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Top Jio Blackrock Mutual Funds - SIP Schemes, Performance, Returns 2025

Jio BlackRock Asset Management Private Limited is a new 50:50 joint venture between Jio Financial Services Limited and BlackRock Financial Management Inc. This article explores the various schemes offered by Jio BlackRock Mutual Fund, their unique investment strategy, and the key factors investors should consider.

Best Jio Blackrock Mutual Funds (2025)

Top Jio Blackrock Mutual Funds in India (2025)

Here's the list of top Jio Blackrock mutual funds across equity, debt, hybrid funds offered by Jio BlackRock Asset Management Pvt. Ltd.

Created by

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Showing 1 - 9 of 9 results

last updated at 8:00 AM IST 
NameMFs (9)↓↓Sub CategorySub Category↓↓PlanPlan↓↓AUMAUM↓↓AMCAMC↓↓NAVNAV↓↓Absolute Returns - 3MAbsolute Ret. - 3M↓↓Absolute Returns - 1YAbsolute Ret. - 1Y↓↓CAGR 3YCAGR 3Y↓↓Expense RatioExpense Ratio↓↓Exit LoadExit Load↓↓VolatilityVolatility↓↓Sharpe RatioSharpe Ratio↓
1.JioBlackRock Liquid Fund
JioBlackRock Liquid Fund
Liquid Fund
Liquid Fund
Growth
Growth
6,033.84
6,033.84
Jio BlackRock Asset Management Pvt. Ltd.
Jio BlackRock Asset Management Pvt. Ltd.
1,021.23
1,021.23
1.46
1.46
-
-
-
-
0.10
0.10
0.01
0.01
0.09
0.09
-1.12
-1.12
2.JioBlackRock Money Market Fund
JioBlackRock Money Market Fund
Money Market Fund
Money Market Fund
Growth
Growth
2,388.11
2,388.11
Jio BlackRock Asset Management Pvt. Ltd.
Jio BlackRock Asset Management Pvt. Ltd.
1,021.41
1,021.41
1.51
1.51
-
-
-
-
0.15
0.15
-
-
0.27
0.27
7.43
7.43
3.JioBlackRock Flexi Cap Fund
JioBlackRock Flexi Cap Fund
Flexi Cap Fund
Flexi Cap Fund
Growth
Growth
1,808.55
1,808.55
Jio BlackRock Asset Management Pvt. Ltd.
Jio BlackRock Asset Management Pvt. Ltd.
10.24
10.24
-
-
-
-
-
-
-
-
-
-
7.82
7.82
4.29
4.29
4.JioBlackRock Overnight Fund
JioBlackRock Overnight Fund
Overnight Fund
Overnight Fund
Growth
Growth
1,180.56
1,180.56
Jio BlackRock Asset Management Pvt. Ltd.
Jio BlackRock Asset Management Pvt. Ltd.
1,019.94
1,019.94
1.36
1.36
-
-
-
-
0.06
0.06
-
-
0.08
0.08
-4.13
-4.13
5.JioBlackRock Nifty Midcap 150 Index Fund
JioBlackRock Nifty Midcap 150 Index Fund
Index Fund
Index Fund
Growth
Growth
144.68
144.68
Jio BlackRock Asset Management Pvt. Ltd.
Jio BlackRock Asset Management Pvt. Ltd.
10.49
10.49
-
-
-
-
-
-
0.15
0.15
-
-
10.91
10.91
1.85
1.85
6.JioBlackRock Nifty Smallcap 250 Index Fund
JioBlackRock Nifty Smallcap 250 Index Fund
Index Fund
Index Fund
Growth
Growth
126.31
126.31
Jio BlackRock Asset Management Pvt. Ltd.
Jio BlackRock Asset Management Pvt. Ltd.
10.09
10.09
-
-
-
-
-
-
0.15
0.15
-
-
11.36
11.36
0.23
0.23
7.JioBlackRock Nifty Next 50 Index Fund
JioBlackRock Nifty Next 50 Index Fund
Index Fund
Index Fund
Growth
Growth
120.33
120.33
Jio BlackRock Asset Management Pvt. Ltd.
Jio BlackRock Asset Management Pvt. Ltd.
10.36
10.36
-
-
-
-
-
-
0.15
0.15
-
-
10.53
10.53
1.20
1.20
8.JioBlackRock Nifty 50 Index Fund
JioBlackRock Nifty 50 Index Fund
Index Fund
Index Fund
Growth
Growth
92.50
92.50
Jio BlackRock Asset Management Pvt. Ltd.
Jio BlackRock Asset Management Pvt. Ltd.
10.41
10.41
-
-
-
-
-
-
0.10
0.10
-
-
7.95
7.95
1.85
1.85
9.JioBlackRock Nifty 8-13 yr G-Sec Index Fund
JioBlackRock Nifty 8-13 yr G-Sec Index Fund
Index Funds - Debt Oriented
Index Funds - Debt Oriented
Growth
Growth
38.40
38.40
Jio BlackRock Asset Management Pvt. Ltd.
Jio BlackRock Asset Management Pvt. Ltd.
10.15
10.15
-
-
-
-
-
-
0.10
0.10
-
-
2.68
2.68
1.30
1.30
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Analyse Jio Blackrock Mutual Funds Further

