JioBlackRock Balanced Advantage Fund Regular Growth

Fund Overview

Fund Size

Expense Ratio

ISIN

INF22M001374

Minimum SIP

₹500

Exit Load

No Charges

Inception Date

01 Oct 2026

About this fund

This fund has been in existence for 12 days, having been launched on 01-Oct-26

JioBlackRock Balanced Advantage Fund Regular Growth has given a CAGR return of 0.01% since inception.
You can start investing in JioBlackRock Balanced Advantage Fund Regular Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

Since Inception

+0.01%

— (Cat Avg.)

Risk & Performance Ratios

Fund Managers

Vikrant Mehta

Since October 2026

Siddharth Deb

Since October 2026

Arun Ramachandran

Since October 2026

Sahil Chaudhary

Since October 2026

Tanvi Kacheria

Since October 2026

Virendra Kumar

Since October 2026

Additional Scheme Details

ISIN

INF22M001374

Expense Ratio

Exit Load

No Charges

Fund Size

Age

0 month

Lumpsum Minimum

₹500

Fund Status

Open Ended Investment Company

Benchmark

Nifty 50 Hybrid Comp Debt 50:50 TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Aggressive Allocation Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
JioBlackRock Balanced Advantage Fund Direct Growth Very High Risk	-	0.0%	-	-
JioBlackRock Balanced Advantage Fund Regular Growth Very High Risk	-	0.0%	-	-
ICICI Prudential Life Cycle Fund 2036 Direct Growth Very High Risk	-	3.0%	-	-
ICICI Prudential Life Cycle Fund 2041 Regular Growth Very High Risk	-	3.0%	-	-
ICICI Prudential Life Cycle Fund 2036 Regular Growth Very High Risk	-	3.0%	-	-
ICICI Prudential Life Cycle Fund 2041 Direct Growth Very High Risk	-	3.0%	-	-
WhiteOak Capital Aggressive Hybrid Fund Regular Growth Very High Risk	3.7%	0.0%	₹542.34 Cr	-
WhiteOak Capital Aggressive Hybrid Fund Direct Growth Very High Risk	1.9%	0.0%	₹542.34 Cr	-
HSBC Aggressive Hybrid Fund Direct Growth Very High Risk	0.9%	1.0%	₹5869.76 Cr	3.1%
LIC MF Aggressive Hybrid Fund Direct Growth Very High Risk	1.7%	1.0%	₹561.90 Cr	1.1%
HDFC Hybrid Equity Fund Direct Growth Very High Risk	1.1%	1.0%	₹22296.62 Cr	-7.9%
HDFC Hybrid Equity Fund Regular Growth Very High Risk	1.7%	1.0%	₹22296.62 Cr	-8.5%
SBI Equity Hybrid Fund Direct Growth Very High Risk	0.7%	1.0%	₹88667.52 Cr	-0.8%
Sundaram Aggressive Hybrid Fund Direct Growth High Risk	1.2%	1.0%	₹8793.32 Cr	-5.5%
Nippon India Equity Hybrid Fund Direct Growth Very High Risk	1.1%	1.0%	₹4072.36 Cr	-3.3%
JM Equity Hybrid Fund Direct Growth Very High Risk	1.2%	1.0%	₹699.77 Cr	-3.3%
HSBC Aggressive Hybrid Fund Regular Growth Very High Risk	1.9%	1.0%	₹5869.76 Cr	2.0%
Union Hybrid Equity Fund Regular Growth Very High Risk	2.8%	1.0%	₹776.78 Cr	-1.0%
Union Hybrid Equity Fund Direct Growth Very High Risk	1.7%	1.0%	₹776.78 Cr	0.1%
Bank of India Mid & Small Cap Equity & Debt Direct Growth Very High Risk	0.9%	1.0%	₹2050.58 Cr	13.5%
Bank of India Mid & Small Cap Equity & Debt Regular Growth Very High Risk	2.3%	1.0%	₹2050.58 Cr	11.9%
Mirae Asset Hybrid Equity Fund Regular Growth Very High Risk	1.9%	1.0%	₹9595.71 Cr	-1.4%
Mirae Asset Hybrid Equity Fund Direct Growth Very High Risk	0.6%	1.0%	₹9595.71 Cr	-0.1%
Kotak Equity Hybrid Fund Regular Growth Very High Risk	1.9%	1.0%	₹9334.58 Cr	-2.0%
Kotak Equity Hybrid Fund Direct Growth Very High Risk	0.6%	1.0%	₹9334.58 Cr	-0.8%
