Prism Hybrid Long-Short Fund Units -Regular Plan Growth · NSE:PSIFHLSRG.DF
Prism Hybrid Long-Short Fund Units -Regular Plan Growth — JioBlackRock Balanced Advantage Fund — Investor Presentation (September 2026)
24 slides from Prism Hybrid Long-Short Fund Units -Regular Plan Growth's investor presentation, Sep 11, 2026
Slide 1: JioBlackRock Balanced Advantage Fund
1 JioBlackRock Balanced Advantage Fund Emotions drive markets. Data should drive your portfolio. NFO : 11th Sept 2026 - 25th Sept 2026 Jio BlackRock Mutual Fund | SEBI Registration No.: MF/085/25/11
Slide 2: Is this the right time?
“Is this the right time?” Markets rarely provide a certain answer. Should I invest now? or Should I exit? When markets rise, we wonder if we’re too late. When they fall, we wonder if it's time to exit. In both scenarios, the burden of market timing rests on our shoulders.
Slide 3: The most expensive decisions are often the hurried ones
The most expensive decisions are often the hurried ones Markets fall Discomfort Exit Markets recover Re-enter higher …and repeat Fear makes us sell low, and excitement makes us buy high. Repeated over time, these emotional decisions can cost more than market downturns themselves, because recoveries
Slide 4: Markets don’t move in straight lines
Markets don’t move in straight lines From political shocks and financial crises to pandemics, wars, and commodity swings, Indian equities have weathered numerous challenges. Through these cycles, they have steadily compounded wealth for long-term investors. Expectation^ Reality% Nifty 50 TRI Values
Slide 5: When markets fall, equity-only portfolios often experience deeper drawdowns
When markets fall, equity-only portfolios often experience deeper drawdowns. When Markets Correct, Diversification Shows Its Value Drawdown is simply how much your investment falls from its highest value before it recovers. Nifty 50 TRI Fund's benchmark (Nifty 50 Hybrid Composite Debt 50:50 Index TR
Slide 6: Why Balanced Advantage Fund?
Why Balanced Advantage Fund?
Slide 7: Dynamic by design. Diversified by nature.
Dynamic by design. Diversified by nature. Markets change. So does a Balanced Advantage Fund. By dynamically allocating between equity and debt, it aims to adapt to evolving market conditions on your behalf. When the markets are favorable When the markets are sideways When the markets are unfavorable
Slide 8: A hybrid scheme built to move between equity and debt funds
A hybrid scheme built to move between equity and debt funds Equity and debt serve different purposes in a portfolio. A Balanced Advantage Fund brings them together and actively manages the balance between them as opportunities and risks evolve. BALANCED ADVANTAGE DEBT & LIQUID EQUITY FUNDS FUND FUND
Slide 9: JioBlackRock Balanced Advantage Fund
JioBlackRock Balanced Advantage Fund Aims to solve the investor's toughest question: when to buy, when to sell, and how much to hold.
