Edelweiss Business Cycle Fund - Growth - Regular Plan

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  • (-0.21%)Nav, as on 25-02-2025

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  • Net Change on 25-02-2025

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  • Assets (Cr.)

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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 10.80 23.45 26.23 1.63 24,746.94
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 -1.38 21.87 24.21 1.84 6,379.45
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 10.23 25.88 24.98 1.80 5,948.48
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 4.75 11.08 13.90 1.94 5,543.93
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -12.71 27.19 24.54 1.81 5,168.64

Fund Holdings as on 31-January-2025

  • Bosch Ltd.

  • Clearing Corporation of India Ltd.

  • BSE Ltd.

  • ICICI Bank Ltd.

  • Samvardhana Motherson International Ltd.

  • Fortis Healthcare Ltd.

  • Lupin Ltd.

  • Divi's Laboratories Ltd.

  • Voltas Ltd.

  • HDFC Bank Ltd.

  • Info Edge (India) Ltd.

  • HCL Technologies Ltd.

  • Hindustan Zinc Ltd.

  • Max Healthcare Institute Ltd.

  • State Bank of India

  • Cummins India Ltd.

  • Persistent Systems Ltd.

  • Trent Ltd.

  • Indus Towers Ltd.

  • Siemens Ltd.

  • Glenmark Pharmaceuticals Ltd.

  • Axis Bank Ltd.

  • PB Fintech Ltd.

  • Zomato Ltd.

  • Multi Commodity Exchange Of India Ltd.

  • Oracle Financial Services Software Ltd.

  • Alkem Laboratories Ltd.

  • InterGlobe Aviation Ltd.

  • Torrent Power Ltd.

  • Bajaj Auto Ltd.

  • GE Vernova T&D India Limited

  • Bajaj Finserv Ltd.

  • Vedanta Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Sundaram Finance Ltd.

  • Hitachi Energy India Ltd.

  • Bharat Petroleum Corporation Ltd.

  • Radico Khaitan Ltd.

  • VARUN BEVERAGES LIMITED

  • Blue Star Ltd.

  • CG Power and Industrial Solutions Ltd.

  • Cholamandalam Financial Holdings Ltd.

  • Housing & Urban Development Corp Ltd.

  • Coforge Ltd.

  • Abbott India Ltd.

  • Aurobindo Pharma Ltd.

  • Cochin Shipyard Ltd.

  • Suzlon Energy Ltd.

  • ABB India Ltd.

  • Tube Investments Of India Ltd.

  • Piramal Pharma Ltd.

  • P I INDUSTRIES LIMITED

  • Oil India Ltd.

  • Thermax Ltd.

  • Prestige Estates Projects Ltd.

  • TVS Holdings Ltd.

  • Central Depository Services (I) Ltd.

  • Motilal Oswal Financial Services Ltd.

  • KEI Industries Ltd.

  • Accrued Interest

  • Net Receivables/(Payables)

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  • Pharmaceuticals & Drugs

  • Auto Ancillary

  • Bank - Private

  • Electric Equipment

  • IT - Software

  • Hospital & Healthcare Services

  • Finance - Others

  • Metal - Non Ferrous

  • Air Conditioners

  • Finance - Stock Broking

  • Finance - Investment

  • BPO/ITeS

  • Bank - Public

  • Diesel Engines

  • Retailing

  • Telecommunication - Service Provider

  • Miscellaneous

  • Fintech

  • e-Commerce

  • Airlines

  • Power Generation/Distribution

  • Automobile Two & Three Wheelers

  • Finance - NBFC

  • Refineries

  • Breweries & Distilleries

  • Consumer Food

  • Finance - Housing

  • Ship Building

  • Cycles

  • Pesticides & Agrochemicals

  • Oil Exploration

  • Engineering - Industrial Equipments

  • Construction - Real Estate

  • Depository Services

  • Cable

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Fund Manager

  • Cash

  • Equity

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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 ₹1,719.83 crore. Edelweiss Business Cycle Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Edelweiss Business Cycle Fund ended down ₹-0.02(-0.21%)yesterday to ₹7.8101.

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