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Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Mutual Fund Screener and is subject to real-time updates.

Selection criteria: AMC: Jio BlackRock Asset Management Limited | AUM Sorted from Highest to Lowest

What are Jio BlackRock Mutual Funds?

Jio BlackRock Asset Management Pvt. Ltd. is an Asset Management Company (AMC) registered with SEBI, established as a collaboration between two global and Indian financial giants. Its core mission is to bring accessible, cost-efficient, and technologically advanced investment solutions to millions of Indian investors. The fund house differentiates itself by focusing on a Direct Plan-only model and leveraging the Systematic Active Equity (SAE) strategy, supported by BlackRock's proprietary risk and portfolio management platform, ALADDIN.

Key Information About Jio Blackrock Funds Management Ltd

Key Information About Jio Blackrock Funds Management Ltd

Parameter Details
AMC Name Jio BlackRock Asset Management Private Limited
Sponsors Jio Financial Services Limited & BlackRock Financial Management Inc.
AMC Setup Date 26th May 2025 (SEBI Final Approval)
Headquarters Mumbai, Maharashtra
MD & CEO Mr Siddharth Swaminathan
Chief Investment Officer (CIO) Mr Rishi Kohli
AUM Launched with an initial AUM of over ₹17,800 Cr (from maiden debt NFOs).
Regulated By Securities and Exchange Board of India (SEBI)

Types of Funds Offered by Jio BlackRock Mutual Funds

Jio BlackRock Active Equity Funds

Active Equity Funds are managed with the explicit goal of outperforming their respective market benchmarks by actively selecting stocks and managing portfolio weights. Jio BlackRock’s strategy in this category is unique as it uses the Systematic Active Equity (SAE) approach, powered by BlackRock’s globally renowned risk and portfolio management platform, ALADDIN. This approach blends human judgment with machine efficiency for data-driven stock selection.

Jio BlackRock Passive Equity Funds (Index Funds)

These index funds are designed to replicate the performance of specific market indices, offering returns that closely mirror the index while charging very low expense ratios. Jio BlackRock has launched a comprehensive suite of passive funds covering different market capitalisations. This category includes schemes that track popular indices, such as the Nifty 50.

Jio BlackRock Debt and Money Market Funds

Debt and Money Market Funds invest in fixed-income securities, such as Treasury Bills, Commercial Paper, and Corporate Bonds, aiming for capital preservation and stable returns over the short to medium term. These debt funds are generally considered lower risk than equity funds. The AMC offers several schemes in this category, including the JioBlackRock Liquid Fund, Overnight Fund, and Money Market Fund.

Jio BlackRock Government Securities (G-Sec) Debt Funds

This is a specific category of passive debt fund that exclusively focuses on Government Securities (G-Secs) and State Development Loans (SDLs). By tracking a specific G-Sec index, these funds provide investors with exposure to instruments of the highest credit quality (i.e., sovereign guarantee). However, they are still subject to fluctuations in interest rates. An example of such a scheme is the JioBlackRock Nifty 8-13 yr G-Sec Index Fund.

