Jio BlackRock Mutual Fund
AUM
₹ 17,800 Cr
AMC Age
0 Years
No. Of Schemes
1
JioBlackRock Mutual Fund is a mutual fund house in India, recognised for its research-led investment approach and focus on long-term wealth creation. It aims to provide consistent and sustainable returns through disciplined portfolio management and well-structured investment strategies.
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About Jio BlackRock Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
JioBlackRock Mutual Fund is the asset management arm of a strategic partnership between Jio Financial Services and BlackRock, combining local digital innovation with global investment expertise. Leveraging this strong collaboration, JioBlackRock Mutual Fund focuses on delivering research-driven, disciplined investment strategies designed for long-term wealth creation.
Key Features
- JioBlackRock blends BlackRock’s global investment knowledge with Jio’s digital-first reach to provide accessible and transparent investment solutions across market cycles.
- Guided by deep analysis and active engagement, the fund house emphasizes sustainable performance and long-term value creation.
- With equity and debt schemes, JioBlackRock Mutual Fund caters to varied investor goals and risk profiles.
- Leveraging Jio’s technology, investors can conveniently invest, track, and manage their portfolios, making investing simpler and more inclusive for everyone.
Documents Required
To invest in Jio BlackRock Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form: Completed and signed CKYC application form
In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details – Canceled cheque or bank statement for linking the investment account.
Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact Jio BlackRock Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
Jio BlackRock Mutual Fund Managers
Mr Tanvi Kacheria
Mr Anand Shah
Mr Haresh Mehta
How To Invest In Jio BlackRock Mutual Fund With Choice?
Jio BlackRock Mutual Fund FAQs
The best JioBlackRock Mutual Fund depends on your financial goals and risk appetite. Equity funds are suitable for long-term growth, debt funds provide stability, and hybrid funds offer a balanced approach. On Choice FinX, you can use advanced research tools along with fundamental and technical analysis to make informed investment decisions.
JioBlackRock Mutual Funds are taxable based on the type of fund and the holding period. Equity fund gains are taxed at 20% for short-term and 12.5% for long-term capital gains if gains exceed 1.25 lakh annually. Debt fund gains are taxed as per your income slab. ELSS funds provide tax benefits under Section 80C.
To invest via Choice FinX, you need a PAN card, Aadhaar, proof of identity, proof of address, and a linked bank account. Completing the KYC process is mandatory. Non-individual investors may require additional documents, which can be uploaded digitally on the Choice FinX platform.
The minimum investment in a JioBlackRock Mutual Fund generally starts from 100 for both Systematic Investment Plan (SIP) and lump sum investments. The amount may vary depending on the specific scheme.
Returns are based on the Net Asset Value (NAV). The formula used is:
Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100
For SIP investments, the XIRR (Extended Internal Rate of Return) method is used. Choice FinX provides real-time NAV tracking and return calculators to help investors estimate their earnings.
Yes, you can switch between JioBlackRock Mutual Funds through Choice FinX. The platform allows seamless fund switching; however, investors should consider exit loads and tax implications based on the investment duration.
Charges may include the Expense Ratio, Exit Load for early redemption, and Transaction Fees on investments above a specified threshold. Direct plans available on Choice FinX typically have lower costs compared to regular plans.
No, a Demat account is not mandatory to invest in JioBlackRock Mutual Funds through Choice FinX. You can invest directly via the platform or opt for a Demat account if you prefer holding mutual fund units in electronic format.
You can access your JioBlackRock Mutual Fund statement on the Choice FinX platform under the Portfolio section. Alternatively, statements are available through the JioBlackRock Mutual Fund website, email requests, or via CAMS and KFintech portals.
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