Prism Hybrid Long-Short Fund Units -Regular Plan Growth · NSE:PSIFHLSRG.DF
Prism Hybrid Long-Short Fund Units -Regular Plan Growth — JioBlackRock Large Cap Fund — Investor Presentation (March 2026)
23 slides from Prism Hybrid Long-Short Fund Units -Regular Plan Growth's investor presentation, Mar 24, 2026
Slide 1: JioBlackRock Large Cap Fund: Ride India's growth story
ap JioBlackRock Qy Large Cap Fund ft Ride India’s growth story &@ 24 March 2026 - 7 April 2026 Bisco, 1222 fc
Slide 2: Strong roots form the foundation of the market
Strong roots form the foundation of the market Like a banyan tree, a large-cap fund stands on deep roots, spreads steadily over time, and offers relative stability and shelter across market cycles. Large Cap represents majority of Market value and liquidity Grow steadily over time Large Cap Top 100 c
Slide 3: Why Large Cap Fund?
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Slide 4: When you invest in large caps, you invest in the core of the economy
When you invest in large caps, you invest in the core of the economy Economic leadership in BSE All 100% Caps is concentrated at the top: the 90% top 100 (Large Cap) dominate scale, 80% revenues, and profitability. 70% 60% Just 100 Profit pool is Scale is 50% firms hold concentrated skewed 58% of th
Slide 5: Large Caps are relatively cheaper than Mid Cap and Small Caps
Large Caps are relatively cheaper than Mid Cap and Small Caps This reinforces large caps as the balance-sheet - and visibility-led segment that anchors portfolios during changing market regimes, serving as a steadier reference point across market cycles. 55 Trailing P/E 45 35 25 15 5 Dec/2023 Dec/20
Slide 6: Large Caps fall less and bounce back faster, offers meaningful downside protection
Large Caps fall less and bounce back faster, offers meaningful downside protection In periods of market stress, large cap companies tends to demonstrate relative resilience. Drawdown 0% -10% -20% -30% Drawdown % -40% 38.05% Recovered in -50% 9.5 Months -60% 63.36% 45.47% Recovered Recovered in 34 in
Slide 7: Why Large Cap now?
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Slide 8: India's Rise: A multi-decade growth story
India’s Rise: A multi-decade growth story As India grows, its market leaders stand to benefit 2000 2005 2010 2015 2020 2024 2025 United States US Country United States United States United States United States United States Japan China China China China China China Germany Japan Japan Japan Japan Ja
Slide 9: Market polarization remains favourable towards Large Caps
Market polarization remains favourable towards Large Caps 90% Right now, large-cap stocks are 85% cheaper compared to the rest 1. of the market than they have 80% been in many years. 75% This means large, well-established 70% 74% 2. companies look undervalued compared to mid and small companies. 65%
Slide 10: Why JioBlackRock Large Cap Fund?
Why JioBlackRock Large Cap Fund? Investment expertise, Built for core equity Delivered at a enhanced by allocation relatively low price technology* Combines human insight and the The fund focuses on investing in large- Our endeavor is to leverage power of technologies like AI, and cap companies by f
Slide 11: Why SAE in Large Cap?
Why SAE in Large Cap? 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 accurately, using Human Machine 1. real-time information to turn everyday market signals into acti
Slide 12: Investment process
Investment process Universe of ~250 stocks BSE 100 TRI lens for SAE Signal based on liquidity, sector / market-cap Systematic, rules-based turnover, and execution representation and active scoring allocated to each Corporate feasibility. risk framing. stock. governance filter Universe selection JioB
Slide 13: SAE signals - Illustration
SAE signals -Illustration We combine diverse data sources to identify the signals behind for potential returns Valuation Quality Sentiment Fundamental Momentum Assesses how attractively Reflects the strength and Captures investor behavior This captures positive priced a stock is relative to sustaina
Slide 14: Stock selection process
Stock selection process We aim to target consistent returns across a wide range of diversified holdings Higher alpha potential comes with larger drawdowns, resulting in less consistent outcomes. +alpha Large Caps Equity and Equity- related Instruments of 80%+ Large Caps companies. -alpha JioBlackRoc
Slide 15: 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: Clients using Aladdin® & eFront® technology Understa
Slide 16: Back test: Understanding outcomes relative to the benchmark
Back test: Understanding outcomes relative to the benchmark Value of INR 1,00,000 Invested in Jan 2016 ₹ 6,00,000 ₹ 4,85,262 ₹ 5,00,000 ₹ 4,00,000 ₹ 3,83,893 ₹ 3,00,000 ₹ 2,00,000 CAGR Value Backtest 17.11% ₹ 1,00,000 BSE 100 14.40% ₹0 Jan/2016 Dec/2016 Nov/2017 Oct/2018 Sep/2019 Aug/2020 Jul/2021 J
Slide 17: Back Test - Performance patterns across different time periods
Back Test – Performance patterns across different time periods Calendar-Year-Wise Returns 3Y Rolling Returns 45% 40% 35% 40% 30% 25% 35% 20% 15% 30% 10% 5% 25% 0% -5% 20% -10% May-2022 Mar-2023 Sep-2025 Oct-2022 Jan-2024 Sep-2020 Nov- 2024 Jun-2024 Dec-2021 Aug-2023 Feb-2026 Jul-2021 Jan-2019 Apr-202
Slide 18: Back Test: Assessing risk adjusted outcomes
Back Test: Assessing risk adjusted outcomes The Information Ratio (IR) is a key performance metric that evaluates how Statistic Value effectively an investment manager generates excess returns relative to a benchmark, considering the risk taken. A higher Information Ratio indicates better performance
Slide 19: 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 digitize financial services and to democratize $14T in AUM6 globally across asset financial access for 1.44B Indians4. clas
Slide 20: 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 21: JioBlackRock Large Cap Fund
JioBlackRock Large Cap Fund (An open-ended equity scheme predominantly investing in large cap stocks) Powered by a global processes, Fund designed for true-to-label equity diversification The investment objective of the Scheme is to generate long term capital appreciation by predominantly investing
Slide 22: Risk-o-Meter & other details
Risk-o-Meter & other details Scheme name This product is suitable for investors who are seeking* Fund Benchmark JioBlackRock Large Cap Fund • Long-Term Capital Appreciation (An open-ended equity scheme • Investment predominantly in equity and equity related BSE 100 Index (TRI) predominantly investin
Slide 23: 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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