myplexus

NFO Monitor

Fund Fact

Name of Funds:

JioBlackRock Flexi Cap

Opening:

23rd September 2025

Closing:

7th October 2025

Minimum Investment:

Rs. 500/- and in multiples of Re. 1/- thereafter

Plan:

Direct

Options:

Growth

Entry Load:

NIL

Exit Load:

NIL

Fund Stats

Objective:

The investment objective of the Scheme is to generate long term capital appreciation by investing in equity and equity related instruments across market capitalization.

Benchmark:

NIFTY 500

Fund Manager:

Tanvi Kacheria, Sahil Chaudhary

Asset Allocation

65%-100% Equity upto 35% Debt and Money Market

upto 10% Others

Comparable existing schemes

Parag Parikh Flexi Cap	2.67(1Y)	21.79(3Y)
HDFC Flexi Cap	1.39(1Y)	23.68(3Y)

Fund Prognosis

Idea Distiller

The big launch we were told would not happen but we all knew would happen…the active scheme from the Jio Blackrock stable!!!

Fund House AAUM:
48500 (in lakhs)as on 31st Aug,2025
Fund Manager:
Combined Experience of above 10 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Apart from the house it is coming from, NOTHING. But it is an easy to manage scheme in an easy category but managing peer group performance!!! That is a toughie.

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