mutual funds
JioBlackRock Mutual Fund

JioBlackRock Sector Rotation Fund Direct-Growth

Equity: Thematic-Other - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Thematic-OtherBenchmark: NIFTY 500 Total Return IndexCheck Portfolio Overlap →
NAV: ₹9.82+0.92%
18 Sept 2026
1 Week returns: -0.05 %
Category rank: 19/57
1 Month returns: -2.43 %
Category rank: 26/57
1 Year CAGR: -
Category rank: -
3 Years CAGR: -
Category rank: -
5 Years CAGR: -
Category rank: -
52 week high/low
₹8.82
₹10.20
AUM
166.92
Expense Ratio
0.84
Inception
1771459.00
P/E
22.40
P/B
3.23
Max Drawdown
-0.13
Return 1M
-2.43
Return 1Y
-
Return 3Y
-
Return 5Y
-
Alpha
-
Sharpe
-

Key Talking Points

Important talking points about the scheme's performance, expense ratio and other factors — grouped by positive, negative, and neutral stance.
Positive
Relatively low expense ratio

Expense ratio of the scheme (0.84%) is lower than average expense ratio of the category (1.65%), excluding index funds and ETFs

This measures the relative expense of the scheme with respect to average expense ratio of the category. Investors should always prefer schemes with lower expense, everything else remaining the same

What is Expense ratio?

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 by investing in equity and equity related instruments following sector rotation theme.

Scheme Category Overview →

Plan Variants

No variants available.

Fund Managers

Tanvi Kacheria
Since: 27 Jan 2026
View details
Sahil Chaudhary
Since: 27 Jan 2026
View details
Education
Bachelor of Technology (ICT) from Dhirubhai Ambani Institute of Information and Communication Technology.
Past 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,

Key Scheme Details

Inception
18 Feb 2026
Expense Ratio
0.84%
AUM
₹166.92 Cr
Lock in
No lock in
Taxation
Equity
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.

AUM Analysis

AUM distribution as on date:
Aug 31, 2026
Total AUM: ₹ 22,552 Cr
Debt
₹ 17,216 Cr
Equity
₹ 4,750 Cr
Hybrid
₹ 587 Cr
Jul 31, 2025Aug 31, 2025Sep 30, 2025Oct 31, 2025Nov 30, 2025Dec 31, 2025Jan 31, 2026Feb 28, 2026Mar 31, 2026Apr 30, 2026May 31, 2026Jun 30, 2026Jul 31, 2026Aug 31, 2026
equity-318 Cr422 Cr2,366 Cr2,872 Cr3,227 Cr3,399 Cr3,735 Cr3,648 Cr4,209 Cr4,333 Cr4,520 Cr4,653 Cr4,750 Cr
hybrid-----232 Cr338 Cr329 Cr385 Cr477 Cr530 Cr559 Cr563 Cr587 Cr
debt17,903 Cr12,195 Cr12,623 Cr10,648 Cr11,176 Cr11,271 Cr13,026 Cr13,450 Cr11,225 Cr12,810 Cr12,181 Cr11,535 Cr16,426 Cr17,216 Cr
commodities--------------
Total17,903 Cr12,513 Cr13,045 Cr13,014 Cr14,048 Cr14,730 Cr16,763 Cr17,514 Cr15,258 Cr17,496 Cr17,044 Cr16,614 Cr21,642 Cr22,552 Cr

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 Sector Rotation Fund Direct-Growth?
The current NAV of JioBlackRock Sector Rotation Fund Direct-Growth is ₹9.82 as of 17 Sep 2026. 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 Sector Rotation Fund Direct-Growth?
The AUM (Assets Under Management) of JioBlackRock Sector Rotation Fund Direct-Growth is ₹166.92 crore. AUM represents the total market value of assets the fund currently manages on behalf of its investors.
What is the expense ratio of JioBlackRock Sector Rotation Fund Direct-Growth?
The expense ratio of JioBlackRock Sector Rotation Fund Direct-Growth is 0.84% 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 Sector Rotation Fund Direct-Growth?
JioBlackRock Sector Rotation Fund Direct-Growth is managed by Tanvi Kacheria, Sahil Chaudhary. You can check the full list of fund managers in the "Fund Manager" section above.
What is the benchmark of JioBlackRock Sector Rotation Fund Direct-Growth?
The benchmark of JioBlackRock Sector Rotation Fund Direct-Growth is NIFTY 500 Total Return 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 Sector Rotation Fund Direct-Growth launched?
JioBlackRock Sector Rotation Fund Direct-Growth was launched on 18 Feb 2026. The fund has been in existence for 0 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 Sector Rotation Fund Direct-Growth?
The minimum investment in JioBlackRock Sector Rotation 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 Sector Rotation Fund Direct-Growth?
The exit load on JioBlackRock Sector Rotation 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 Sector Rotation Fund Direct-Growth belong to?
JioBlackRock Sector Rotation Fund Direct-Growth belongs to the Equity: Thematic-Other category. You can view other funds in this category.