Paytm Money partners with JioBlackRock to launch India’s first Systematic Active Equity Fund

• NFO for JioBlackRock Flexi Cap Fund to open on Paytm Money app from September 23 to October 7.
• India’s first equity scheme to adopt BlackRock’s Systematic Active Equity (SAE) model
• Investments start from ₹500 with zero commission on Paytm Money

Paytm Money, a wholly-owned subsidiary of One97 Communications Limited (OCL) and a wealth-tech platform that simplifies wealth management and equity investments through a technology-first approach, has announced the launch of India’s first Systematic Active Equity (SAE) fund to retail investors. In partnership with JioBlackRock, Paytm Money will offer subscriptions to the JioBlackRock Flexi Cap Fund, an equity scheme leveraging BlackRock’s SAE approach for the first time in India.

The New Fund Offer (NFO) will open on September 23, 2025, and close on October 7, 2025, and will be available exclusively on the Paytm Money app. Investors can begin with a minimum investment of just ₹500 through SIP or lump sum.

This launch marks a significant milestone in bringing equity strategies to retail investors in India. Developed by BlackRock, the SAE approach combines artificial intelligence, machine learning, and alternative data sources such as consumer transactions and search activity with the expertise of experienced fund managers. The investment process is further enhanced by BlackRock’s Aladdin®, a risk and investment management platform. These methods are used to analyze large and complex data sets to generate investment insights across nearly 1,000 Indian companies.

The JioBlackRock Flexi Cap Fund provides diversified exposure by investing across large, mid, and small-cap companies within a disciplined framework. The fund has an indicative Total Expense Ratio of 0.50% and carries no exit load, providing a cost-efficient structure for investors.

With Paytm Money’s zero-commission model and fully digital onboarding, investors have direct access to the scheme through their smartphones.

Paytm Money spokesperson said, “We have partnered with JioBlackRock to bring their flagship Flexi Cap SAE fund to retail investors in India. The entry point has been lowered to just ₹500, enabling every Indian investor to access strategies that were earlier available only to global institutions.”

JioBlackRock spokesperson said, “We are pleased to partner with Paytm Money to expand retail access to our Systematic Active Equity capabilities. For a digital first AMC, having a partner like Paytm Money with a wide distribution reach, we aim to offer a scalable, low-cost equity solution suited to India’s expanding market breadth.”

Paytm Money continues to strengthen its role as a leading wealth-tech platform, enabling investments in equities, mutual funds, F&O, SIPs, IPOs, NPS, and debt instruments. Through its technology-driven model, Paytm Money is extending retail participation in India’s capital markets.

JioBlackRock Unveils Five Index Funds via NFO, Advancing Digital Investment Access in India

• JioBlackRock AMC launches NFO for five Index Funds; expands portfolio of tailored investment options for Indian investors

Jio BlackRock Asset Management Private Limited (JioBlackRock Asset Management), a 50:50 JV between Jio Financial Services Limited (JFSL) and BlackRock, has announced the launch of its first suite of five Index Funds through a New Fund Offering (NFO). The NFO will commence on Tuesday, August 5, 2025, and close on Tuesday, August 12, 2025.

This marks a pivotal moment in the organisation’s mission to deliver diversification, cost efficiency, reliability, transparency, and digitally empowered investment solutions to Indian investors.

Sid Swaminathan, MD & CEO, JioBlackRock Asset Management says: “JioBlackRock aims to cater to the full range of investors at all stages of their investment journey. The NFO is an invitation to the people of India to experience our digital-first and data-driven customer proposition, in order to access the many benefits of index investing, leveraging BlackRock’s many decades of experience as a leading provider of Index Funds. To truly democratise access to investing in India, we are also launching a series of educational initiatives, with engaging content aimed at all types of investors, from those just starting out to experienced investors.”

Details of the new funds on offer are in the table below:

Name of the Fund	What It Offers
JIOBLACKROCK NIFTY 50 INDEX FUND	Exposure to India’s 50 largest and most traded companies by free float market capitalisation
JIOBLACKROCK NIFTY NEXT 50 INDEX FUND	Invest in the next wave of Large-cap leaders
JIOBLACKROCK NIFTY MIDCAP 150 INDEX FUND	Capture growth from India’s Mid-sized enterprises
JIOBLACKROCK NIFTY SMALLCAP 250 INDEX FUND	Tap into emerging small-cap innovators
JIOBLACKROCK NIFTY 8–13 YR G-SEC INDEX FUND	Add portfolio stability through long-term government bonds

These funds offer simple, affordable investment solutions to both first-time investors looking to build a well-balanced portfolio, as well as experienced investors looking to scale their existing portfolio.

Nation-wide access through leading digital platforms

JioBlackRock’s Index Funds are now live and investment-ready on the JioFinance app during the ongoing NFO). These funds will also be available across major digital finance platforms in India, including Groww, Zerodha, Paytm, INDmoney, Dhan, Kuvera along with other SEBI Registered Investment Advisors (RIAs). This expansive presence empowers investors with greater choice and reach.