The open-ended equity scheme will follow a flexi cap structure, investing across large, mid, and small-cap companies. The stated investment objective is to generate long-term capital appreciation by investing in equity and equity-related instruments across market capitalisation.
The minimum subscription amount is set at ₹500, with no entry or exit load.
According to the fund house, the key highlight of this scheme is that it will be India’s first active equity fund powered by BlackRock’s proprietary Systematic Active Equity (SAE) approach.
SAE integrates traditional and alternative data to generate signal research scores, which are then used by fund managers alongside their own judgment to build portfolios.
In a statement, the company said the approach represents “where AI meets human expertise, and traditional plus alternate data come together to uncover smarter investment opportunities.”
It also highlighted that the scheme is positioned to offer an agile and scalable way of investing in equities, differentiating it from conventional flexi cap funds.
JioBlackRock Asset Management is a 50:50 joint venture between Jio Financial Services Limited (JFSL) and global investment management firm BlackRock. The partnership seeks to combine BlackRock’s global investment expertise with JFSL’s local reach and digital infrastructure to offer technology-driven investment solutions in India.
