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 (June 2026)
15 slides from Prism Hybrid Long-Short Fund Units -Regular Plan Growth's investor presentation, Jun 30, 2026
Slide 1: JioBlackRock Low Duration Fund and Short Duration Fund
JioBlackRock Low Duration Fund JioBlackRock Short Duration Fund 30 th June 2026 JioBlackRock Asset Management Private Limited (JioBlackRock AMC)
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 Services 3 BlackRock 3 Spun-off from Reliance Industries Ltd to $14T in AUM6 globally across asset digitize financial services and to democratize classes and geographies. financial acc
Slide 3: Our core values are aligned to what matters to you
Our core values are aligned to what matters to you A leading portfolio and risk Leveraging global investment Technology -led investment design technology platform, Aladdin ® process from BlackRock , evolved Our endeavor is to leverage our technology and for the Indian markets platform to deliver the
Slide 4: We will leverage Aladdin, BlackRock's technology platform
We will leverage Aladdin® 1, BlackRock’s technology platform that unifies the end-to-end investment management process ~1,100 Provides a common data language to enable scale, provide insights, and support sustainable business growth – it helps us: Portfolio risk & analytics Clients using Aladdin® &
Slide 5: Risk management embedded into investment process
Risk management embedded into investment process Why does this matter to you? Leveraging decades of years of BlackRock’s expertise in managing funds , we’re able to offer the similar technology, process and expertise to efficiently manage your capital and liquidity needs. Fundamental Review Investme
Slide 6: Portfolio construction process
Portfolio construction process Investment Risk Management Fundamental Factors Risk Assessment Fundamental Review Top Down Daily Assessments Technical Factors SEBI Guidelines Industry Analysis Issuer We closely monitor Guided by key pillars Spread analysis, Regulatory Limits Analysis Documentation su
Slide 7: Product positioning
Product positioning Short Duration Fund Return Potential Low Duration Fund Money Market Fund Liquid Fund Overnight Fund Investment in 1 day Investment in Investment in maturity Macaulay duration of Macaulay duration of maturity maturity upto upto 1 year the portfolio is the portfolio is 91 days betw
Slide 8: Who should invest?
Who should invest? Individual investors Institutional investors Investors aiming to generate income over a short horizon; Treasury & Liquidity Management: Can be used to match suitable for parking surplus, upcoming expenses, and short -term liabilities, fund seasonal working -capital needs, and ladd
Slide 9: Taxation benefit under new tax regime for individuals
Taxation benefit under new tax regime for individuals As per the Income tax Act, under new tax regime, any individual with a taxable income upto INR 12 lakh will have zero tax liability Investor 1 Investor 2 Investor 3 Total Taxable Income ₹12,00,000 ₹12,00,000 ₹12,00,000 Taxable Income excl. Capita
Slide 10: 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. Debt Fund Managers Sid Swaminathan MD & CEO 20 years of experience Vikrant Mehta 30 years of experience Rishi Kohli Chief Investment Officer 24 ye
Slide 11: JioBlackRock Low Duration Fund
JioBlackRock Low Duration Fund An open ended low duration debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 6 months to 12 months. Please refer Page No. 19 of the SID for concept of Macaulay Duration. A relatively high interest rate risk and credit risk
Slide 12: JioBlackRock Short Duration Fund
JioBlackRock Short Duration Fund An open ended short term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 1 year to 3 years. Please re fer Page No. 20 of the SID for concept of Macaulay Duration. A relatively high interest rate risk and moderate credi
Slide 13: Risk-o-Meter & other details
Risk -o-Meter & other details This product is suitable for Fund Scheme Risk -o-Meter Benchmark Risk -o-Meter Benchmark investors who are seeking* • Income over short term investment horizon JioBlackRock NIFTY Low Duration • Investment in debt and money market Low Duration Debt Index instruments such
Slide 14: Potential Risk Class (PRC) Matrix
Potential Risk Class (PRC) Matrix JioBlackRock Low Duration Fund JioBlackRock Short Duration Fund Credit Risk → Relatively Moderate Relatively Credit Risk → Relatively Moderate Relatively Low (Class B) High Low (Class B) High Interest Rate Interest Rate (Class A) (Class C) (Class A) (Class C) Risk ↓
Slide 15: 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 inform
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