info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

JioBlackRock Mutual Fund

JioBlackRock Low Duration Fund - Direct Plan - Growth Option

monitor_heart Health Score: 83/100 · Excellent

JioBlackRock Mutual Fund · Debt · Low Duration

₹1,032.86

+0.25 (+0.02%) trending_up

AUM: ₹691 Cr

NAV updated 8 days ago

Plan

Direct

Option

Growth

Risk

Low to Moderate

Expense Ratio

0.33%

Exit Load

Nil

Fund Manager

Vikrant Mehta

Inception

Jan 2026

Benchmark

NIFTY Low Duration Debt Index A-I

Sharpe Ratio

0.43

Std Dev (1Y)

0.75%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+0.62%

3m

+1.44%

6m

1y

3y

5y

10y

since inception

+3.06%

rate_review TopFund's Take on JioBlackRock Low Duration Fund - Direct Plan - Growth Option

JioBlackRock Low Duration Fund - Direct Plan - Growth Option ranks among the stronger performers in the Low Duration category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 83/100.

Cost: At 0.33%, the expense ratio is roughly in line with the Low Duration category average of 0.31% — cost isn't a standout factor either way for this fund.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.43 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 0.75% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

Financial 87.31%
Unspecified 14.51%

pie_chart Asset Allocation

Certificate of Deposit 41.00%
Bonds 18.26%
Debenture 17.97%
Repo 11.60%
Non Convertible Debenture 7.20%
State Development Loan 3.63%
Treasury Bills 2.16%

Frequently Asked Questions about JioBlackRock Low Duration Fund - Direct Plan - Growth Option

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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