JioBlackRock AMC launches a flexi-cap fund with systematic active equities. Here’s what investors need to know

Jio BlackRock Asset Management, a joint venture equally owned by Jio Financial Services Limited (JFSL) and BlackRock, announced today the launch of its newest equity product, the JioBlackRock Flexi Cap Fund, which is managed using BlackRock’s Systematic Active Equities (SAE) strategy.  

The New Fund Offer (NFO) starts on September 23, 2025, and ends on October 7, 2025.

According to the JFSL press release, BlackRock’s SAE approach employs big data, advanced analytics, and human expertise to achieve distinctive investment outcomes. By leveraging AI and cutting-edge technology, it seeks to transform traditional and alternative data — ranging from social media conversations to satellite imagery — into investable insights for the benefit of Indian investors.

Rishi Kohli, Chief Investment Officer, JioBlackRock Asset Management, says, “The Flexi Cap Fund is our first active equity offering that leverages BlackRock’s proprietary Systematic Active Equity approach. This reflects our commitment to offering investors a dynamic, differentiated and potentially low-cost investment solution. Backed by SAE, the fund aims to deliver long-term value through a disciplined investment process within a controlled risk framework across market cycles.”

The JioBlackRock Flexi Cap Fund offers diversified exposure by investing in large, mid, and small-cap companies within a disciplined framework. It has an estimated Total Expense Ratio of 0.50% and no exit load, making it a cost-effective option for investors.

Investors should be aware that Paytm Money, a wholly owned subsidiary of One97 Communications Limited (OCL) and a wealth-tech platform partnered with JioBlackRock, will provide subscriptions to the JioBlackRock Flexi Cap Fund.

Raffaele Savi, Senior Managing Director and Global Head of BlackRock Systematic, states, “For 40 years, BlackRock Systematic has led the way in active investing — merging innovation, data insights, and human expertise to generate distinctive alpha for clients.”

This launch marks a significant milestone in making equity strategies more accessible to retail investors in India. Created by BlackRock, the SAE approach integrates artificial intelligence, machine learning, and alternative data sources—such as consumer transactions and search activity—with the insights of seasoned fund managers.

BlackRock’s Aladdin platform further improves the investment process by analysing extensive and complex data sets to derive investment insights for nearly 1,000 Indian companies.