JioBlackRock Balanced Advantage Fund Regular-Growth

Fund Card download factsheet

Value Research Rating

Unrated

Riskometer fund-quick-summary-circle

Very High

Value Research Opinion

New Fund

Too early to evaluate.

Returns

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Calculate SIP Returns of JioBlackRock Balanced Advantage Fund Regular-Growth

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has Very High risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of JioBlackRock Balanced Advantage Fund Regular-Growth

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Other details of JioBlackRock Balanced Advantage Fund Regular-Growth

Assets

info

₹-- Cr

Exit Load (Days)

info

--

Min. Investment (₹)

500

Min. Withdrawal (₹)

1

Min. SIP Investment (₹)

500

Min. No of Cheques

6

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About JioBlackRock Balanced Advantage Fund Regular-Growth

JioBlackRock Balanced Advantage Fund Regular-Growth is a hybrid mutual fund scheme of JioBlackRock Mutual Fund. Launched on October 01, 2026, it is currently managed by Vikrant Mehta, Siddharth Deb, Arun Ramachandran, Tanvi Kacheria, Sahil Chaudhary and Virendra Kumar. The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹-- Cr.

JioBlackRock Balanced Advantage Fund - Regular Plan invests in a mix of equity and fixed-income securities. The proportion of the two is dynamically managed and may keep varying depending on the market outlook of the fund manager. The fund allows minimum lumpsum investment of ₹500 and minimum SIP of ₹500.

Suitability

Dynamic Asset Allocation funds are suitable for investors:

  • Looking to invest in a portfolio of equity and debt for moderate returns
  • Who prefer to let fund manager decide how much to invest in equity and in debt
  • Aiming for long-term wealth creation
  • With a 5+ year investment horizon
  • Who are new/unfamiliar with market's ups and downs

Note:

  • Invest only through SIP
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FAQ for JioBlackRock Balanced Advantage Fund Regular-Growth

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of JioBlackRock Balanced Advantage Fund Regular-Growth through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, JioBlackRock Balanced Advantage Fund Regular-Growth can be bought from the JioBlackRock Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

Over the past five years, JioBlackRock Balanced Advantage Fund Regular-Growth has delivered an annualised return of % as of 17-Sep-2026.

The minimum investment required to start investing in JioBlackRock Balanced Advantage Fund Regular-Growth is ₹500 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.