JioBlackRock Balanced Advantage Fund - Regular (G)

The investment objective of the Scheme is to generate long term capital appreciation with income generation by investing in a dynamically managed portfolio of equity and debt instruments. This objective is pursued through an active investment strategy that employs a systematic approach to asset allocation between equities and fixed income, and to security selection for equity portfolio construction. The systematic investment approach integrates the expertise of the Fund Managers and their research insights with signal research scores provided by entities of BlackRock group. These signal research scores are derived using big data (which includes traditional data and alternative data), and leverages machine learning, a form of artificial intelligence and advanced data analytics, which are constantly being improved. Signals are selected based on their economic rationale and demonstrated statistical relevance.  Global Risk Sentiment - Measures of risk sentiment of global financial markets derived from various insights and sources. Examples include signals related to text-based data, investor behaviour, positioning or sentiment and macroeconomic cycles or aggregate fundamentals.  Local Risk Sentiment - Measures of local risk sentiment derived from various insights and sources.  Macroeconomic - Examples include indicators based on macroeconomic data such as GDP growth rates, inflation, employment data, and central bank policy decisions.  Technical Indicators - These indicators are systematic insights to capture patterns and trends in financial markets. They help gauge the underlying strength, direction, or potential turning points in asset prices by processing historical market data such as price movements, trade volumes, or volatility. These indicators provide objective measures that support decision-making regarding risk appetite, helping to identify periods that may favour either risk-on or risk-off strategies.  Valuations - These may include indicators assessing asset prices relative to historical averages or across a cross-section of asset classes using fundamental metrics such as price-to-earnings ratios and other metrics. Elevated valuations might prompt caution and risk-off positioning, whereas attractive or discounted valuations could encourage risk-on sentiment as investors seek opportunities. Other relevant categories may also be considered. These groupings are indicative and may evolve over a period of time. The insights from these diverse signals are consolidated into a composite research score at security, issuer or asset class level. This score is then utilized in the portfolio construction process, alongside other qualitative and quantitative inputs from the investment team, to build a robust and dynamically managed portfolio.