Prism Hybrid Long-Short Fund Units -Regular Plan Growth · NSE:PSIFHLSRG.DF
Prism Hybrid Long-Short Fund Units -Regular Plan Growth — JioBlackRock Asset Management — Investor Presentation (January 2026)
21 slides from Prism Hybrid Long-Short Fund Units -Regular Plan Growth's investor presentation, Jan 27, 2026
Slide 1: JioBlackRock Sector Rotation Fund
JioBlackRock Sector Rotation Fund Al powered. Expert led. Sector focused. &@ 27 Jan 2026 - 9 Feb 2026 BlackRock |": Mutual Fund investments are su
Slide 2: Read the pitch, rotate the strategy
Read the pitch, rotate the strategy Infor l Tech mation Rea e nolo s tat gy E M at ies er ia ilit ls Ut Dry pitch Communic Investment Services Industria strategy adapts as per market cycles for ation ls Sector Rotation Funds ary cre mer Fin tion an Dis onsu cia ls C er um Grass pitch En er gy Health
Slide 3: For investors, sector timing isn't that simple
For investors, sector timing isn’t that simple Over the last decade, sector leadership has kept changing, often in ways that are hard to anticipate. 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Communication Services 1.9% -13.5% 42.5% -32.3% 8.8% 15.2% 34.0% -3.3% 26.9% 33.1% 18.5% Consume
Slide 4: Markets don't move together. Sectors don't either.
Markets don’t move together. Sectors don’t either. The gap between the best and worst performing sectors can be significant and persistent. A sector rotation approach seeks to navigate these shifts actively, so investors don’t have to time them on their own. 120% 106.3% Real Estate Best Worst Delta
Slide 5: Investors are increasingly choosing thematic & active strategies
Investors are increasingly choosing thematic & active strategies Rising AUM and fund launches reflect growing demand for strategies that go beyond broad market exposure. ₹6,00,000 Cr 300 ₹5,36,782 Cr ₹5,00,000 Cr 250 236 ₹4,00,000 Cr 200 s year th in 3 .6X grow ₹3,00,000 Cr 3 150 116 ₹2,00,000 Cr 10
Slide 6: The opportunity: JioBlackRock Sector Rotation Fund
The opportunity: JioBlackRock Sector Rotation Fund Investment expertise, Built for sector rotation Delivered at a relatively low price enhanced by technology* Sector leadership is dynamic; it changes over time. Our endeavor is to leverage technology* and Combines human insight and the power of This
Slide 7: 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? Human Machine Aims to measure data quickly and accurately, using real-time Fundamental research AI and machi
Slide 8: Investment process
Investment process A disciplined, repeatable process that combines macro insights with sector selection. Sector Allocation The team starts off with the Receives sector level signal Aladdin Jio BlackRock Sector Active weights for each sector* NIFTY 500 benchmark weights scores from BlackRock Optimizat
Slide 9: Redefining active equity: JioBlackRock's differentiated approach
Redefining active equity: JioBlackRock’s differentiated approach Leverages technology-driven platform that seeks to deliver low-cost, risk-controlled, and aims to deliver consistent alpha Built on a foundation of data discipline, cost efficiency, and risk control Harnessing data-driven insights Technol
Slide 10: We will leverage Aladdin, BlackRock's technology platform
We will leverage Aladdin® 4, 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: Clients using Aladdin® & eFront® technology1 Underst
Slide 11: Indian markets are ready for smarter, more adaptive investing
Indian markets are ready for smarter, more adaptive investing Deeper markets, better data, and evolving investor needs are driving the shift toward systematic, technology-led approaches. 1 2 3 Indian equities market growth Expanding stocks breadth Diversification within sectors India's market cap ha
Slide 12: Cost efficiency you can trust: The TER advantage
Cost efficiency you can trust: The TER advantage Technology and scale help deliver efficiency without compromising on process. Why does this matter to you? How does it impact your investments? Small difference in cost often lead to a big difference in returns over time We believe that our efficient executio
Slide 13: Why should you invest in the JioBlackRock Sector Rotation Fund?
Why should you invest in the JioBlackRock Sector Rotation Fund? Aim to invest in excellence Risk-controlled ‘Bench-aware’ strategy* Risk-adjusted process seeking to outperform the Nifty 500 index by taking small bets across a large number of stocks, with risk-managed tilts across sectors Data-driven
Slide 14: Back test: Understanding Outcomes Relative to the Benchmark
Back test: Understanding Outcomes Relative to the Benchmark Value of INR 1000 Invested in August 2017 4500 4000 3854 3500 3010 3000 2998 2500 2000 1500 1000 500 0 Oct/20 19 Oct/20 18 Apr/2023 Oct/20 17 Apr/2021 Aug/2020 Dec/2020 Apr/2025 Aug/2022 Dec/2022 Aug/2024 Dec/2024 Apr/2020 Apr/2022 Apr/2024
Slide 15: Back Test – Performance Patterns Across Different Time Periods
Back Test – Performance Patterns Across Different Time Periods 3Y Rolling Return Calendar-Year-Wise Returns 35.00% 40.00% 30.0 0% 35.00% 25.00% 20.00% 30.00% 15.00 % 25.00% 10.00% 20.00% 5.00 % 15.00% 0.00% Apr/2022 Dec/2023 Dec/2021 Dec/2025 Apr/2023 Apr/2021 Aug/2020 Dec/2020 Apr/2025 Aug/2022 Dec/
Slide 16: Back Test: Assessing Risk Adjusted Outcomes
Back Test: Assessing Risk Adjusted Outcomes The Information Ratio (IR) is a key performance metric that evaluates Statistic Value how effectively an investment manager generates excess returns relative to a benchmark, considering the risk taken. A higher Rolling 3Y Information Ratio (BSE 500 TRI) 1.9
Slide 17: 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 $13.4T in AUM6 globally across asset digitize financial services and to democratize classes and geographies. financial acce
Slide 18: 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 years o
Slide 19: JioBlackRock Sector Rotation Fund
JioBlackRock Sector Rotation Fund An open ended equity scheme following sector rotation theme Powered by a global processes, Fund designed for true-to-label equity The investment objective of the Scheme is to generate long term capital diversification appreciation by investing in equity and equity r
Slide 20: Risk-o-Meter & other details
Risk-o-Meter & other details Fund This product is suitable for investors who are seeking* Benchmark JioBlackRock Sector Rotation Fund • Long-Term Capital Appreciation An open ended equity scheme • Investment in equity and equity related instruments following Nifty 500 Index (TRI) following sector ro
Slide 21: 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 informat
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