Invesco India Equity & Bond Fund Regular Growth High Risk	2.4%	1.0%	₹776.61 Cr	-9.4%
Invesco India Equity & Bond Fund Direct Growth High Risk	0.9%	1.0%	₹776.61 Cr	-8.0%
Axis Equity Hybrid Fund Regular Growth High Risk	2.2%	1.0%	₹1471.33 Cr	-3.3%
Axis Equity Hybrid Fund Direct Growth High Risk	1.2%	1.0%	₹1471.33 Cr	-2.2%
Navi Equity Hybrid Fund Direct Growth Very High Risk	0.7%	0.0%	₹118.14 Cr	6.9%
Navi Equity Hybrid Fund Regular Growth Very High Risk	2.6%	0.0%	₹118.14 Cr	4.9%
UTI Hybrid Equity Fund Direct Growth Very High Risk	1.3%	1.0%	₹6474.74 Cr	-4.5%
Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Growth Very High Risk	1.2%	1.0%	₹7209.57 Cr	-3.5%
ICICI Prudential Equity & Debt Fund Direct Growth Very High Risk	1.1%	1.0%	₹52454.21 Cr	-3.6%
Canara Robeco Equity Hybrid Fund Direct Growth Very High Risk	0.7%	1.0%	₹10831.15 Cr	-2.1%
Tata Hybrid Equity Fund Direct Growth Very High Risk	1.3%	0.0%	₹3982.56 Cr	-4.4%
Baroda BNP Paribas Aggressive Hybrid Fund Direct Growth Very High Risk	0.6%	1.0%	₹1259.49 Cr	-2.4%
Baroda BNP Paribas Aggressive Hybrid Fund Regular Growth Very High Risk	2.2%	1.0%	₹1259.49 Cr	-3.9%
DSP Equity & Bond Fund Direct Growth High Risk	0.8%	1.0%	₹11758.92 Cr	-6.0%
PGIM India Hybrid Equity Fund Direct Growth High Risk	1.1%	0.0%	₹204.05 Cr	-5.2%
Edelweiss Aggressive Hybrid Fund Direct Growth Very High Risk	0.7%	1.0%	₹3997.70 Cr	-1.1%
Quant Absolute Fund Direct Growth Very High Risk	1.4%	1.0%	₹2158.27 Cr	4.1%
Franklin India Equity Hybrid Fund Direct Growth Very High Risk	1.1%	1.0%	₹2364.53 Cr	-5.4%
Motilal Oswal Equity Hybrid Fund Direct Growth Very High Risk	0.9%	1.0%	₹417.89 Cr	18.4%
Motilal Oswal Equity Hybrid Fund Regular Growth Very High Risk	2.4%	1.0%	₹417.89 Cr	16.6%
Aditya Birla Sun Life Equity Hybrid '95 Fund Regular Growth Very High Risk	1.9%	1.0%	₹7209.57 Cr	-4.2%
LIC MF Aggressive Hybrid Fund Regular Growth Very High Risk	2.8%	1.0%	₹561.90 Cr	0.0%
Sundaram Aggressive Hybrid Fund Regular Growth High Risk	2.2%	1.0%	₹8793.32 Cr	-6.4%
JM Equity Hybrid Fund Regular Growth Very High Risk	2.7%	1.0%	₹699.77 Cr	-4.8%
Groww Aggressive Hybrid Fund Direct Growth Very High Risk	2.1%	1.0%	₹53.34 Cr	-5.3%

Risk Level

Your principal amount will be at Very High Risk

Take control of your wealth

Track and Analyse all your investments with Dezerv

Rated ★ 4.3+ on

Still got questions?
We're here to help.

What is the current NAV of JioBlackRock Balanced Advantage Fund Regular Growth?

The NAV of JioBlackRock Balanced Advantage Fund Regular Growth, as of 12-Oct-2026, is ₹10.00.

Who manages the JioBlackRock Balanced Advantage Fund Regular Growth?

The fund managers responsible for JioBlackRock Balanced Advantage Fund Regular Growth are:-

Vikrant Mehta
Siddharth Deb
Arun Ramachandran
Sahil Chaudhary
Tanvi Kacheria
Virendra Kumar

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

;

©2021-2026 Dezerv. All Rights Reserved

Dezerv Investments Pvt. Ltd. is a Portfolio Manager with SEBI Registration no. INP000007377, a member of BSE with SEBI Stock Broker Registration no. INZ000303136, and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.

Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.

JioBlackRock Balanced Advantage Fund Regular Growth

Fund Overview