JioBlackRock Mutual Fund Launches JioBlackRock Balanced Advantage Fund
Mumbai, September 8th, 2026: JioBlackRock Asset Management Private Limited (JioBlackRock AMC) today announced the launch of the JioBlackRock Balanced Advantage Fund, an open-ended dynamic asset allocation fund that seeks to generate long-term capital appreciation with income generation by investing in a dynamically managed portfolio of equity and debt instruments. The New Fund Offer (NFO) opens on September 11, 2026 and closes on September 25, 2026.
The fund is designed to address one of the most persistent challenges faced by investors: determining when to increase market exposure and when to become more cautious. By dynamically managing allocations between equity and debt and employing a disciplined, data-driven investment approach, the fund seeks to help investors participate in long-term market opportunities while navigating changing market conditions.
The scheme combines three key investment capabilities: a dynamic asset allocation framework that adjusts exposures based on multiple market indicators, a systematic equity portfolio construction process, and a disciplined fixed income strategy. The fund may also use derivatives, as permitted under applicable regulations and the Scheme Information Document, to manage market exposure and maintain equity-oriented taxation.
Sid Swaminathan, Managing Director & Chief Executive Officer, JioBlackRock AMC, said:
“The launch of the JioBlackRock Balanced Advantage Fund reflects our commitment to bringing innovative, technology-enabled investment solutions to investors. For many investors, the biggest challenge is not choosing where to invest, but deciding when to invest, when to stay invested and how to navigate periods of market uncertainty. As markets move through cycles, they often test both conviction and discipline. This fund is designed to help simplify that journey through a dynamic, data-driven approach that adjusts to changing market conditions.”
Rishi Kohli, Chief Investment Officer, JioBlackRock AMC, said:
“Markets rarely move in straight lines. A dynamic asset allocation strategy seeks to adapt to market conditions by adjusting adjusting exposures across equity and debt combined with systematic active stock selection. The JioBlackRock Balanced Advantage Fund seeks to leverage diversified research inputs, systematic portfolio construction and risk management capabilities to build a portfolio that can evolve with changing market environments.”
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Name of the Scheme |
What it Offers |
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JioBlackRock Balance Advantage Fund |
The investment objective of the Scheme is to generate long-term capital appreciation with income generation by investing in a dynamically managed portfolio of equity and debt instruments. There is no assurance that the investment objective of the Scheme will be achieved. |
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Benchmark |
Nifty 50 Hybrid Composite Debt 50:50 Index (TRI) |
The fund will be available under both Direct and Regular plans, with Growth option, and will support lump sum investments, SIPs, STPs and SWPs on an ongoing basis. SIP facility will be available during NFO period and on an On-going basis.
Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.