About Top Jio BlackRock Mutual Funds in 2025

JioBlackRock Liquid Fund

JioBlackRock Liquid Fund invests primarily in short-term debt instruments, aiming to offer liquidity with low risk. It focuses on providing relatively stable returns through interest income over short durations.

JioBlackRock Overnight Fund

JioBlackRock Overnight Fund focuses on overnight investments in money market instruments. It aims to provide returns by investing in highly liquid, short-duration securities, maintaining capital preservation.

JioBlackRock Money Market Fund

JioBlackRock Money Market Fund invests in money market instruments like treasury bills and commercial papers, aiming to generate short-term income with low risk and high liquidity.

JioBlackRock Nifty Smallcap 250 Index Fund

JioBlackRock Nifty Smallcap 250 Index Fund tracks the performance of the Nifty Smallcap 250 Index, investing in a diversified portfolio of small-cap stocks with a focus on capital appreciation.

JioBlackRock Nifty Midcap 150 Index Fund

JioBlackRock Nifty Midcap 150 Index Fund tracks the Nifty Midcap 150 Index, investing in mid-cap stocks to reflect the performance of the mid-cap segment in the market.

How to Invest in Jio Blackrock Mutual Funds?

Here’s how you can identify and invest in top Jio Blackrock Mutual Funds with Tickertape Mutual Fund Screener -

  1. Launch Tickertape Mutual Fund Screener.
  2. Add a filter “AMC” and select “Jio BlackRock Asset Management Pvt Ltd”.
  3. Sort out the top Jio Blackrock mutual funds based on over 50 fundamental and technical filters.
  4. After identifying the Jio Blackrock mutual funds, that align with your investment thesis, click on “Place Order” to invest the Jio Blackrock mutual funds.

With Tickertape Mutual Fund Screener, you can invest ‘lumpsum’ or start a ‘SIP’ in Jio Blackrock mutual funds. Moreover, by connecting your portfolio , you can do a deep analysis of your portfolio and assess its performance.

Top Jio Blackrock Mutual Fund Managers

Siddharth Swaminathan

As the Managing Director and Chief Executive Officer, Mr Swaminathan is tasked with steering the overall strategic growth and operations of Jio BlackRock Asset Management Private Limited in India. He leverages extensive experience in global asset management, particularly in systematic and index-based investing, to ensure the AMC effectively translates BlackRock's global technological expertise and low-cost philosophy into the local Indian market.

Rishi Kohli

Mr Kohli leads the entire investment management team and oversees the integration and application of quantitative models across the fund offerings. As CIO, his primary responsibility is to ensure that the AMC's core Systematic Active Equity (SAE) strategy is executed robustly.

Tanvi Kacheria

Ms Kacheria is a key member of the portfolio management team, responsible for the day-to-day management of specific equity schemes, such as the flagship JioBlackRock Flexi Cap Fund. Her role involves working within the systematic framework provided by the CIO's office and the quantitative models.

Sahil Chaudhary

Mr Chaudhary is another essential Fund Manager on the team, often co-managing schemes with other senior members. Like his counterparts, he plays a crucial role in executing the systematic strategy. His responsibilities include portfolio rebalancing, monitoring market events, and ensuring compliance with regulatory and scheme-specific investment restrictions while maintaining fidelity to the data-driven approach that distinguishes Jio BlackRock's active funds.

Risks Associated with Jio Blackrock Mutual Funds

Market Risk and Volatility

The Net Asset Value (NAV) of every fund directly depends on the performance of the underlying securities (equities, bonds, money market instruments). Global or domestic economic events, changes in interest rates, and political instability can negatively impact the market, causing fund NAVs to fluctuate significantly. Specifically, the Flexi Cap Fund's exposure to mid and small-cap stocks can lead to higher volatility compared to pure large-cap funds.

