| Category: Equity: Thematic-Multi-Sector |
| Launch Date: 19-08-2026 |
| Asset Class: Equity |
| Benchmark: Nifty 500 TRI |
| Expense Ratio: 1.9% As on (30-08-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 166.92 Cr As on (31-08-2026) |
| Turn over: |
Ms. Tanvi Kacheria, Mr. Sahil Chaudhary
The investment objective of the Scheme is to generate long term capital appreciation by investing in equity and equity related instruments following sector rotation theme. There is no assurance that the investment objective of the Scheme will be achieved
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| JioBlackRock Sector Rotation Fund - Regular Plan - Growth | - | - | - | - | -2.15 |
| NIFTY 500 TRI | -2.0 | 10.1 | 9.82 | 12.99 | 12.03 |
| Equity: Thematic-Multi-Sector | 1.67 | - | - | - | -7.22 |
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| JioBlackRock Sector Rotation Fund - Regular Plan - Growth | - | - | - | - | - | - |
| Equity: Thematic-Multi-Sector | - | - | - | - | - | - |
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| JioBlackRock Sector Rotation Fund Reg Gr | 19-08-2026 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Shriram Multi SecTor Rotation Fund Reg Gr | 09-12-2024 | 1.67 | 0.0 | 0.0 | 0.0 | 0.0 |
Portfolio as on