No Result
View All Result
SUBMIT YOUR ARTICLES
  • Login
Saturday, October 25, 2025
TheAdviserMagazine.com
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
No Result
View All Result
TheAdviserMagazine.com
No Result
View All Result
Home Market Research Business

SIPs for first-timers, lumpsums for veterans in JioBlackRock Flexi Cap Fund: Rishi Kohli

by TheAdviserMagazine
3 weeks ago
in Business
Reading Time: 3 mins read
A A
SIPs for first-timers, lumpsums for veterans in JioBlackRock Flexi Cap Fund: Rishi Kohli
Share on FacebookShare on TwitterShare on LInkedIn


Amid current economic indicators and shifting geopolitical dynamics, Rishi Kohli, CIO of JioBlackRock Mutual Fund, recommends that first time investors may go for SIPs in the JioBlackRock Flexi Cap Fund whereas seasoned investors who understand the market cycles better may go for lumpsum investment in the fund.

The CIO in an exclusive webinar said that, ““Based on current signals and geopolitical scenarios, new investors can begin with SIPs, while seasoned investors can consider lump sums – since our aim is to manage risk and volatility while targeting alpha.” – Rishi Kohli, CIO JioBlackRock Asset Management Private Limited.”

Also Read | How JioBlackRock Mutual Fund is using AI to generate alpha in its new flexicap fundThe JioBlackRock Flexi Cap Fund is now open for subscription and will close on October 7. The fund will reopen for continuous sale and repurchase within five business days of allotment date.

According to Rishi Kohli, this is India’s first active equity fund powered by Systematic Active Equity (SAE) and this SAE approach helps the fund house decide which news, article, or signal to pick and link to investments – aiming at investors’ benefit.

Live Events

He further highlighted that the fund doesn’t just focus on alpha but the risk and cost are also built into the process.““Our traditional plus alternative data approach helps us react faster. Aladdin, Blackrock’s end-to-end integrated platform, supports us in managing the fund at scale, with cost efficiencies,” Kohli said in the webinar.

“Aladdin, Blackrock’s end-to-end integrated platform, supports us in managing the fund at scale, with cost efficiencies” – Rishi Kohli, CIO JioBlackRock Asset Management Private Limited

Hear the full podcast for more insights: https://t.co/1VkpdZDDMO

— JioBlackRock Mutual Fund (@JioBlackRockmf) September 30, 2025

The flexi cap fund is following an active investment strategy which adopts a systematic approach to stock selection and portfolio construction. The approach allows the fund managers to respond proactively to changing market conditions and emerging opportunities.

The investible universe of the scheme is defined by the fund managers based on inputs from the investment team to limit investments into stocks of issuers based on their track record pertaining to governance, debt servicing, regulatory compliance or market perceptions and such other parameters.

The portfolio construction process is powered by BlackRock’s technology platform – Aladdin, which has been licensed to JioBlackRock AMC. This process is augmented by an optimization process which leverages the composite research score along with other inputs from the investment team such as risk constraints, transaction cost, market liquidity, sector constraints and such other inputs.

JioBlackRock Flexi Cap Fund is an open-ended dynamic equity scheme investing across large cap, mid cap, small cap stocks. The investment objective of the Scheme is to generate long term capital appreciation by investing in equity and equity related instruments across market capitalization.

Also Read | Jio BlackRock Mutual Fund launches first active equity fund. Should you invest?

This flexi cap fund from JioBlackRock Mutual Fund will allocate 65-100% in equity and equity-related instruments of large cap, mid cap and small cap companies, 0-35% in debt and money market instruments, and 0-10% in units of REITS and InvITs.

The fund will be benchmarked against Nifty 500 Index (TRI) and will be managed by Tanvi Kacheria and Sahil Chaudhary. Maximum Total expenses ratio (TER) permissible under Regulation 52 (6) (c) is upto 2.25%, according to the scheme information document (SID).

Add ET Logo as a Reliable and Trusted News Source



Source link

Tags: capFirstTimersFlexifundJioBlackRockKohlilumpsumsrishiSIPsVeterans
ShareTweetShare
Previous Post

CAG Earnings: Key quarterly highlights from Conagra Brands’ Q1 2026 financial results

Next Post

How AI and Data Speed Up and Scale B2B Resale

Related Posts

edit post
LendingClub, ABTC surge, Bitfarms, FHI slide: financials wrap

LendingClub, ABTC surge, Bitfarms, FHI slide: financials wrap

by TheAdviserMagazine
October 25, 2025
0

Oct. 25, 2025 10:10 AM ETIBN, FHI, SFBS, LC, ENVA, KNSL, BTC-USD, BITF, UPST, CRCL, ABTCBy: Max Gottlich, SA News...

edit post
Insiders Are Scooping Up Shares of a Miner, a Driller, and a Biotech

Insiders Are Scooping Up Shares of a Miner, a Driller, and a Biotech

by TheAdviserMagazine
October 25, 2025
0

Denys Yelmanov / iStock via Getty Images While insider buying is typically slower when markets are near all-time highs and...

edit post
I helped design rocket engines for NASA’s space shuttles. Here’s why businesses need AI as trustworthy as aerospace tech

I helped design rocket engines for NASA’s space shuttles. Here’s why businesses need AI as trustworthy as aerospace tech

by TheAdviserMagazine
October 25, 2025
0

When I was an aerospace engineer working on the NASA Space Shuttle Program, trust was mission-critical. Every bolt, every line...

