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    JioBlackRock Sector Rotation Fund vs Motilal Oswal Nifty 500 ETF

    Direct Plan where a fund has one, Growth option · Data as on 30-10-2026

    JioBlackRock Sector Rotation Fund is a Thematic fund and Motilal Oswal Nifty 500 ETF is an ETF fund. JioBlackRock Sector Rotation Fund charges 0.80% a year and Motilal Oswal Nifty 500 ETF 0.39%. Their portfolios overlap 83.6%: they hold 293 of the same securities.

    JioBlackRock Sector Rotation Fund

    Thematic

    Expense ratio
    0.80%
    NAV
    ₹9.43
    See JioBlackRock Sector Rotation Fund

    Motilal Oswal Nifty 500 ETF

    ETF

    Expense ratio
    0.39%
    NAV
    ₹22.42
    See Motilal Oswal Nifty 500 ETF

    Which is better, JioBlackRock Sector Rotation or Motilal Oswal Nifty 500 ETF? Key differences

    It depends on what you want from the fund. These are the differences in numbers, from the data on this page.

    • Motilal Oswal Nifty 500 ETF costs less: 0.39% a year against 0.80%.
    • JioBlackRock Sector Rotation fell less in its worst fall since 19-02-2026: −12.5% against −12.6%.
    • Motilal Oswal Nifty 500 ETF is the larger fund: ₹299 Cr against ₹161 Cr.
    • Their portfolios overlap 83.6%: 293 of the same holdings.

    Past returns do not promise future returns. This page is information, not investment advice.

    Key facts

    From each fund's scheme summary document and AMFI

    FactJioBlackRock Sector Rotation FundMotilal Oswal Nifty 500 ETF
    Fund houseJio BlackRock Mutual FundMotilal Oswal Mutual Fund
    CategoryThematicETF
    AUM₹161 Cr (30-09-2026)₹299 Cr (30-09-2026)
    NAV₹9.43 (Direct)₹22.42
    Expense ratio (Direct)0.80%Not available
    Expense ratio (Regular)1.92%Not available
    RiskometerVery HighVery High
    BenchmarkNifty 500 TRINifty 500 TRI
    Launch date13-02-202629-09-2023
    Minimum investment₹500On the Exchange: As the Scheme would be listed on the exchange, the investor can buy units on an ongoing basis on NSE at the traded prices which may be close to the actual NAV of the Scheme. The units are purchased in round lots of 1 unit. Directly with t
    Lock inNoneNone
    Fund managersSahil Chaudhary, Tanvi KacheriaSwapnil Mayekar, Rakesh Shetty
    Exit loadNilNil

    JioBlackRock Sector Rotation vs Motilal Oswal Nifty 500 ETF: Returns Comparison

    Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.

    Fund1M3M6M1Y3Y5Y10Y
    JioBlackRock Sector Rotation Fund (Direct)−0.77%−5.74%−2.70%--------
    Motilal Oswal Nifty 500 ETF−0.76%−6.10%−2.94%−7.51%+9.98%----
    Thematic average−2.09%−4.52%+0.86%--------

    Category average: the average of the 235 Thematic funds, same plan type.

    JioBlackRock Sector Rotation vs Motilal Oswal Nifty 500 ETF: Year-wise Returns

    YearJioBlackRock Sector RotationJioBlackRock Sector RotationMotilal Oswal Nifty 500 ETFMotilal Oswal Nifty 500 ETFNifty 500 TRI
    2026to date--−7.67%−7.51%
    2025--+7.60%+7.76%
    2024--+15.93%+16.24%

    JioBlackRock Sector Rotation vs Motilal Oswal Nifty 500 ETF: Rolling Returns

    Every holding period of both funds, against Nifty 500 TRI, the benchmark of both

    JioBlackRock Sector Rotation vs Motilal Oswal Nifty 500 ETF: Risk and Drawdowns

    How much each fund swings, and the worst fall over the same days

    Risk and return

    MeasureJioBlackRock Sector Rotation Fund (Direct)Motilal Oswal Nifty 500 ETF
    Return (CAGR)−7.88%+8.80%
    Standard deviation15.17%14.25%
    Sharpe ratio-0.870.19
    Sortino ratio-1.150.26
    Maximum drawdown−12.5% (30-03-2026)−18.6% (28-02-2025)
    Beta0.971.00
    Alpha−0.68%−0.23%

    From daily NAVs, 19-02-2026 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.

    Drawdowns

    How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.

    −15%−10%−5%0%
    JioBlackRock Sector Rotation Fund (Direct)Motilal Oswal Nifty 500 ETFNifty 500 TRI
    FundWorst fallHigh before itBottomBack at the highTime to climb backBelow its high today
    JioBlackRock Sector Rotation Fund (Direct)−12.5%23-02-202630-03-202606-07-20263 months−7.5%
    Motilal Oswal Nifty 500 ETF−12.6%23-02-202631-03-202606-07-20263 months−7.9%
    Nifty 500 TRI−12.6%23-02-202630-03-202606-07-20263 months−7.9%

    From daily values since 19-02-2026, the first day every fund has.

