JioBlackRock Sector Rotation Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | N/A | N/A | N/A | N/A |
| Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of JioBlackRock Sector Rotation Fund - Growth - Direct Plan is ₹10.16.
It is better to invest in a fund with a longer track record as JioBlackRock Sector Rotation Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark NIFTY 500, as the Funds portfolio is similar to its benchmark.
JioBlackRock Sector Rotation Fund - Growth - Direct Plan fund’s expense ratio is 0.50%
The process for redemption is
The AUM of JioBlackRock Sector Rotation Fund - Growth - Direct Plan is currently ₹165 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Reliance Industries and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 34% of fund’s portfolio respectively.
Top three sectors of JioBlackRock Sector Rotation Fund - Growth - Direct Plan fund are BFSI, Healthcare and Auto accounting for 51% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of JioBlackRock Sector Rotation Fund - Growth - Direct Plan Fund is Equity - Thematic Fund - Other.
Tanvi Kacheria and Sahil Chaudhary manage the JioBlackRock Sector Rotation Fund - Growth - Direct Plan Fund.
JioBlackRock Sector Rotation Fund - Growth - Direct Plan current PE ratio is 32.85 and PB ratio is 5.73
The asset allocation of JioBlackRock Sector Rotation Fund - Growth - Direct Plan is Stocks : 98.95%, Debt : 0.66% and Gold : 0.33%
The minimum SIP amount for JioBlackRock Sector Rotation Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for JioBlackRock Sector Rotation Fund - Growth - Direct Plan is NIL