edit post
Bharat Rasayan board okays stock split, issue of bonus shares

Bharat Rasayan board okays stock split, issue of bonus shares

by TheAdviserMagazine
October 25, 2025
0

Agro-chemical firm Bharat Rasayan's board has approved the sub-division of its equity shares and issue of bonus shares in a...

edit post
Meet the billionaire couple who not only signed The Giving Pledge but actually delivered—donating nearly half their fortune while still alive

Meet the billionaire couple who not only signed The Giving Pledge but actually delivered—donating nearly half their fortune while still alive

by TheAdviserMagazine
October 25, 2025
0

The Giving Pledge was designed to hold the world’s richest people accountable for donating at least half their fortunes in...

edit post
A click lower, a tick higher

A click lower, a tick higher

by TheAdviserMagazine
October 25, 2025
0

Mortgage rates are wavering slightly today. According to Zillow, the average 30-year fixed mortgage rate has edged down four basis...

Next Post
edit post
How AI and Data Speed Up and Scale B2B Resale

How AI and Data Speed Up and Scale B2B Resale

edit post
Private payrolls declined in September by 32,000 in key ADP report coming amid shutdown data blackout

Private payrolls declined in September by 32,000 in key ADP report coming amid shutdown data blackout

  • Trending
  • Comments
  • Latest
edit post
77-year-old popular furniture retailer closes store locations

77-year-old popular furniture retailer closes store locations

October 18, 2025
edit post
Pennsylvania House of Representatives Rejects Update to Child Custody Laws

Pennsylvania House of Representatives Rejects Update to Child Custody Laws

October 7, 2025
edit post
What to Do When a Loved One Dies in North Carolina

What to Do When a Loved One Dies in North Carolina

October 8, 2025
edit post
Probate vs. Non-Probate Assets: What’s the Difference?

Probate vs. Non-Probate Assets: What’s the Difference?

October 17, 2025
edit post
California Attorney Pleads Guilty For Role In 2M Ponzi Scheme

California Attorney Pleads Guilty For Role In $912M Ponzi Scheme

October 15, 2025
edit post
Baby Boomers Are Flocking to This Florida Town — but Not for the Weather

Baby Boomers Are Flocking to This Florida Town — but Not for the Weather

October 9, 2025
edit post
LendingClub, ABTC surge, Bitfarms, FHI slide: financials wrap

LendingClub, ABTC surge, Bitfarms, FHI slide: financials wrap

0
edit post
I helped design rocket engines for NASA’s space shuttles. Here’s why businesses need AI as trustworthy as aerospace tech

I helped design rocket engines for NASA’s space shuttles. Here’s why businesses need AI as trustworthy as aerospace tech

0
edit post
A Brief History of the Enduring American Embargo against Cuba

A Brief History of the Enduring American Embargo against Cuba

0
edit post
Starboard aims to unlock the value of Fluor’s investment in nuclear tech company NuScale

Starboard aims to unlock the value of Fluor’s investment in nuclear tech company NuScale

0
edit post
UK crypto investors face crackdown on unreported gains 

UK crypto investors face crackdown on unreported gains 

0
edit post
Arizona Heat, Bigger Bills: 7 Utility Hacks That Actually Cut Costs for Fixed-Income Retirees

Arizona Heat, Bigger Bills: 7 Utility Hacks That Actually Cut Costs for Fixed-Income Retirees

0
edit post
A Brief History of the Enduring American Embargo against Cuba

A Brief History of the Enduring American Embargo against Cuba

October 25, 2025
edit post
LendingClub, ABTC surge, Bitfarms, FHI slide: financials wrap

LendingClub, ABTC surge, Bitfarms, FHI slide: financials wrap

October 25, 2025
edit post
Hotstocks KW 43 / 2025 – Solaraktien für mehr Sonne im Depot!

Hotstocks KW 43 / 2025 – Solaraktien für mehr Sonne im Depot!

October 25, 2025
edit post
Insiders Are Scooping Up Shares of a Miner, a Driller, and a Biotech

Insiders Are Scooping Up Shares of a Miner, a Driller, and a Biotech

October 25, 2025
edit post
UK crypto investors face crackdown on unreported gains 

UK crypto investors face crackdown on unreported gains 

October 25, 2025
edit post
I helped design rocket engines for NASA’s space shuttles. Here’s why businesses need AI as trustworthy as aerospace tech

I helped design rocket engines for NASA’s space shuttles. Here’s why businesses need AI as trustworthy as aerospace tech

October 25, 2025
The Adviser Magazine

The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.

CATEGORIES

  • 401k Plans
  • Business
  • College
  • Cryptocurrency
  • Economy
  • Estate Plans
  • Financial Planning
  • Investing
  • IRS & Taxes
  • Legal
  • Market Analysis
  • Markets
  • Medicare
  • Money
  • Personal Finance
  • Social Security
  • Startups
  • Stock Market
  • Trading

LATEST UPDATES

  • A Brief History of the Enduring American Embargo against Cuba
  • LendingClub, ABTC surge, Bitfarms, FHI slide: financials wrap
  • Hotstocks KW 43 / 2025 – Solaraktien für mehr Sonne im Depot!
  • Our Great Privacy Policy
  • Terms of Use, Legal Notices & Disclosures
  • Contact us
  • About Us

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.

Welcome Back!

Login to your account below

Forgotten Password?

Retrieve your password

Please enter your username or email address to reset your password.

Log In
No Result
View All Result
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.