JioBlackRock Balanced Advantage Fund - Direct Growth
Hybrid • Hybrid-Balanced Advantage
All SeasonData DrivenRisk Management
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Direct - Growth
Open date
11 Sep 2026
Close date
25 Sep 2026
Riskometer
Very High Risk
Exit load
Nil
Fund overview
An open ended dynamic asset allocation fundinvesting in debt and equity instruments only. The fund seeks to adjust its allocation between asset classes based on market conditions using a systematic investment framework, while maintaining fund manager oversight. The investment approach combines dynamic asset allocation, systematic equity selection and fixed income investments. The portfolio is constructed using a disciplined, data-driven investment process designed to manage asset allocation across different market environments.

Benefits of the fund

Dynamic Asset Allocation: Seeks to adjust exposure across equity and debt based on a systematic evaluation of market conditions.
Diversified Portfolio Construction: Invests across equity and fixed income instruments within a single scheme.
Systematic Investment Framework: Follows a disciplined, data-driven investment process supported by fund manager oversight.
Professional Portfolio Management: Asset allocation and security selection decisions are managed by the investment team in line with the scheme's investment strategy.
Convenience of a Single Solution: Provides access to equity and debt through a single investment vehicle.

Who should invest

Investors seeking a single solution that invests across equity and debt instruments.
Investors looking for an investment approach that dynamically adjusts equity exposure based on market conditions.
Investors with a medium to long-term investment horizon who wish to participate in equity market opportunities while maintaining exposure to fixed income instruments.
Investors who prefer a rules-based investment process for asset allocation rather than making frequent allocation decisions themselves.
Key metrics
Base Expense Ratio
NA
Minimum SIP Amount
₹500
AUM
NA
Risk of Benchmark
High Risk

Available on all major platforms and other registered RIAs

Groww
Zerodha
Paytm Money
IND Money
Dhan
Kuvera
DISCLAIMER:

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.