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  1. Planning to invest in JioBlackRock Flexi Cap Fund? Key features & benefits explained

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Planning to invest in JioBlackRock Flexi Cap Fund? Key features & benefits explained

Upstox

2 min read | Updated on September 23, 2025, 09:18 IST

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SUMMARY

JioBlackRock Flexi Cap Fund is an open-ended dynamic equity scheme investing across large-cap, mid-cap, small-cap stocks. This fund aims to provide long-term capital appreciation

 JioBlackRock Flexi Cap Fund

JioBlackRock Flexi Cap Fund: For SIPs, the minimum application amount is Rs 500. | Image: Shutterstock.

JioBlackRock Mutual Fund is set to debut its first actively managed equity offering with the launch of the JioBlackRock Flexi Cap Fund. The fund will be open for subscription from September 23 to October 7.

JioBlackRock Flexi Cap Fund is an open-ended dynamic equity scheme investing across large-cap, mid-cap, small-cap stocks. This fund aims to provide long-term capital appreciation by offering investment opportunities across companies of all sizes, ensuring flexibility without size restrictions.

The fund offers the flexibility to dynamically adjust the portfolio mix, optimising returns while managing risk across different market segments by leveraging human expertise alongside AI and data-driven approaches.

The fund will be managed by Tanvi Kacheria and Sahil Chaudhary, with the Nifty 500 Index (TRI) serving as its benchmark.

JioBlackRock Flexi Cap Fund: Benefits

Flexible to dynamically shift allocation across marketcap Access to Blackrock's Sytematic Active Equity (SAE)* proprietory investment approach.

What is Systematic Active Equity (SAE)?
Systematic Active Equity (SAE) is a proprietary investment approach often used by large asset management firms (such as BlackRock or others) to manage equity portfolios. It combines elements of quantitative analysis and active management—striving to beat the market systematically by leveraging data, technology, and human insight.

JioBlackRock Flexi Cap Fund: Who should invest?

⦁ Ideal for investors aiming for long-term capital appreciation

⦁ Suitable for investors seeking portfolio exposure across market caps & sectors

⦁ For investors seeking advanced, data-driven strategies

JioBlackRock Flexi Cap Fund: Riskometer rating
The JioBlackRock Flexi Cap Fund is categorised under the "Very High Risk" level as per SEBI's Riskometer framework. This classification indicates that the fund carries a higher level of market volatility and risk, which could result in significant fluctuations in the value of your investment.

The scheme will offer only a direct plan with a growth option. The exit load is nil. For SIPs, the minimum application amount is Rs 500.

Disclaimer: This article is written purely for informational purposes and should not be considered investment advice from Upstox. Investors should do their own research or consult a registered financial advisor before making investment decisions.
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