Edelweiss Business Cycle Fund - Growth - Regular Plan

Other Plans and Options
  • 1.43 %Nav, as on 23-01-2025

  • Previous Nav

  • Net Change on 23-01-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The Fund seeks to generate long-term capital appreciation by investing predominantly in equity and equity related securities with a focus on navigating business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. There is no assurance that the investment objective of the Scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 17.12 22.84 24.95 1.63 24,552.50
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 14.12 21.95 24.51 1.81 6,532.75
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 24.85 24.99 26.16 1.80 6,119.62
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 10.37 10.29 14.53 1.94 5,620.09
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 4.40 28.78 25.28 1.81 5,236.98

Fund Holdings as on 31-December-2024

  • Bosch Ltd.

  • Kalyan Jewellers India Ltd.

  • Samvardhana Motherson International Ltd.

  • BSE Ltd.

  • Voltas Ltd.

  • Fortis Healthcare Ltd.

  • ICICI Bank Ltd.

  • Lupin Ltd.

  • Info Edge (India) Ltd.

  • Trent Ltd.

  • HCL Technologies Ltd.

  • Oracle Financial Services Software Ltd.

  • Divi's Laboratories Ltd.

  • Zomato Ltd.

  • Cummins India Ltd.

  • Max Healthcare Institute Ltd.

  • PB Fintech Ltd.

  • Persistent Systems Ltd.

  • HDFC Bank Ltd.

  • Hindustan Zinc Ltd.

  • Glenmark Pharmaceuticals Ltd.

  • Siemens Ltd.

  • Axis Bank Ltd.

  • Alkem Laboratories Ltd.

  • State Bank of India

  • Torrent Power Ltd.

  • Bajaj Auto Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • InterGlobe Aviation Ltd.

  • Hitachi Energy India Ltd.

  • Clearing Corporation of India Ltd.

  • Bharat Petroleum Corporation Ltd.

  • VARUN BEVERAGES LIMITED

  • Bajaj Finserv Ltd.

  • Vedanta Ltd.

  • Blue Star Ltd.

  • CG Power and Industrial Solutions Ltd.

  • Coforge Ltd.

  • ABB India Ltd.

  • Abbott India Ltd.

  • Aurobindo Pharma Ltd.

  • KEI Industries Ltd.

  • Central Depository Services (I) Ltd.

  • Motilal Oswal Financial Services Ltd.

  • Sundaram Finance Ltd.

  • Radico Khaitan Ltd.

  • Prestige Estates Projects Ltd.

  • GE Vernova T&D India Limited

  • Piramal Pharma Ltd.

  • Suzlon Energy Ltd.

  • Multi Commodity Exchange Of India Ltd.

  • Indus Towers Ltd.

  • Tube Investments Of India Ltd.

  • Housing & Urban Development Corp Ltd.

  • Cochin Shipyard Ltd.

  • P I INDUSTRIES LIMITED

  • TVS Holdings Ltd.

  • Cholamandalam Financial Holdings Ltd.

  • Thermax Ltd.

  • Oil India Ltd.

  • Accrued Interest

  • Net Receivables/(Payables)

View More

  • Pharmaceuticals & Drugs

  • Auto Ancillary

  • IT - Software

  • Electric Equipment

  • Bank - Private

  • Hospital & Healthcare Services

  • Air Conditioners

  • Diamond & Jewellery

  • Finance - Others

  • Metal - Non Ferrous

  • Retailing

  • BPO/ITeS

  • e-Commerce

  • Diesel Engines

  • Fintech

  • Finance - Investment

  • Finance - Stock Broking

  • Bank - Public

  • Power Generation/Distribution

  • Automobile Two & Three Wheelers

  • Airlines

  • Refineries

  • Consumer Food

  • Cable

  • Depository Services

  • Breweries & Distilleries

  • Finance - NBFC

  • Construction - Real Estate

  • Cycles

  • Telecommunication - Service Provider

  • Finance - Housing

  • Ship Building

  • Pesticides & Agrochemicals

  • Engineering - Industrial Equipments

  • Oil Exploration

  • Miscellaneous

View More

Fund Manager

  • Cash

  • Equity

View More

About Edelweiss Business Cycle Fund

Scheme Analysis

Edelweiss Business Cycle Fund is a Equity - Thematic Fund - Other fund and belongs to Edelweiss Mutual Fund. It was launched on 29-Jul-2024 and currently has an AUM of ₹1,899.65 crore. Edelweiss Business Cycle Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Edelweiss Business Cycle Fund ended up ₹0.12(1.43%)yesterday to ₹8.5564.

Among its top 3 holdings the fund has exposure to Bosch Ltd., and

The Edelweiss Business Cycle Fund is managed by Bhavesh Jain and Bharat Lahoti.

Fund House Contact

Edelweiss House Off. C.S.T Road, Kalina, Mumbai - 400 098

(022) 40933400
(022) 40933401