Lack of Long-Term Track Record

Jio BlackRock is a recent entrant (2025) into the Indian mutual fund industry. Consequently, its schemes do not have a long-term performance history spanning multiple bullish and bearish market cycles (e.g., 5 or 10 years). This makes it challenging for investors to assess the long-term consistency and resilience of the fund managers and the systematic strategy during periods of market stress.

Technology and Systematic Active Equity (SAE) Risk

The AMC's core differentiation lies in its reliance on the Systematic Active Equity (SAE) model and the proprietary ALADDIN platform. While technology offers efficiency, it introduces a unique risk: the fund's performance is heavily dependent on the accuracy of the model. If the quantitative models fail to interpret new market dynamics accurately, or if errors occur in the data or algorithm, the fund may underperform traditional, human-managed funds.

Credit and Liquidity Risk (Debt Schemes)

For the debt schemes (Liquid, Money Market Funds), there is a risk that the issuers of the underlying corporate bonds or commercial papers may default on their payments (Credit Risk). Additionally, if the market for these debt securities becomes illiquid, the fund may face difficulty selling them quickly without incurring a loss, which could potentially impact the NAV.

Factors to Consider Before Investing in Jio Blackrock Mutual Funds

Investment Goals, Horizon, and Risk Appetite

It is crucial to match the fund’s objective with your personal financial goals. For instance, the flexi cap fund is ideal for long-term (7+ years) growth goals and requires a Very High risk appetite. Conversely, a liquid fund is suitable for short-term (up to 90 days) needs and carries a Low risk profile. Never invest in a high-risk equity fund if your financial goal is less than five years away.

Unique Investment Strategy

The decision to invest in Jio BlackRock is also a decision to invest in their Systematic Active Equity (SAE) methodology. Investors must be comfortable with a fund that prioritises a technology-led, quantitative, data-driven approach over a purely traditional, fundamental, and qualitative research process. Understand how the fund's reliance on the ALADDIN platform impacts portfolio construction and risk management.

Advantages of Direct Plans and Low Expense Ratios

Jio BlackRock primarily offers direct plans, which bypass intermediary commissions. This results in a significantly lower expense ratio compared to the regular plans of most competitors. Over a long investment horizon, this lower cost structure can compound into substantial extra returns, which is a significant factor to consider when evaluating the fund's long-term potential.

Comparison with Established Peers

Despite the strong sponsorship, the AMC is new. Potential investors should compare the proposed investment strategy, expense ratio, and key scheme features with those of established index and active funds from fund houses with decades of experience and proven track records in the Indian market before making a final decision.

Exit Load and Liquidity Terms

Check the specific exit load structure of the chosen scheme. For example, the JioBlackRock Flexi Cap Fund has been launched with a Nil Exit Load, offering greater liquidity and flexibility for investors who might need to withdraw their funds sooner. However, debt funds may have staggered exit loads, and investors should confirm these terms before investing.

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Documents Required to Invest in Jio BlackRock Mutual Funds

Here are a few documents you may require to invest in Jio BlackRock Mutual Funds

  1. Know Your Customer (KYC) Compliance
  2. Common Application Form
  3. Proof of Identity (PoI)
  4. Proof of Address (PoA)
  5. Proof of Bank Account
  6. Additional Documents for Specific Categories (e.g., Non-Individuals, HUF, Partnership Firms)
  7. NRI Investors: Overseas Address Proof, Bank Account Proof, FIRC/Banker’s Certificate

Note: For the latest details, visit Jio BlackRock’s official AMC website.



Conclusion

Jio BlackRock Mutual Fund represents a significant development in the Indian financial market, marrying global technology and systematic investing with local distribution strength. While the AMC is new and lacks a long track record, its unique digital-first, low-cost, and algorithm-driven approach offers a compelling, modern alternative for investors. Potential investors should thoroughly read the Scheme Information Document (SID) and ensure the chosen scheme's risk profile aligns with their personal investment philosophy.

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Frequently Asked Questions About Jio BlackRock Mutual Funds

  1. How to start Jio Blackrock mutual fund SIP online?

    Here’s how you can start a SIP in Jio Blackrock Mutual Funds,

    1. Launch Tickertape Mutual Fund Screener.
    2. Select the Jio Blackrock Mutual Funds that aligns with your investment goals.
    3. Click on “Place Order” and select the option “SIP”. Enter the SIP amount and confirm “OK”

    Your order will be placed.

