JioBlackRock Sector Rotation Fund- Regular Plan - Growth Option
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Cost-efficient: expense ratio of 2.22% is lower than category median (2.52%).
- Solid MFIQ Score of 8.7/10 reflects sound fundamentals and risk management.
- Limited historical track record under 3 years; long-term cycle performance is still evolving.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +8.79% | +6.32% | +2.47% |
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +2.01% | +4.03% | -2.02% |
Risk Profile & Deepest Drawdowns
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and Equity-related Instruments following sector rotation theme - 80% to 100% Other Equity and Equity-related Instruments - 0% to20% Money Market instruments, other Liquid Instruments and units of Mutual Fund- 0% to 20% Units of Gold and Silver ETFs : 0% to 20% Units of InvITs- 0% to 10% | Per Scheme Mandate |
Investment Objective & Strategy
The investment objective of the Scheme is to generate long term capital appreciation by investing in equity and equity related instruments following sector rotation theme. There is no assurance that the investment objective of the Scheme will be achieved.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 181 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as small relative to Sectoral / Thematic schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Sectoral / Thematic Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| SBI HEALTHCARE OPPORTUNITIES FUND | 7.2 | +23.97% | 1.98% | 43.4% | Rs 6,504 cr | Compare → |
| UTI Healthcare Fund | 7.0 | +22.74% | 2.20% | 57.0% | Rs 1,536 cr | Compare → |
| Mirae Asset Healthcare Fund | 7.9 | +22.67% | - | 45.7% | Rs 3,828 cr | Compare → |
| Nippon India Taiwan Equity fund | 7.2 | +45.47% | 2.39% | -77.2% | Rs 806 cr | Compare → |
| DSP Healthcare Fund | 8.0 | +20.31% | 2.04% | 53.2% | Rs 3,946 cr | Compare → |
Frequently Asked Questions about JioBlackRock Sector Rotation Fund
What is the expense ratio of JioBlackRock Sector Rotation Fund?
JioBlackRock Sector Rotation Fund has a total expense ratio (TER) of 2.22% with a base expense ratio of 1.61%, compared to the Sectoral / Thematic category median of 2.52%.
Who manages JioBlackRock Sector Rotation Fund?
JioBlackRock Sector Rotation Fund is managed by Sahil Chaudhary.
What are the historical returns of JioBlackRock Sector Rotation Fund?
JioBlackRock Sector Rotation Fund has a 1-year return of -.
How large is JioBlackRock Sector Rotation Fund?
JioBlackRock Sector Rotation Fund manages assets of Rs 181 cr, placing it in the 'small' size band relative to Sectoral / Thematic peers.
How is JioBlackRock Sector Rotation Fund scored on MFIQ?
JioBlackRock Sector Rotation Fund holds an MFIQ Score of 8.7/10 (Strong), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is JioBlackRock Sector Rotation Fund?
JioBlackRock Sector Rotation Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is - with a maximum historical drawdown of -8.95%.