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JioBlackRock Short Duration Fund - Direct Plan - Growth Option
TopFund Score: 76/100 · Good
How this score is calculated
- Star rating (35%)—
- 3Y CAGR (30%)—
- Expense ratio (20%)0.36%
- AUM (15%)₹112 Cr
Not investment advice — an analytical read of public fund data. Methodology →
JioBlackRock Mutual Fund · Debt · Short Duration
₹1,039.24
AUM: ₹112 Cr
NAV updated 15 days ago
Plan
Direct
Option
Growth
Risk
Moderate
Expense Ratio
0.36%
Exit Load
Nil
Fund Manager
Vikrant Mehta
Inception
Jan 2026
Benchmark
NIFTY Short Duration Debt Index A-II
Sharpe Ratio
-0.22
Std Dev (1Y)
1.04%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.3%
3m
+1.88%
6m
+3.04%
1y
—
3y
—
5y
—
10y
—
since inception
+3.79%
TopFund's Take on JioBlackRock Short Duration Fund - Direct Plan - Growth Option
JioBlackRock Short Duration Fund - Direct Plan - Growth Option holds up reasonably well within the Short Duration category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 76/100.
Cost: At 0.36%, the expense ratio is meaningfully cheaper — about 10% below the Short Duration category average of 0.4% (based on 120 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 -0.22 — 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 1.04% is on the lower side for a Short Duration fund, 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.
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about JioBlackRock Short Duration Fund - Direct Plan - Growth Option
The current NAV (Net Asset Value) of JioBlackRock Short Duration Fund - Direct Plan - Growth Option is ₹1039.24. 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 Short Duration Fund - Direct Plan - Growth Option is 0.36% per annum. This is the annual fee charged by the fund to manage your investment.
JioBlackRock Short Duration Fund - Direct Plan - Growth Option is managed by Vikrant Mehta at JioBlackRock Mutual Fund.
JioBlackRock Short Duration Fund - Direct Plan - Growth Option is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.
JioBlackRock Short Duration Fund - Direct Plan - Growth Option is a Short Duration fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in JioBlackRock Short Duration 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 Short Duration Fund - Direct Plan - Growth Option is ₹112 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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