Chandigarh, : JioBlackRock Mutual Fund, the joint venture between Jio Financial Services Ltd. and BlackRock, Inc., today announced the launch of its first active equity scheme – JioBlackRock FlexiCap Fund, set to open on September 23, 2025. The launch marks a significant milestone in the firm’s journey to deliver accessible, technology-driven, and globally benchmarked investment solutions for Indian investors.
The FlexiCap Fund is built on BlackRock’s globally proven Systematic Active Equity (SAE) platform, which blends AI, machine learning, and alternative data with human expertise. The approach leverages nearly 400 signals, with around 95% of the investment process machine-driven, ensuring disciplined and unbiased decision-making. The strategy maintains a controlled active risk of 3–4%, lower than industry averages, while focusing on downside protection and consistent returns.
Adding further strength is BlackRock’s proprietary Aladdin® platform, which enhances risk management and portfolio construction through advanced analytics.
Ms Komal Narang, Chief Client Office, JioBlackRock AMC today in Chandigarh said, “JioBlackRock was built with a clear purpose: to make investing democratized, simple, transparent, and accessible for every Indian. This region already contributes close to ₹2.3 lakh crore in Equity and Hybrid AUM, yet its share is just about 5% of the industry. At Jio BlackRock, we see this as an opportunity to transform investing habits, with a mission to turn savers into investors and make equity investing as simple and accessible as digital payments.”
Key Highlights
- First Active Equity Scheme: JioBlackRock FlexiCap Fund launches on September 23, 2025, powered by SAE.
- Technology-led Investing: Combines AI, ML, and alternative data with human judgment; ~400 signals, ~95% machine-driven.
- Risk & Returns: Maintains active risk at 3–4%, below industry averages, with emphasis on downside protection.
- Aladdin® Edge: Proprietary platform strengthens portfolio construction and risk oversight.
Early Momentum
Since inception, JioBlackRock has built strong traction with 1.6 lakh+ individual investors and 150+ institutions. Current assets under management stand in the range of ₹12,000–15,000 crore across cash and index funds.
- Cash funds: ~₹17,800 crore
- Index fund NFO: Mobilized ~₹330 crore
- Retail investors: Added ₹159 crore despite weak equity markets
- Institutions: Contributed ₹170 crore
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