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 Short Duration Fund - Direct Plan - Growth Option

monitor_heart Health Score: 75/100 · Good

JioBlackRock Mutual Fund · Debt · Short Duration

₹1,032.34

+0.46 (+0.04%) trending_up

AUM: ₹92 Cr

NAV updated 10 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

0.39

Std Dev (1Y)

1.13%

Historical Returns (CAGR)

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

1m

+0.94%

3m

+1.7%

6m

1y

3y

5y

10y

since inception

+3.08%

rate_review 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 75/100.

Cost: At 0.36%, the expense ratio is roughly in line with the Short Duration category average of 0.37% — 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 0.39 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 1.13% 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 66.95%
Entities 17.53%
Unspecified 15.52%

pie_chart Asset Allocation

Certificate of Deposit 66.95%
GOI Securities 17.53%
Repo 14.15%
Net Receivables 1.37%

Frequently Asked Questions about JioBlackRock Short 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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