September 25, 2026
mayank
JioBlackRock Sector Rotation Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 10.09 |
| NAV IDCW (Rs.) | — |
| Bonu NAV (Rs.) | — |
| Min. Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY 500 TRI |
| AUM Rs. | 163 Cr |
| (As on 31-Jul-2026) | |
| Expense | 0.50% |
| 1 Year Return (%) | — |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 0.97% |
Suitable For Which Investors?
Such thematic funds are suitable for investors:
1. Seeking exposure to stocks with a focus on fund’s stated investment theme
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments following sector rotation theme.
Fund Manager:
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
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 0 |
Basic Details of JioBlackRock Sector Rotation Fund
| Basic Details | |
| Fund House | JioBlackRock Mutual Fund |
| Launch Date | 13-Feb-26 |
| Return Since Launch | 0.97% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 163 Cr |
| (As on 31-Jul-2026) | |
| Base Expense Ratio | 0.50% |
| (As on 31-Jul-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 5500.00% |
JioBlackRock Sector Rotation Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| JioBlackRock Sector Rotation Dir | — | -0.2 | 2.69 | 3.06 | 0.27 | — | — | — | — | — |
| BSE 500 TRI | — | -0.03 | 3.09 | 3.56 | 1 | — | — | — | — | — |
Peer Comparison of JioBlackRock Sector Rotation 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 Sector Rotation Dir | Unrated | — | — | — | 0.50 | 163 | 0.97 | — | 6M | 5500.00 |
| ICICI Pru India Opportunities Dir | Unrated | 4.88 | 16.92 | 20.52 | 0.61 | 38,299 | 20.13 | 1.00 (365) | 7Y 7M | 70.00 |
| HDFC Defence Dir | Unrated | 35.09 | 39.54 | — | 0.72 | 10,709 | 42.6 | 1.00 (365) | 3Y 2M | 11.33 |
| Franklin India Opportunities Dir | Unrated | 6.84 | 23.15 | 20.12 | 0.48 | 9,344 | 17.42 | 1.00 (365) | 13Y 7M | 73.51 |
| Sundaram Services Dir | Unrated | 8.89 | 16.64 | 15.58 | 0.64 | 5,137 | 19.43 | 1.00 (365) | 7Y 11M | 25.40 |
JioBlackRock Sector Rotation Fund Portfolio Analysis
| No. of Stocks | 287 |
| Top 10 Stocks | 31.68% |
| Top 5 Stocks | 22.09% |
| Top 3 Sectors | 53.73% |
| Portfolio P/B Ratio | 3.21 |
| Portfolio P/E Ratio | 22.42 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,43,141 | 1,52,272 |
| Large (%) | 71.47 | 53.66 |
| Mid (%) | 21.70 | 24.35 |
| Small (%) | 6.83 | 24.87 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
Apply Online: https://www.jioblackrockamc.com/onboarding
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>> NFO Guidance: https://sahifund.com/category/nfos/
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