JioBlackRock Mutual Fund files draft document with Sebi for income plus arbitrage omni FoF

By

Surbhi Khanna

, ET OnlineLast Updated: Sep 19, 2026, 12:46:00 PM IST

Synopsis

JioBlackRock Mutual Fund has filed draft documents with Sebi for an income plus arbitrage omni FoF, which will invest in debt-oriented and arbitrage funds. The open-ended scheme will offer regular and direct plans with growth options, a Rs 500 minimum investment and a benchmark combining debt and arbitrage indices.

JioBlackRock Mutual Fund has filed a draft document with Sebi for an income plus arbitrage omni FoF, an open-ended fund of funds scheme investing in units of active/passive debt-oriented funds and arbitrage funds.

According to the draft document filed with Sebi, the investment objective of JioBlackRock Income Plus Arbitrage Omni FOF will be to generate income by investing in active/passive debt-oriented funds and arbitrage funds.

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The performance of the fund will be benchmarked against 60% NIFTY Composite Debt Index + 40% Nifty 50 Arbitrage Index (TRI) and will be managed by Anand Shah, Haresh Mehta, Siddharth Deb, Arun Ramachandran.

The scheme shall offer two plans viz. regular plan and direct plan, each with a growth option only. The minimum application amount for lumpsum investment will be Rs 500 and any amount thereafter. The minimum investment amount for monthly SIP will be Rs 500 and in multiples of Re 1 thereafter with minimum six installments.

The fund will invest 95-100% in units of debt oriented schemes of the JioBlackRock Mutual Fund or other than the JioBlackRock Mutual Fund having similar objectives, strategy, asset allocation and other attributes; units of arbitrage scheme of JioBlackRock Mutual Fund or any other arbitrage fund other than JioBlackRock Mutual Fund, as found suitable by the fund manager.

JioBlackRock Income Plus Arbitrage Omni FOF will also invest 0-5% in debt and money market instruments.

The fund will be suitable for investors who are seeking income over short to medium term investment horizons and want investment in units of active/passive debt oriented funds and arbitrage funds.

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The principal invested in the fund will be at moderate risk according to the riskometer of the fund whereas the principal invested in its benchmark will be at low to moderate risk according to the riskometer of the benchmark.

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