Prism Hybrid Long-Short Fund Units -Regular Plan Growth · NSE:PSIFHLSRG.DF
Prism Hybrid Long-Short Fund Units -Regular Plan Growth — JioBlackRock Income Plus Arbitrage Omni FOF — Investor Presentation (October 2026)
16 slides from Prism Hybrid Long-Short Fund Units -Regular Plan Growth's investor presentation, Oct 5, 2026
Slide 1: Income Plus Arbitrage Omni FOF
JioBlackRock Income Plus Arbitrage Omni FOF (An open-ended fund of fund scheme investing in units of active/passive debt-oriented funds and arbitrage funds) Aims To Bring Stability And Tax Efficiency Together NFO Period | 5th Oct 2026 - 19th Oct 2026 Jio BlackRock Mutual Fund | SEBI Registration No.
Slide 2: Choosing between stability and tax efficiency
Choosing between stability and tax efficiency Investor is looking for Arbitrage fund ? o Steady, predictable income o Equity taxation advantage Investor’s o Relative portfolio stability dilemma o Low volatility by design o Active duration management o Market-neutral strategy So, you look for the alt
Slide 3: Why choose, when one fund can offer both?
Why choose, when one fund can offer both? Debt and Arbitrage serve different purposes in a portfolio. Income Plus Arbitrage Omni FOF brings them together and actively manages the balance between them as opportunities and risks evolve. Income Plus Arbitrage Arbitrage fund Debt-oriented funds Omni FOF
Slide 4: How Income Plus Arbitrage Omni FOF compares with other categories?
How Income Plus Arbitrage Omni FOF compares with other categories? Income Plus Arbitrage Omni FOF Arbitrage fund Debt funds Traditional investment Asset Allocation Debt funds (<65%) + arbitrage funds Arbitrage (>65%) + debt 100% Debt NA Low liquidity High liquidity High liquidity Liquidity n-ended,
Slide 5: JioBlackRock Income Plus Arbitrage Omni FOF
JioBlackRock Income Plus Arbitrage Omni FOF
Slide 6: Our fund selection framework: Dynamic, disciplined, monitored
Our fund selection framework: Dynamic, disciplined, monitored An actively managed portfolio of Debt-oriented and Arbitrage Funds, positioned to capture duration, credit and arbitrage spreads. Powered by Aladdin® Debt - oriented funds (Active / Passive) o Money Market Fund o Gilt fund Arbitrage Funds
Slide 7: Tax Efficiency
Tax Efficiency The returns you earn matter. The returns you keep matter even more. Debt oriented Corporate fixed Income Plus Arbitrage Particulars Mutual Funds deposit Omni FoF Taxation Amount invested 1,00,000 1,00,000 1,00,000 Holding period <= 24 months Holding period > 24 months Holding period 2
Slide 8: Tax efficiency by structure
Tax efficiency by structure o Markets change often, so investors have to keep monitoring them. Each switch between funds can also trigger tax at their income-tax slab rate. o JioBlackRock Income Plus Arbitrage Omni FOF leaves these shifts to the fund manager. Investors pay tax only when they redeem,
Slide 9: Why invest in JioBlackRock Income Plus Arbitrage Omni FOF?
Why invest in JioBlackRock Income Plus Arbitrage Omni FOF? Diversified exposure Potential Post-Tax Advantage Aladdin® Powered expertise Diversified debt and arbitrage exposure Enjoy LTCG rate of 12.5% after 24 months holding BlackRock's global platform augments in a single scheme period vs slab rate
Slide 10: 2 years rolling returns analysis: Pre tax vs post tax
2 years rolling returns analysis : Pre tax vs post tax Average 2 years rolling return Pre tax 7.18% (Period: 1st Jan 2015- 28th Sept 2026) 6.50% Post tax 5.49% 5.71% 5.08% 4.82% Nifty Composite Debt Index Nifty 50 Arbitrage Index Income Plus Arbitrage Strategy (60:40) Table 1: Pre-tax 2Y rolling ret
Slide 11: Our View on Debt
Our View on Debt Navigating a Rising Risk-Free Rate Regime Global Backdrop Key Watch: How RBI Sterilizes FCNR Liquidity • Higher risk-free rates now look structural, not cyclical; the West Asia conflict is increasingly Transient vs durable liquidity withdrawal seen as a lasting inflationary force •
Slide 12: Who should invest?
Who should invest? Designed for investors seeking a smarter short to medium term allocation Higher tax-bracket investors Medium-term investors Conservative investors Investors diversifying looking for better post tax (2-3+ years) seeking stability with growth beyond pure debt or equity yield potenti
Slide 13: Market experts managing your money
Market experts managing your money Why does this matter to you? Empowering local investors with global expertise, process and tools to manage your money. Sid Swaminathan Rishi Kohli Amit Bhosale MD & CEO Chief Investment Officer Chief Risk Officer 20 years of experience 24 years of experience 25 yea
Slide 14: JioBlackRock Income Plus Arbitrage Omni FOF
JioBlackRock Income Plus Arbitrage Omni FOF Type of Scheme An open-ended fund of fund scheme investing in units of active/passive debt-oriented funds and arbitrage funds Investment The investment objective of the Scheme is to generate income by investing in active/passive debt-oriented funds and arb
Slide 15: Risk-o-Meter & other details
Risk-o-Meter & other details Fund Benchmark Scheme Name This product is suitable for investors who are seeking* (As per AMFI Tier I Benchmark) JioBlackRock Income Plus Arbitrage Omni FOF • Income over short to medium term investment horizon 60% Nifty Composite Debt Index + • Investment in units of a
Slide 16: Disclaimer
Disclaimer This document is for informational purposes only and does not constitute investment advice or constitute an offer or solicitation to sell or buy any securities. This document is for intended recipients only. The views expressed herein are based on internal data, publicly available informa
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