Slide 10: Three Independent Engines. One Diversified Portfolio
Three Independent Engines. One Diversified Portfolio ALLOCATION ENGINE 1 Top-down framework to set equity allocation Technical Valuations Global Risk Local Risk Macroeconomic STOCK SELECTION ENGINE Indicators Sentiment Sentiment 2 3 FIXED INCOME ENGINE Bottom-up quantitative stock selection Equity A
Slide 11: Allocation Engine
Allocation Engine 1 We don't rely on a single signal. We look at many. Top down framework to set equity allocation Technical indicators Price trends, volumes and volatility patterns Global research signals from BlackRock group entities, together with local market indicators, are combined into compos
Slide 12: Stock Selection Engine
Stock Selection Engine 2 We don’t pick stocks on instinct. We follow the data. DATA SIGNALS RISK MODEL PORTFOLIO CONSTRUCTION An optimizer weighs risk Composite scores derived from Data guides decisions + Fund multiple signal families. + constraints, transaction costs, liquidity etc. = Manager Overl
Slide 13: Fixed Income Engine
Fixed Income Engine 3 Built bond by bond. Building the fixed income sleeve with a disciplined, quality-first approach Independent Credit Research Portfolio Construction Ongoing Monitoring A diversified portfolio of debt and money Proprietary India risk model. Incorporating BlackRock’s credit review
Slide 14: The Derivative Sleeve
The Derivative Sleeve The fund can hedge with derivatives to reduce actual market exposure while always keeping at least 65% invested in equity, so it continues to qualify for equity taxation DERIVATIVE HEDGE GROSS EQUITY To manage equity exposure without selling the NET EQUITY At least 65% invested
Slide 15: Built for participation. Managed for balance
Built for participation. Managed for balance What does fund offer What that means Why it matters Dynamic net equity: 20–90% held* Equity exposure can increase or decrease as market You can participate in equity markets without having to conditions change make allocation calls yourself Allocation dec
Slide 16: 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 17: Why Invest in JioBlackRock Balanced Advantage Fund?
Why Invest in JioBlackRock Balanced Advantage Fund? Dynamic Allocation Tax Efficiency Aladdin®-Powered Expertise Net equity adjusted 20%–90% based on asset Equity taxation retained through arbitrage BlackRock's global platform augments fund allocation signals structure manager decisions Volatility M
Slide 18: Back Test: Understanding Outcomes Relative to the Benchmark
Back Test: Understanding Outcomes Relative to the Benchmark Value of ₹1,00,000 Invested in Jan 2016 ₹5,00,000 ₹4,33,861 ₹4,50,000 ₹4,00,000 ₹3,50,000 ₹2,79,949 ₹3,00,000 ₹2,50,000 ₹2,00,000 ₹1,50,000 ₹1,00,000 ₹50,000 ₹0 Jul-2026 Jan-2016 Jul-2016 Jan-2017 Jul-2017 Jan-2018 Jul-2018 Jan-2019 Jul-201
Slide 19: Back Test: Performance Across Different Time Periods
Back Test: Performance Across Different Time Periods Calendar-Year-Wise Returns 3Y Rolling Returns 35.0% 25.0% 20.0% 30.0% 15.0% 10.0% 25.0% 5.0% 0.0% 20.0% May-2019 May-2020 May-2021 May-2022 May-2023 May-2024 May-2025 May-2026 Sep-2021 Jan-2019 Sep-2019 Jan-2020 Sep-2020 Jan-2021 Jan-2022 Sep-2022
Slide 20: Back Test: Equity Allocation across Market Cycles
Back Test: Equity Allocation across Market Cycles The Fund systematically allocates higher to equity when it looks attractive, and lower when it looks risky - removing the greed & fear bias from the decision. Nifty 50 CY Returns vis-a-vis back-test net equity exposure (%) 95% 90% 85% 35.0% 80% 75% 3
Slide 21: Back Test: Assessing Risk-Adjusted Outcomes
Back Test: Assessing Risk-Adjusted Outcomes Statistic Value 10Y Information Ratio 1.10 The Information Ratio (IR) is a key performance metric that evaluates how effectively an investment manager generates Portfolio CAGR (10Y) 14.46% excess returns relative to a benchmark, considering the risk taken.
Slide 22: JioBlackRock Balanced Advantage Fund scheme details
JioBlackRock Balanced Advantage Fund The investment objective of the Scheme is to generate long term capital appreciation with income generation by investing in a dynamically managed portfolio of Investment equity and debt instruments. objective There is no assurance that the investment objective of
Slide 23: Risk-o-Meter & other details
Risk-o-Meter & other details Scheme Name This product is suitable for investors who are seeking* Fund Benchmark JioBlackRock Balanced Advantage Fund (An open ended dynamic asset allocation • Long - term capital appreciation with income generation Nifty 50 Hybrid Composite Debt fund investing in debt
Slide 24: 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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