Rishi Kohli, Chief Investment Officer of JioBackRock Mutual Fund
Kohli noted, “The volatility in the equity market may continue for the next couple of quarters, but I predict that stability will occur from March onwards.” He emphasized that this outlook is influenced by various fundamental, macroeconomic, and cyclical factors. Despite uneven earnings trends across sectors recently, conditions are projected to stabilize in the upcoming months.
JioBlackRock Emerges as a Key Player in Mutual Fund Sector
The company, a joint venture between Jio Financial Services and BlackRock, which have an equal partnership, is seeking to establish itself as a challenger within India’s competitive mutual fund landscape, which features more than 40 participants.
Launch of New Flexi Cap Fund Tracking NSE 500
JioBlackRock has recently introduced the Flexi Cap Fund, which benchmarks against the NSE 500 index. According to Kohli, a significant portion of the portfolio will focus on large-cap stocks due to the fund’s benchmark.
One of the key features of this fund is its incorporation of BlackRock’s established Systematic Active Equities (SAE) approach, which utilizes big data and analytics alongside human oversight to refine portfolio construction. “The Flexi Cap Fund is our inaugural active equity product utilizing BlackRock’s proprietary Systematic Active Equity methodology, reflecting our dedication to offering investors a dynamic and potentially cost-effective investment solution,” said Kohli.
SAE Platform Guides Portfolio Management
Kohli explained that with the support of the SAE platform, the fund aims to achieve long-term value through a structured investment process within a controlled risk framework across market cycles. The new fund, offered at a total expense ratio of 0.50%, rates as one of the lowest in its category. The new fund offer (NFO) remains open until October 7.
Published on September 26, 2025
