JioBlackRock Sector Rotation Fund
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹9.58
Expense Ratio
0.44%
Min SIP
₹500
Fund Size
₹143Cr
Min Investment
₹500
Lock In
NA
Scheme Information Document
Exit load: NIL
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
-0.15%
Beta
0.96
Sharpe Ratio
-0.128818
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(0.00)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- SBI Innovative Opportunities Fund
- Invesco India Business Cycle Fund
- Union Active Momentum Fund
- SBI Quant Fund
- HDFC Transportation and Logistics Fund
- ICICI Prudential Commodities Fund
- ICICI Prudential Manufacturing Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- Canara Robeco Manufacturing Fund
- Kotak Special Opportunities Fund
- Kotak Manufacture in India Fund
- HDFC Manufacturing Fund
- Qsif Sector Rotation Long-Short Fund
- Mahindra Manulife Innovation Opportunities Fund
- HDFC Consumption Fund
- HDFC Housing Opportunities Fund
- HDFC Defence Fund
- SBI ESG Exclusionary Strategy Fund
- SBI Equity Minimum Variance Fund
- Invesco India PSU Equity Fund
- Invesco India ESG Integration Strategy Fund
- Motilal Oswal Business Cycle Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Aditya Birla Sun Life PSU Equity Fund
- Tata Business Cycle Fund
- Edelweiss Recently Listed IPO Fund
- DSP Business Cycle Fund
- LIC MF Manufacturing Fund
- Axis Quant Fund
- Axis Innovation Fund
- Baroda BNP Paribas Business Cycle Fund
- Quant ESG Integration Strategy Fund
- Quant Quantamental Fund
- Quant Business Cycle Fund
- Quant Commodities Fund
- SBI PSU Fund
- Bandhan Innovation Fund
- Nippon India Innovation Fund
- Aditya Birla Sun Life Quant Fund
- Shriram Multi Sector Rotation Fund
- HDFC Innovation Fund
- Axis Momentum Fund
- Motilal Oswal Active Momentum Fund
- ICICI Prudential Housing Opportunities Fund
- UTI-Transportation and Logistics Fund
- Axis Business Cycles Fund
- HSBC Business Cycles Fund
- Sundaram Multi-Factor Fund
- Quantum Ethical Fund
- ICICI Prudential PSU Equity Fund
- 360 ONE Quant Fund
- Mahindra Manulife Manufacturing Fund
- Taurus Ethical Fund
- Franklin India Opportunities Fund
- Baroda BNP Paribas Manufacturing Fund
- ICICI Prudential Business Cycle Fund
- Kotak ESG Exclusionary Strategy Fund
- WhiteOak Capital Special Opportunities Fund
- Nippon India Active Momentum Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- Quant Manufacturing Fund
- Aditya Birla Sun Life Business Cycle Fund
- Kotak Pioneer Fund
- Nippon India Quant Fund
- Quantum ESG Best In Class Strategy Fund
- Sundaram Business Cycle Fund
- ICICI Prudential Transportation and Logistics Fund
- HDFC Business Cycle Fund
- SBI Quality Fund
- Tata India Innovation Fund
- Motilal Oswal Manufacturing Fund
- Kotak Transportation & Logistics Fund
- HSBC India Export Opportunities Fund
- Kotak Rural Opportunities Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Baroda BNP Paribas Business Conglomerates Fund
- ICICI Prudential Quant Fund
- Bandhan Transportation and Logistics Fund
- ICICI Prudential Active Momentum Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Bandhan Multi-Factor Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Equity Minimum Variance Fund
- ICICI Prudential Rural Opportunities Fund
- Bandhan Business Cycle Fund
- Motilal Oswal Special Opportunities Fund
- Union Innovation & Opportunities Fund
- Bank of India Business Cycle Fund
- UTI Innovation Fund
- Motilal Oswal Innovation Opportunities Fund
- Union Business Cycle Fund
- WhiteOak Capital Quality Equity Fund
- ITI Business Cycle Fund
- Aditya Birla Sun Life Conglomerate Fund
- Edelweiss Business Cycle Fund
- Invesco India Manufacturing Fund
- The Wealth Company Ethical Fund
- ICICI Prudential Conglomerate Fund
- Kotak Active Momentum Fund
Tanvi Kacheria
Total assets under management
₹12.89L Crores
Date of incorporation
28 Oct 2024
JioBlackRock Sector Rotation Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the JioBlackRock Sector Rotation Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The JioBlackRock Sector Rotation Fund has an AUM of ₹142.82 Cr as on 6/8/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 16.14%. The risk is Very High against the category average of 56.65.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on JioBlackRock Sector Rotation Fund.
Ans. The expense ratio of JioBlackRock Sector Rotation Fund is 0.44%.