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JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option
TopFund Score: 64/100 · Average
How this score is calculated
- Star rating (35%)—
- 3Y CAGR (30%)—
- Expense ratio (20%)0.84%
- AUM (15%)₹163 Cr
Not investment advice — an analytical read of public fund data. Methodology →
JioBlackRock Mutual Fund · Equity · Thematic
₹9.91
AUM: ₹162 Cr
NAV updated 19 days ago
Plan
Direct
Option
Growth
Risk
Very High
Expense Ratio
0.84%
Exit Load
Nil
Fund Manager
Tanvi Kacheria
Inception
Feb 2026
Benchmark
NIFTY 500 Total Return Index
Sharpe Ratio
-0.49
Std Dev (1Y)
15.69%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-2.47%
3m
+4.39%
6m
+2.64%
1y
—
3y
—
5y
—
10y
—
since inception
-0.68%
TopFund's Take on JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option
JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option sits in the middle of the pack for Thematic funds. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 64/100.
Cost: At 0.84%, the expense ratio is meaningfully cheaper — about 15% below the Thematic category average of 0.99% (based on 876 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.49 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 15.69% is fairly typical for Thematic funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
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
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option
The current NAV (Net Asset Value) of JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option is ₹9.91. NAV is updated every business day after market close by AMFI.
Return data is not yet available for this fund.
The expense ratio of JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option is 0.84% per annum. This is the annual fee charged by the fund to manage your investment.
JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option is managed by Tanvi Kacheria at JioBlackRock Mutual Fund.
JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option is a Thematic fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option is ₹163 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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