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JioBlackRock Nifty Next 50 Index Fund - Direct Plan - Growth Option

Jio BlackRock · Scheme 153789

11.10 0.22%NAV · 2026-09-18
67
Decent FundScore
Start SIP
AUM
₹223 cr
Expense ratio
0.37%
3Y CAGR
Risk level
High
Min SIP
₹500
Benchmark
Underlying index
Fund manager: Haresh MehtaExit load: Nil
Decent · 67/100

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 — 0.37% 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 0.33) — 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: 0.33
  • Sortino ratio: 0.44

FundScore breakdown

67/100 · Decent
How it works →
50
Returns
Average
50
Consistency
Average
21
Risk-adjusted
Weak
94
Downside protection
Excellent
84
Cost efficiency
Excellent
50
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.