Official AMFI data
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Jio BlackRock

Jioblackrock Sector Rotation Fund

Sectoral / ThematicEquityVery High risk

NAV · Direct-Growth

₹10.06-0.04-0.37%

As of 18 Aug 2026 · AMFI

NAV growth+0.8%
20262026
Arthkar verdictA balanced read

Cost

Average

0.50% vs NaN% peers

1Y return

3Y CAGR

5Y CAGR

AUM

₹117.91 Cr

fund size

Expense

0.50%

direct plan

Volatility 3Y

3Y std dev

In plain English

JioBlackRock Sector Rotation Fund is a Sectoral / Thematic scheme from Jio BlackRock. The portfolio is ~99% in equities. Worst historical drawdown: -13% in Mar 2026, recovered in 3 months. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF22M001168

NAV (Direct-Growth)

₹10.0605

Last 1Y

+0.79%

Feb 26Min ₹8.82 · Max ₹10.20 · 122 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2026

-12.5%

Peak ₹10.08 on 23 Feb 2026 → trough ₹8.82 on 30 Mar 2026 (1 months down).

Recovered in 3 months· 6 Jul 2026

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

5

Honesty score

5 / 5

Solid scheme on the dimensions we check. No red flags.

  • Expense ratio

    0.50% — well below typical 1% for equity.

  • AUM size

    ₹118 Cr.

  • Sector concentration

    Top 3 sectors = 51.0% — diversified across sectors.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

PeriodReturnsCategory avgRank
1W-0.78%-0.40%188/ 286
1M+0.55%+2.47%216/ 286
3M+4.47%+8.01%226/ 286

Portfolio composition

Asset allocation

  • Equity99.05%
  • Cash0.95%

By market cap

  • Large cap73.54%
  • Mid cap19.51%
  • Others6.95%

Concentration

Holdings

280

Avg market cap

₹2.41 L Cr

Top 10 stocks

35.21%

Top 5 stocks

25.13%

Top 3 sectors

51.02%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight
  • 1

    HDFC Bank Ltd

    6.84%
  • 2

    Reliance Industries Ltd

    5.84%
  • 3

    ICICI Bank Ltd

    5.14%
  • 4

    Bharti Airtel Ltd

    4.81%
  • 5

    Larsen & Toubro Ltd

    2.50%
  • 6

    State Bank of India

    2.46%
  • 7

    ITC Ltd

    2.44%
  • 9

    Axis Bank Ltd

    2.00%
  • 10

    Mahindra & Mahindra Ltd

    1.61%
  • 11

    Kotak Mahindra Bank Ltd

    1.57%
  • 12

    Sun Pharmaceuticals Industries Ltd

    1.44%
  • 13

    Adani Ports & Special Economic Zone Ltd

    1.22%
  • 14

    Infosys Ltd

    1.22%
  • 15

    InterGlobe Aviation Ltd

    1.14%
  • 16

    Bajaj Finance Ltd

    1.08%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff
  • P/E ratio21.3025.73-4.43
  • P/B ratio2.893.85-0.96
  • Price / Sales2.472.77-0.30
  • Price / Cash Flow13.3117.41-4.10
  • Dividend yield1.47%1.35%+0.12
  • Return on equity (ROE)0.00%

Peers in Sectoral / Thematic

Other schemes in the same SEBI category, ranked by AUM.

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.