JioBlackRock Mutual Fund starts unit allotment in its flexi cap fund from October 13, thanks investors for record response

JioBlackRock Mutual Fund is set to start unit allotment in the JioBlackRock Flexi Cap Fund from October 13. In a post on social media platform X, the fund house thanked investors for their response to the scheme.

“Thank you for the overwhelming trust and support in the JioBlackRock Flexi Cap Fund NFO. Unit allotment for the funds will be commencing from 13 Oct 2025; the scheme will reopen on 17 Oct 2025," JioBlackRock Mutual Fund wrote.

https://x.com/JioBlackRockmf/status/1976152296925843641

The JioBlackRock Flexi Cap Fund has just completed its new fund offer on October 7 and is an open-ended dynamic equity scheme investing across large cap, mid cap, small cap stocks.

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The fund will be benchmarked against the Nifty 500 Index (TRI) and will be managed by Tanvi Kacheria and Sahil Chaudhary.

The exit load is nil. The minimum application amount for lump sum, switch-in to the scheme investment is Rs 500 and any amount thereafter. For the SIP, the minimum application amount is Rs 500 and in multiples of Re 1 thereafter, with a minimum of six instalments.

This flexi cap fund will allocate 65-100% in equity and equity-related instruments of large cap, mid cap and small cap companies, 0-35% in debt and money market instruments, and 0-10% in units of REITS and InvITs. The Maximum Total expenses ratio (TER) permissible under Regulation 52 (6) (c) is up to 2.25%, according to the scheme information document (SID).

The scheme follows an active investment strategy which adopts a systematic approach to stock selection and portfolio construction. The approach allows the fund managers to respond proactively to changing market conditions and emerging opportunities.

The investible universe of the scheme is defined by the fund managers based on inputs from the investment team to limit investments into stocks of issuers based on their track record of governance, debt servicing, regulatory compliance or market perceptions and such other parameters.

The systematic approach involves utilising inputs from the fund managers and signal research scores shared by BlackRock Inc. Such signal research scores are derived using big data (which includes traditional data and alternative data), and leverage machine learning, a form of artificial intelligence and advanced data analytics, which are constantly being improved. Signals are selected based on their economic rationale and demonstrated statistical relevance.

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The signals are consolidated into a composite research score, which is used in the portfolio construction process alongside other inputs from the investment team.

While sharing about the strategy this flexi cap fund uses, the fund house posted on X, “With thousands of data points across countless stocks, it’s easy to assume machines do all the work. But just like in Formula 1, where advanced electronics enhance the driver’s role, systematic investing thrives on human insight.”

https://x.com/JioBlackRockmf/status/1975889014826627312