September 3, 2025
RA Jainee
JioBlackRock Flexi Cap Fund
JioBlackRock Flexi Cap Fund snapshot
| NFO opens on | 23 September 2025 |
| NFO Closes on | 07 October 2025 |
| Min. Investment | Rs. 500 |
| Plans | Growth |
| Sahifund Verdict | May suit investors with a high risk appetite and a 5+ year investment horizon who are comfortable with thematic equity exposure. |
⏱️ Last Update: 26 September 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 Flexi Cap Fund Open Date, Close Date?
NFO opens on September 23, 2025
NFO will close on October 07, 2025
Investment Strategy for this NFO?
The Scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments across market capitalization.
Basic Details
| Fund House | JioBlackRock Mutual Fund |
| Issue Open | 23 September 2025 |
| Issue Close | 07 October 2025 |
| Type | Open-ended |
| Category | Equity: Flexi Cap |
| Min. Investment(Rs) | 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 Flexi Cap Fund
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
Jio BlackRock Asset Management Private Limited
Address: Unit No. 1301, 13th Floor, Altimus Building, Plot No. 130, Worli Estate, Pandurang Budhkar Marg, Worli, Mumbai 400018
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 Flexi Cap Fund @ sahifund.com by Paresh Gordhandas, C.A. & Research Analyst
[ A ] Benchmark Performance of NIFTY 500 TRI
Statistics
| Index Returns (%) # | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | -4.89 | 0.39 | -5.36 | 19.10 | 10.68 |
| Total Return | -4.59 | 1.25 | -4.41 | 20.35 | 12.37 |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | 14.51 | 14.80 | 22.14 |
| Beta (NIFTY 50) | 1.04 | 0.99 | 0.94 |
| Correlation (NIFTY 50) | 0.94 | 0.97 | 0.95 |
Fundamentals
| P/E | P/B | Dividend Yield |
| 23.49 | 3.5 | 1.23 |
Top constituents by weightage
| Company’s Name | Weight(%) |
| HDFC Bank Ltd. | 7.77 |
| ICICI Bank Ltd. | 5.34 |
| Reliance Industries Ltd. | 4.93 |
| Infosys Ltd. | 2.84 |
| Bharti Airtel Ltd. | 2.76 |
| Larsen & Toubro Ltd. | 2.27 |
| ITC Ltd. | 2.04 |
| Tata Consultancy Services Ltd. | 1.69 |
| State Bank of India | 1.65 |
| Axis Bank Ltd. | 1.60 |
Past Performance of Sahil Chaudhary
As on 3-9-2025
Past Performance of Tanvi Kacheria
As on 3-9-2025
[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
A lot can be said about this NFO but we will try to encapsulate it in a manner which is simple to understand.
Firstly, this is the first actively managed fund from Jio BlackRock AMC.
According to the AMC, the fund will have the best combination of human intelligence and machine intelligence – Alladin – the proprietary tech platform that unifies the investment management process through a common data language.
The product will draw on nearly 400 indicators on about 1,000 Indian stocks, building a portfolio broader than is typical for the category.
The fund will pursue a data-driven investment approach fuelled by BlackRock’s proprietary technology. Stock picking will be directed by research signals based on a variety of inputs—valuation, quality, sentiment, and fundamental momentum.
For example, earnings growth of a company, health of its balance sheet, and the market’s perception of it will all contribute to a composite score.
These scores are subsequently fine-tuned by its in-house Aladdin platform, which assists in mitigating risks, sectoral exposures, and liquidity.
But the ultimate call isn’t made by algorithms but by the Fund Managers.
Fund Managers in this case being Tanvi Kacheria, CFA, with international experience at BlackRock US and Los Angeles Capital Management, and Sahil Chaudhary, with extensive exposure to Indian markets at BlackRock India and Fidelity, will provide the human judgment and oversight.
The Jio BlackRock partnership, spanning asset management, wealth management and equity broking, is pursuing a direct-to-consumer strategy via its app, bypassing traditional brokers and distributors. Hence, this scheme will be available under only the Direct plan – Growth option.
Huge focus has also been given on making the product customer friendly. For example, Units are also available at Rs 10 during NFO. In particular, entry and exit load are not applicable, making the structure more investor-friendly.
Due to its reliance on machine intelligence and because there are no intermidiaries in the selling process, the company has also focused on offering the product at the lowest expense ratio possible compared to peers.
This is a huge diffrentiator according to the company and hence as of now company is not chasing AUM but focusing more on how many new customers it can onboard.
But Jio BlackRock faces stiff competition from entrenched fund houses backed by major lenders such as HDFC Bank Ltd., ICICI Bank Ltd. and State Bank of India, which command big distribution networks that reach small towns and villages. And have offerings in this space with a long and solid track record.
Our verdict : We recommend buy and hold for 3 years minimum.
Peer Comparison (?)
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Is it good to invest in JioBlackRock Flexi Cap Fund NFO?
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