JioBlackRock Balanced Advantage Fund Direct-Growth
Hybrid: Dynamic Asset Allocation - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Hybrid: Dynamic Asset AllocationBenchmark: NIFTY 50 Hybrid Composite Debt 50:50 IndexCheck Portfolio Overlap →
NAV: —+0.00%
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1 Week returns: -
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1 Month returns: -
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1 Year CAGR: -
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3 Years CAGR: -
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5 Years CAGR: -
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Key Talking Points
Important talking points about the scheme's performance, expense ratio and other factors — grouped by positive, negative, and neutral stance.
Positive
Not enough talking points with positive stance
Negative
Not enough talking points with negative stance
Neutral
Not enough performance data
Since this is a relatively new scheme (less than 3 years), we do not have sufficient data to conduct meaningful performance analysis
Scheme Overview
The scheme seeks to generate long term capital appreciation with income generation by investing in a dynamically managed portfolio of equity and debt instruments.
Plan Variants
No variants available.
Fund Managers
Key Scheme Details
Inception
7 Oct 2026
Expense Ratio
-
AUM
-
Lock in
No lock in
Taxation
-
Min. Investment
₹500
Min. Addl Investment
-
Min. SIP Investment
₹500
Exit load
-
AMC Overview
JioBlackRock Mutual Fund background and AUM insights, category-wise distribution and historical AUM growth.
AMC Details
AMC
JioBlackRock Mutual Fund
CEO
Sid Swaminathan(Managing Director and Chief Executive Officer)
Trustee
Jio BlackRock Trustee Private Ltd
Address
Unit No. 1301, 13th Floor, Altimus Building, Plot No. 130,, Worli Estate, Pandurang Budhkar Marg,Worli, Mumbai, Maharashtra, Mumbai
Frequently Asked Questions
What is the current NAV of JioBlackRock Balanced Advantage Fund Direct-Growth?
The current NAV of JioBlackRock Balanced Advantage Fund Direct-Growth is - as of -. The NAV of a mutual fund reflects the per-unit market value of the fund's holdings and is updated at the end of every trading day.
What is the AUM of JioBlackRock Balanced Advantage Fund Direct-Growth?
The AUM (Assets Under Management) of JioBlackRock Balanced Advantage Fund Direct-Growth is -. AUM represents the total market value of assets the fund currently manages on behalf of its investors.
What is the expense ratio of JioBlackRock Balanced Advantage Fund Direct-Growth?
The expense ratio of JioBlackRock Balanced Advantage Fund Direct-Growth is -% per annum. This is the annual fee charged by the fund house to manage your investment. A lower expense ratio means more of your returns stay with you — which is one reason direct plans have a lower expense ratio than regular plans.
Who is the fund manager of JioBlackRock Balanced Advantage Fund Direct-Growth?
JioBlackRock Balanced Advantage Fund Direct-Growth is managed by Vikrant Mehta, Siddharth Deb, Arun Ramachandran, Tanvi Kacheria, Sahil Chaudhary, Virendra Kumar. You can check the full list of fund managers in the "Fund Manager" section above.
What is the benchmark of JioBlackRock Balanced Advantage Fund Direct-Growth?
The benchmark of JioBlackRock Balanced Advantage Fund Direct-Growth is NIFTY 50 Hybrid Composite Debt 50:50 Index. This is the index against which the fund's performance is measured. Consistently beating the benchmark over long periods is a key indicator of a fund manager's skill.
When was JioBlackRock Balanced Advantage Fund Direct-Growth launched?
JioBlackRock Balanced Advantage Fund Direct-Growth was launched on 7 Oct 2026. The fund has been in existence for -1 years. A longer track record gives investors more data to evaluate how the fund has performed across different market cycles.
What is the minimum investment in JioBlackRock Balanced Advantage Fund Direct-Growth?
The minimum investment in JioBlackRock Balanced Advantage Fund Direct-Growth is ₹500 for a lump sum and ₹500 per month for a SIP (Systematic Investment Plan). SIPs allow you to invest a fixed amount regularly, making it easier to build wealth over time without needing a large upfront amount.
What is the exit load on JioBlackRock Balanced Advantage Fund Direct-Growth?
The exit load on JioBlackRock Balanced Advantage Fund Direct-Growth is shown in the Scheme Overview section above. Exit load is charged to discourage early withdrawals and protect long-term investors in the fund.
What category does JioBlackRock Balanced Advantage Fund Direct-Growth belong to?
JioBlackRock Balanced Advantage Fund Direct-Growth belongs to the Hybrid: Dynamic Asset Allocation category. You can view other funds in this category.