OtherEquity FundsDirect · Growth
JioBlackRock Nifty Midcap 150 Index Fund - Direct Plan - Growth Option
Jio BlackRock · Scheme 153788
₹11.02▼ 0.38%NAV · 2026-09-18
Decent FundScore
AUM
₹285 cr
Expense ratio
0.34%
3Y CAGR
—
Risk level
High
Min SIP
₹500
Benchmark
Underlying index
Fund manager: Haresh MehtaExit load: Nil
Decent · 66/100
A solid option with a few areas worth a closer look.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 14%.
- ✓Low cost — 0.34% expense ratio means more of the return stays with you.
- ✓Max drawdown: -14%
- ✓Direct plan: no distributor commission
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.25) — took on risk without enough payoff.
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •Sharpe ratio: 0.25
- •Sortino ratio: 0.34
FundScore breakdown
66/100 · Decent
Returns
Average
Consistency
Average
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.