| Fund | JioBlackRock Nifty 50 Index Fund | It’s Benchmark | JioBlackRock Nifty Midcap 150 Index Fund | It’s Benchmark |
| 1 Year | — | — | — | — |
| 3 Year | — | — | — | — |
| 5 Year | — | — | — | — |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 19-12-2025
[B] Review of Fund Managers
Sahil Chaudhary
-
Background: Bachelor of Technology (ICT) from Dhirubhai Ambani Institute of Information and Communication Technology., Prior to joining the JioBlackRock AMC, he was associated with BlackRock Services India Pvt Ltd, FIL Research (India) Private Limited, Evalueserve Private Limited, Sapient Consulting Limited,
Tanvi Kacheria
-
Background: CFA, BA in Biological Sciences., Prior to joining the JioBlackRock AMC, she was associated with Jio Financial Services, BlackRock Financial Management Inc. Los Angeles Capital Management
Sahifund Verdict:
This fund aims to generate long-term capital appreciation by actively allocating investments across sectors based on relative strength, valuations and macro trends, rather than remaining fully diversified at all times. The benchmark NIFTY 500 TRI provides a broad equity universe, though the fund’s performance may deviate meaningfully depending on sector calls.
Sector rotation strategies can outperform in well-defined market cycles but may underperform during sudden reversals or sideways markets. The fund is managed by Sahil Chaudhary and Tanvi Kacheria, both of whom bring global research and asset-allocation experience, including prior exposure to BlackRock-linked platforms. However, there is no historical performance track record for this scheme yet, making execution quality a key monitorable.
With zero exit load, tactical investors may find flexibility, but timing risk remains high. This NFO is best suited for investors with a long-term horizon (5+ years) who already have a core diversified equity portfolio.
Conservative or first-time equity investors should approach this fund with caution due to its thematic and high-volatility nature.
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Is it good to invest in JioBlackRock Sector Rotation Fund Direct-Growth NFO?
Invest Online OR https://www.jioblackrockamc.com/funds
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance:
https://sahifund.com/category/nfos/
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