Overview
- The JioBlackRock Flexi Cap Fund, the JV’s first active equity scheme in India, is open for subscription from September 23 to October 7, 2025.
- After initial reports of Paytm Money exclusivity, the AMC lists availability via its website, the JioFinance app, and platforms including Groww, Zerodha, Paytm Money, INDMoney, Dhan, Kuvera, 5Paisa, and FYERS.
- The strategy applies BlackRock’s Systematic Active Equity framework with Aladdin analytics to scan roughly 1,000 Indian companies, blending data-driven signals with human oversight.
- Minimum investment starts at Rs 500 via SIP or lump sum; the scheme is a direct plan with a reported indicative total expense ratio of about 0.50% and no exit load.
- The flexi-cap mandate invests across large-, mid-, and small-caps with equity exposure of 65%–100%, debt and money market instruments up to 35%, and REITs/InvITs up to 10%.