Insufficient historyDirect · Growth
JioBlackRock Sector Rotation Fund
Jio BlackRock Mutual FundEquity Schemes - Thematic Fund0.6 years
- NAV
- 9.6465
- 15 Sept 2026
- 1Y
- n/a
- Trailing CAGR
- AUM
- ₹166.92 Cr
- 31 Aug 2026
- Volatility
- Medium
- 15.5% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI-2.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- -2.8%
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 54 days
- 2 recovered episodes
- Longest recovery
- 98 days
- Trough to prior peak
- Current spell
- 39 days
- Days below latest peak
- Time below peak
- +96%
- NAV observations
23 Feb 2026 – 6 Jul 2026
Trough 30 Mar 2026 · recovered in 98 days
-12.5%
3 Aug 2026 – open
Trough 11 Sept 2026 · not recovered
-3.7%
6 Jul 2026 – 3 Aug 2026
Trough 24 Jul 2026 · recovered in 10 days
-2.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
n/a
Vs category
n/a
Consistency
n/a
Risk-adjusted
3
Drawdown
69
Mean
n/a
Portfolio
31 Aug 2026 · 298 holdings · top 10 are 32.2%.
- Top 5
- 22.3%
- Top 10
- 32.2%
- Largest holding
- 6.2%
- Effective holdings
- 61.9
HDFC Bank Ltd
Financial
6.2%
ICICI Bank Ltd
Financial
5.9%
Reliance Industries Ltd
Energy & Utilities
4.5%
Bharti Airtel Ltd
Technology
3.2%
State Bank of India
Financial
2.5%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Insufficient history
Engine status
Insufficient history
History still thin for a status read
Why this status
No status reasons yet. History is still thin.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Mirae Asset Great Consumer Fund
Mirae Asset Mutual Fund
- 1Y
- -6.3%
- 3Y
- +10.0%
- Vol
- 14.5%
- Max DD
- -35.5%
- Sharpe
- 0.78
- 3Y win
- +70%
- Lower volatility
- Lower TER
Caveat: Deeper drawdown
Axis Consumption Fund
Axis Mutual Fund
- 1Y
- -8.2%
- 3Y
- n/a
- Vol
- 13.9%
- Max DD
- -20.1%
- Sharpe
- -0.66
- 3Y win
- n/a
- Lower volatility
Caveat: Deeper drawdown · Higher TER
Bandhan Multi-Factor Fund
Bandhan Mutual Fund
- 1Y
- -5.7%
- 3Y
- n/a
- Vol
- 13.0%
- Max DD
- -13.7%
- Sharpe
- -0.67
- 3Y win
- n/a
- Lower volatility
Caveat: Deeper drawdown
DSP Business Cycle Fund
DSP Mutual Fund
- 1Y
- 0.0%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
- -14.8%
- Sharpe
- -0.24
- 3Y win
- n/a
- Lower volatility
Caveat: Deeper drawdown · Higher TER
Mahindra Manulife Manufacturing Fund
Mahindra Manulife Mutual Fund
- 1Y
- +8.0%
- 3Y
- n/a
- Vol
- 15.0%
- Max DD
- -23.2%
- Sharpe
- -0.03
- 3Y win
- n/a
- Lower volatility
Caveat: Deeper drawdown