  2. How to calculate Jio Blackrock mutual fund returns?

    Here’s how you can calculate returns on your Jio Blackrock mutual fund investement -
    Absolute Return = ((Current NAV - Initial NAV) / Initial NAV) * 100

    With this formula you can measure how much your investment has grown in total. Moreover, you can also use Tickertape Mutual Fund Screener to get latest data on the Jio Blackrock mutual fund’s performance.

  3. Does Jio Blackrock mutual fund offer tax-free mutual fund schemes?

    No, Jio Blackrock mutual fund does not offer tax-saving options, particularly through its Equity Linked Savings Scheme (ELSS). While the returns are subject to long-term capital gains tax, these funds allow investors to claim tax deductions under Section 80C of the Income Tax Act.
    Disclaimer: You can check the latest information about Jio Blackrock ELSS funds on Tickertape Mutual Fund Screener.

  4. How to cancel/stop Jio Blackrock mutual fund SIP?

    To cancel Jio Blackrock mutual fund SIP, please refer to the official website.

    Disclaimer: Please do your own research or consult your financial advisor before making financial decision.

  5. How to withdraw money from Jio Blackrock Mutual Funds?

    Here’s how to withdraw/redeem from Jio Blackrock mutual fund on Tickertape Mutual Fund Screener -

    1. Step 1 - Select the Jio Blackrock mutual fund you want to redeem
    2. Step 2 - It will automatically redirect you to smallcase app. There you’ve to login to your smallcase account using your registered email or broker login.
    3. Step 3 - Go to the “Investments” or “Portfolio” tab from the bottom navigation bar.
    4. Step 4 - Find the Jio Blackrock mutual fund you want to withdraw under “Mutual Funds” section (or “My Investments”),
    5. Step 5 - Tap on the mutual fund name to open its details page.
    6. Step 6 - Choose the ‘Redeem’ option. It will start the withdrawal process.
    7. Step 7 - Select withdrawal type - By Amount, By Units, or Full Redemption.
    8. Step 8 - Confirm your bank account details.
    9. Step 9 - Tap on ‘Redeem’ / ‘Confirm’ to confirm redemption.

  6. What are the redemption charges of Jio Blackrock mutual funds?

    Jio Blackrock mutual funds do not levy any redemption charges. However, an exit load may apply if units are redeemed within a specified period from the date of investment. You can check the latest specific scheme details for charges on Tickertape Mutual Fund Screener.

  7. Which are the top-performing Jio BlackRock mutual funds?

    Here are the top Jio BlackRock mutual funds based on their 5Y CAGR:

    1. JioBlackRock Money Market Fund
    2. JioBlackRock Liquid Fund
    3. JioBlackRock Overnight Fund
    4. JioBlackRock Nifty Smallcap 250 Index Fund
    5. JioBlackRock Nifty Next 50 Index Fund

    Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.

  8. How to increase the SIP amount in Jio Blackrock mutual funds?

    To increase the SIP amount for Jio Blackrock mutual fund, you can do it from your broker account or from Jio Blackrock mutual fund official website.

  9. How to choose the best Jio Blackrock Mutual Funds before investing?

    Here’s how to choose the best Jio Blackrock mutual fund for investing -

    1. Assess your risk tolerance.
    2. Analyse the fund’s performance on Tickertape Mutual Fund Screener.
    3. Compare the expense ratio.
    4. Evaluate portfolio diversification across sectors, market caps, and asset classes.
    5. Understand tax implications as equity and debt funds are taxed differently.
    6. Check for exit load and lock-in period.


    Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.

Disclaimer: This article is for informational purposes only. The content of the article including securities/investment products mentioned if any, should not in any manner be construed as an investment advice, recommendation, offer, solicitation to buy/hold/sell any securities/investment products. The securities quoted if any, are for illustration only and are not recommendatory. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Please consult a SEBI-registered financial advisor before investing.