By leveraging BlackRock’s SAE approach, the fund seeks to identify opportunities by dynamically rotating exposure among sectors

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Mumbai : Jio BlackRock Asset Management Private Limited (JioBlackRock Asset Management / The AMC a 50:50 joint venture between Jio Financial Services Limited (“JFSL”) [BSE, NSE: JIOFIN] and BlackRock Inc. [NYSE: BLK], announced today the launch of its latest equity offering: the JioBlackRock Sector Rotation Fund, powered by BlackRock’s Systematic Active Equities (SAE) approach.      

The JioBlackRock Sector Rotation Fund is designed to complement core equity allocations such as a flexicap strategy, by focusing on harnessing sector alpha rather than stock alpha, offering investors an additional lever to navigate changing market cycles. While flexicap funds are bottom-up, focusing on stock selection across market capitalisations, the JioBlackRock Sector Rotation Fund  systematically adjusts sector exposures dynamically as economic and market conditions evolve thereby focusing on a top-down sector-driven approach. Used together, the two funds can enhance diversification, improve risk-adjusted outcomes, and can help smooth portfolio returns over time—making the JioBlackRock Sector Rotation Fund a suitable incremental allocation for investors seeking to strengthen, rather than replace, their existing equity investments.

How is the JioBlackRock Sector Rotation Fund different?

Risk-controlled, benchmark-aware investing

Unlike traditional sector funds that usually rely on concentrated calls, the approach is to follow a risk-controlled, benchmark-aware systematic approach—seeking to outperform the Nifty 500 Index through active overweight/underweight positions across a diversified group of sectors thereby focusing on sector-driven alpha.

Systematic, data-led decision-making

The fund is powered by quantitative data and AI-driven analysis to evaluate sector opportunities in the Indian equity market. This systematic framework reduces reliance on subjective judgment and enables repeatable investment decisions based on market, macro, and earnings signals.

Built-in diversification across sectors and market caps

The portfolio is constructed to remain broadly diversified across sectors and market capitalisations, avoiding over-dependence on any single theme or cycle. This diversification enhances portfolio resilience and allows the fund to participate dynamically in shifting sector leadership over time.

The New Fund Offer (NFO) will commence from Tuesday, January 27, 2026, and will close on Monday, February 9,2026.

The JioBlackRock Sector Rotation Fund will be powered by BlackRock’s SAE approach that uses big data, advanced analytics, and human expertise with an aim to deliver differentiated investment outcomes. By applying AI and cutting-edge technology, the fund aims to transform traditional and alternative data — ranging from social media conversations to jobs data — into investable insights for the benefit of the Indian investors.  

Rishi Kohli, Chief Investment Officer, JioBlackRock Asset Management said:  “Over the last decade, sector leadership has kept changing, often in ways that are hard to anticipate. With constant shifts in consumption, technological disruption, geo-politics as well as global supply chains, The JioBlackRock Sector Rotation Fund will allow investors to participate in these changes by dynamically changing sector weightages in the portfolio as leadership moves from one sector to another.”