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JioBlackRock Mutual Fund

JioBlackRock Money Market Fund - Direct Plan - Growth Option

★★★★★ TopFund est.

TopFund Score (fallback rating)

  • Calculated by: TopFund — used only when no third-party rating exists for this fund
  • Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
  • Refresh frequency: Whenever TopFund re-syncs this fund's data
  • Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis

Full rating methodology →

TopFund Score: 85/100 · Excellent

How this score is calculated

  • Star rating (35%)4/5
  • 3Y CAGR (30%)—
  • Expense ratio (20%)0.16%
  • AUM (15%)₹3,463 Cr

Not investment advice — an analytical read of public fund data. Methodology →

JioBlackRock Mutual Fund · Debt · Money Market

₹1,076.73

+0.0 (+0.0%)

AUM: ₹3,463 Cr

NAV updated 13 days ago

Plan

Direct

Option

Growth

Risk

Low to Moderate

Expense Ratio

0.16%

Exit Load

Nil

Fund Manager

Vikrant Mehta

Inception

Jul 2025

Benchmark

NIFTY Money Market Index A-I

Sharpe Ratio

0.51

Std Dev (1Y)

0.53%

Historical Returns (CAGR)

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

1m

+0.57%

3m

+2.06%

6m

+3.49%

1y

+6.55%

3y

—

5y

—

10y

—

since inception

+6.39%

TopFund's Take on JioBlackRock Money Market Fund - Direct Plan - Growth Option

JioBlackRock Money Market Fund - Direct Plan - Growth Option ranks among the stronger performers in the Money Market category, backed by a 4-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 85/100.

Cost: At 0.16%, the expense ratio is roughly in line with the Money Market category average of 0.16% — cost isn't a standout factor either way for this fund.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.51 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 0.53% is on the lower side for a Money Market fund, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to conservative investors prioritising capital stability and predictable income over high growth.

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.

Sector Allocation

Financial 93.15%
Entities 7.37%

Asset Allocation

Certificate of Deposit 57.62%
Commercial Paper 31.30%
GOI Securities 7.37%
Treasury Bills 4.23%
Alternative Investment Fund 0.24%

Frequently Asked Questions about JioBlackRock Money Market 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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