JioBlackRock AMC launches fund with dynamic equity-debt allocation

JioBlackRock Asset Management has announced the launch of the JioBlackRock Balanced Advantage Fund, an open-ended dynamic asset allocation scheme that will invest across equity and debt instruments.

The New Fund Offer (NFO) will open on September 11 and close on September 25, 2026.

The scheme aims to generate long-term capital appreciation along with income by dynamically managing its allocation between equity and debt. The fund will use multiple market indicators to adjust its asset allocation, according to the fund house.

The scheme will also follow a systematic approach to equity portfolio construction and a fixed-income investment strategy. It may use derivatives, subject to applicable regulations and the scheme’s offer document.

The fund will be benchmarked against the Nifty 50 Hybrid Composite Debt 50:50 Index (TRI) and will be available under both Direct and Regular plans with a Growth option.

Investors will be able to make lump-sum investments and use facilities such as systematic investment plans (SIPs), systematic transfer plans (STPs) and systematic withdrawal plans (SWPs). The SIP facility will also be available during the NFO period.

The scheme will be managed with the objective of adjusting equity and debt exposure according to changing market conditions. However, as with other mutual fund schemes, there is no assurance that the investment objective will be achieved.