Prism Hybrid Long-Short Fund Units -Regular Plan Growth · NSE:PSIFHLSRG.DF
Prism Hybrid Long-Short Fund Units -Regular Plan Growth — JioBlackRock Asset Management Private — Investor Presentation (October 2025)
22 slides from Prism Hybrid Long-Short Fund Units -Regular Plan Growth's investor presentation, Oct 17, 2025
Slide 1: Powered by AI. Managed by experts.
Powered by AI. Managed by experts. JioBlackRock Flexi Cap Fund Jio BlackRock Asset Management Private Limited (JioBlackRock AMC) Updated on 17th Oct 2025
Slide 2: Capabilities of the world's largest asset manager and India's strongest brand
We bring together the capabilities of the world’s largest asset manager1 and India’s strongest brand2 Jio Financial Services3 BlackRock3 Spun-off from Reliance Industries Ltd to $12.5T in AUM6 globally across asset classes digitize financial services and to democratize and geographies. financial acc
Slide 3: Cutting through the noise – a smarter way to invest
Cutting through the noise – a smarter way to invest. JioBlackRock Flexi Cap Fund Powered by Systematic Active Equity* (SAE) approach. Investing, evolved. *The systematic approach involves utilizing inputs from the Fund Managers and signal research scores shared by BlackRock Inc. Such signal research
Slide 4: So, what is Systematic Active Equity (SAE)?
So, what is Systematic Active Equity (SAE)? A technology-driven* investment approach that combines human expertise with a data-driven model to build a portfolio. Why does this matter to you? Aims to measure data quickly and Human Machine accurately, using real-time information to turn AI and machine
Slide 5: Challenges in today's equity investing approach and how we aim to address them
Challenges in today’s equity investing approach and how we aim to address them. 5
Slide 6: Raw data & information overload
Data is everywhere, but insights requires skill and technology Financial statements The problem isn’t lack of information – it’s too much, too fast Raw data & information overload News & media Gaps Multiple data streams like market, news, sentiment, Actionable insights macros can overwhelm analysis
Slide 7: Traditional data sees only part of the picture
Traditional data sees only part of the picture Today’s world has an increasingly large number of usable data sources Modern approach Financial services Blogs Satellite data Traditional Quarterly reports data Alternativ Job postings Social media content e data Earnings call E-commerce data Internet.
Slide 8: More opportunities, less coverage
More opportunities, less coverage The number of listed companies in India have grown in the last decade: it is harder for manual researcher to keep pace. Average daily turnover of listed companies Number of stocks in Nifty 500 under analyst coverage 500 Number of Stocks with Avg Daily Volume Greater
Slide 9: Behavioural biases can cloud judgement
Behavioural biases can cloud judgement Decision-making is often swayed by confirmation bias, overconfidence, or recent events. This can lead to inconsistency in portfolio positions. Period Value Quality Growth Momentum Low volatility 31-12-2015 -16.27% 9.07% 11.40% 17.92% 18.16% 31-12-2016 23.68% 7.
Slide 10: Why JioBlackRock Flexi Cap Fund?
Why JioBlackRock Flexi Cap Fund? Investment expertise, Why Flexi Cap now? Delivered at a relatively low enhanced by technology price Increased variability in returns observed Our endeavor is to leverage our Combines human insight and the power of across large-cap, mid-cap, and small-cap technology a
Slide 11: Leveraging Aladdin, BlackRock's technology platform
We will leverage Aladdin® 4, BlackRock’s technology platform that unifies the end-to-end investment management process Why does this matter to you? Provides a common data language to enable scale, provide insights, and support sustainable business ~1,100 growth. Clients using Aladdin® & eFront® tech
Slide 12: Stock selection, from universe to portfolio
Stock selection, from universe to portfolio Reduced to ~750 SAE Signal Nifty 500 TRI lens for Universe stocks based on sector / market-cap Systematic, liquidity, turnover, rules-based scoring Corporate definition and execution representation and allocated to each governance active risk framing. feas
Slide 13: Indian equities are ready for a systematic, technology-led approach
Indian equities are ready for a systematic, technology-led approach to investing 1 2 3 4 Indian equities market Expanding stocks breadth Trading value and liquidity Diversification within growth sectors India's market cap has grown to A noticeable increase in IPOs in The Average Daily Value (ADV) Re
Slide 14: Cost efficiency you can trust: The TER advantage
Cost efficiency you can trust: The TER advantage Why does this matter to you? How does it impact your investments? We believe that our efficient execution processes could help lower Small differences in cost can lead to a big difference costs and potentially increase your portfolio returns in return
Slide 15: Why should you invest in the JioBlackRock Flexi Cap Fund?
Why should you invest in the JioBlackRock Flexi Cap Fund? Risk-controlled ‘Bench-Aware’ strategy* 1 Risk-adjusted process seeking to outperform the Nifty 500 index by taking small bets across a large number of stocks. Data-driven investment insights Aim to invest in excellence 2 Utilizes quantitativ
Slide 16: SAE Model Back Test
SAE Model Back Test Value of ₹1,000 Invested on 1st Jan 2015 ₹7,000 ₹6,000 ₹5,000 ₹4,000 ₹3,000 ₹2,000 ₹1,000 ₹0 SAE Backtest BSE 500 TRI NSE 500 TRI Backtest data from 1st Jan 2015 to 29th Aug 2025. The Systematic Active Equity approach involves utilizing inputs from the Fund Managers and signal re
Slide 17: SAE Model Back Test
SAE Model Back Test Calendar-Year-Wise Returns 3-Year Rolling Returns 50.00% 45.00% 40.00% 40.00% 35.00% 30.00% 25.00% 30.00% 20.00% 15.00% 20.00% 10.00% 5.00% 0.00% 10.00% -5.00% -10.00% 0.00% 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 YTD -10.00% SAE Backtest Returns BSE 500 Returns NS
Slide 18: SAE Model Back Test
SAE Model Back Test The Information Ratio (IR) is a key performance metric that evaluates how Statistic Value effectively an investment manager generates excess returns relative to a 3Y Information Ratio (BSE 500) 2.21 benchmark, considering the risk taken. A higher Information Ratio indicates bette
Slide 19: 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. MD & CEO Chief Investment Officer Chief Risk Officer Sid Swaminathan Rishi Kohli Amit Bhosale 20 years of experience 24 years of experience 25 yea
Slide 20: JioBlackRock Flexi Cap Fund details
JioBlackRock Nifty 50 Index Fund JioBlackRock Flexi Cap Fund An open-ended dynamic equity scheme investing across large cap, mid cap, small cap stocks. Powered by a global processes, designed for true-to-label equity diversification Breadth-based diversification Disciplined process Scalable executio
Slide 21: Risk-o-Meter & other details
Risk-o-Meter & other details This product is suitable for investors who are Fund Benchmark seeking* JioBlackRock Flexi Cap Fund • Long-term capital appreciation (An open-ended dynamic equity scheme Nifty 500 Index (TRI) • Investment in equity and equity related instruments of investing across large
Slide 22: 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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