The JioBlackRock Flexi Cap Fund, which launched on September 23, concludes its new fund offer (NFO) today, October 7, marking the final opportunity for investors to subscribe. This open-ended equity scheme is introducing BlackRock’s Systematic Active Equity (SAE) strategy to Indian markets for the first time.
Like other flexi-cap funds, it will invest across market capitalisations—large-cap, mid-cap, and small-cap companies—with the aim of generating long-term capital growth by leveraging opportunities across all sectors.
Investors can enter the fund with a minimum investment of ₹500. The fund comes with a total expense ratio of 0.5%, and notably, there is no exit load. Being an open-ended scheme, units can be bought or redeemed anytime after the NFO ends.
BlackRock’s SAE approach combines data analytics, scientific research, and expert oversight. Instead of depending solely on human judgment, this strategy uses a structured, data-led method to construct a growth-oriented portfolio. However, fund managers will actively monitor market dynamics and portfolio risks to avoid biases and ensure adaptability.
Financial expert Pankaj Mathpal advises investors to assess the innovative technology-driven approach before committing to the fund.