    JioBlackRock Sector Rotation vs Motilal Oswal Nifty 500 ETF: Portfolio Overlap

    From each fund's latest monthly portfolio: JioBlackRock Sector Rotation Fund, September 2026; Motilal Oswal Nifty 500 ETF, September 2026

    Holdings in common

    Overlap
    83.6%
    Held by both
    293
    Only in JioBlackRock Sector Rotation
    3
    Only in Motilal Oswal Nifty 500 ETF
    204
    Security% of JioBlackRock Sector Rotation% of Motilal Oswal Nifty 500 ETF
    HDFC Bank Ltd6.36%5.66%
    ICICI Bank Ltd5.57%4.93%
    Reliance Industries Ltd4.37%4.13%
    Bharti Airtel Ltd3.20%2.78%
    Larsen & Toubro Ltd2.31%2.29%
    State Bank of India2.36%2.06%
    Axis Bank Ltd2.08%1.84%
    Kotak Mahindra Bank Ltd1.81%1.60%
    Bajaj Finance Ltd1.34%1.36%
    ITC Ltd2.01%1.32%

    Overlap: for each holding both funds own, the smaller of its two weights, added up. 83.6% means 83.6% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.

    Largest holdings only in JioBlackRock Sector Rotation Fund

    Security% of fund
    Jubilant Pharmova Ltd0.07%
    Eris Lifesciences Ltd0.05%
    Pfizer Ltd0.05%

    Largest holdings only in Motilal Oswal Nifty 500 ETF

    Security% of fund
    Titan Company Limited0.99%
    Hindustan Unilever Limited0.87%
    Vedanta Aluminium Metal Limited0.36%
    Dixon Technologies (India) Limited0.28%
    Life Insurance Corporation Of India0.26%

    Asset and sector split

    Share of each fund, from its latest monthly portfolio

    Asset allocation

    AssetJioBlackRock Sector RotationMotilal Oswal Nifty 500 ETF
    Equity97.3%99.7%
    Debt0.0%0.0%
    Cash and others2.7%0.3%

    Market cap of stocks

    Market capJioBlackRock Sector RotationMotilal Oswal Nifty 500 ETF
    Large Cap68.3%67.1%
    Mid Cap21.5%20.9%
    Small Cap7.6%11.6%
    Not on AMFI's list0.0%0.1%

    Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.

    Largest sectors

    SectorJioBlackRock Sector RotationMotilal Oswal Nifty 500 ETF
    Banks21.7%19.3%
    Pharmaceuticals & Biotechnology9.3%5.8%
    Finance5.9%6.5%
    IT - Software3.4%5.7%
    Petroleum Products5.2%5.0%
    Automobiles4.0%4.9%
    Telecom - Services4.0%3.5%

    The six largest sectors of each fund's stocks, % of the fund.

    JioBlackRock Sector Rotation vs Motilal Oswal Nifty 500 ETF: Expense Ratio

    What each plan charges a year, from AMFI's expense ratio file

    ChargeJioBlackRock Sector Rotation FundMotilal Oswal Nifty 500 ETF
    Total expense ratio (Direct)0.80%Not available
    Base expense ratio (Direct)0.50%0.00%
    Total expense ratio (Regular)1.92%Not available
    Base expense ratio (Regular)1.61%0.18%

    The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.

    More comparisons

    Each fund against the others of its category

    JioBlackRock Sector Rotation Fund vs Motilal Oswal Nifty 500 ETF: Frequently Asked Questions

    What is the difference between JioBlackRock Sector Rotation Fund and Motilal Oswal Nifty 500 ETF?

    JioBlackRock Sector Rotation Fund is a Thematic fund, Motilal Oswal Nifty 500 ETF is an ETF fund, run by Jio BlackRock Mutual Fund and Motilal Oswal Mutual Fund. Their portfolios overlap 83.6%. JioBlackRock Sector Rotation Fund charges 0.80% a year and Motilal Oswal Nifty 500 ETF 0.39%.

    Which has the lower expense ratio, JioBlackRock Sector Rotation Fund or Motilal Oswal Nifty 500 ETF?

    Motilal Oswal Nifty 500 ETF charges less: 0.39% a year against 0.80%. These are the total expense ratios reported to AMFI.

    How much do JioBlackRock Sector Rotation Fund and Motilal Oswal Nifty 500 ETF overlap?

    83.6%. They hold 293 of the same securities, the largest shared ones being HDFCBANK, ICICIBANK, RELIANCE. From each fund's latest monthly portfolio.

    Which is riskier, JioBlackRock Sector Rotation Fund or Motilal Oswal Nifty 500 ETF?

    On SEBI's riskometer, JioBlackRock Sector Rotation Fund is rated Very High and Motilal Oswal Nifty 500 ETF Very High. Over their common history, the standard deviation of daily returns was 15.17% and 14.25% a year.

    Can I invest in both JioBlackRock Sector Rotation Fund and Motilal Oswal Nifty 500 ETF?

    Yes. 83.6% of each fund's money sits in the same holdings, so a large part of the two investments would move together.

    Who manages JioBlackRock Sector Rotation Fund and Motilal Oswal Nifty 500 ETF?

    JioBlackRock Sector Rotation Fund: Sahil Chaudhary, Tanvi Kacheria. Motilal Oswal Nifty 500 ETF: Swapnil Mayekar, Rakesh Shetty.

    Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.

    This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.

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