JioBlackRock Flexi Cap Fund NFO Closes Today: Key Details, Review And Investment Guide

JioBlackRock Flexi Cap Fund NFO Closes Today:

The JioBlackRock Flexi Cap Fund, which opened for subscription on September 23, closes today, October 7, offering investors their last opportunity to participate in the new fund offer (NFO). The Rs 15,512-crore fund is the first in India to adopt BlackRock’s Systematic Active Equity (SAE) approach, combining data-driven insights with human expertise to manage investments.

Like other flexi-cap funds, the scheme invests across large-cap, mid-cap, and small-cap companies, aiming to provide long-term capital appreciation while giving diversified exposure across market capitalisations.

Fund Details

Investors can apply for the JioBlackRock Flexi Cap Fund with a minimum investment of ₹500. The fund has a total expense

ratio of 0.5% and no exit load, making it flexible for investors to buy or redeem units at any time after the NFO period. The fund is benchmarked against the Nifty 500 TRI, and the portfolio will be actively managed by Tanvi Kacheria and Sunil Chaudhary.

Understanding BlackRock’s SAE Approach

The Systematic Active Equity (SAE) approach combines scientific analysis, real-time data, and human oversight. Rather than relying solely on human judgment, the fund uses data-driven insights to build a portfolio with long-term growth potential. Fund managers actively monitor risks, market trends, and portfolio exposures to ensure alignment with evolving market conditions while avoiding emotional biases.

How to Invest?

Investors can subscribe to the fund through the JioBlackRock AMC website by completing KYC and linking bank details. Other platforms, including Groww, Zerodha, and Paytm Money, also facilitate investments in the NFO.

Why Consider Investing?

The fund house highlighted that the Indian equity market has grown significantly over the last decade, generating volumes of data that are challenging to process manually. By leveraging BlackRock’s innovative approach, the fund combines human expertise with AI-driven analysis to create a modern, diversified investment strategy. This makes it particularly suitable for investors seeking long-term wealth creation with exposure to all market segments.

Should You Invest?

Pankaj Mathpal, Founder & CEO of Optima Money Managers, noted that the fund’s AI-human management approach sets it apart from other flexi-cap schemes. It helps rebalance exposures across market capitalisations at the right time, potentially enhancing medium- to long-term returns.

Anuj Gupta, Director at Ya Wealth, highlighted that the scheme’s rule-based, data-driven strategy reduces emotional bias and provides optimal exposure to large-cap, mid-cap, and small-cap segments. He recommended the fund for investors seeking long-term capital appreciation with a high-risk appetite.

The JioBlackRock Flexi Cap Fund is ideal for investors looking for long-term growth, diversified exposure across all market capitalisations, and those with a high-risk tolerance who want a technology-driven, actively managed fund.