Edelweiss Business Cycle Fund - Growth - Regular Plan

Other Plans and Options
  • 0.19 %Nav, as on 28-03-2025

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  • Net Change on 28-03-2025

  • 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 50 - TRI N/A N/A N/A N/A N/A N/A
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 12.94 23.76 36.40 1.63 23,859.65
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 3.58 22.86 34.69 1.86 5,629.27
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 16.23 27.56 34.14 1.81 5,517.19
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 9.41 11.84 22.09 1.95 5,151.26
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -0.87 28.62 34.27 1.80 4,650.81

Fund Holdings as on 28-February-2025

  • Divi's Laboratories Ltd.

  • Persistent Systems Ltd.

  • ICICI Bank Ltd.

  • Bajaj Finance Ltd.

  • Fortis Healthcare Ltd.

  • Marico Ltd.

  • Samvardhana Motherson International Ltd.

  • Muthoot Finance Ltd.

  • HDFC Bank Ltd.

  • Lupin Ltd.

  • HCL Technologies Ltd.

  • Max Healthcare Institute Ltd.

  • Bosch Ltd.

  • Hindustan Zinc Ltd.

  • State Bank of India

  • BSE Ltd.

  • Zomato Ltd.

  • Indus Towers Ltd.

  • Trent Ltd.

  • InterGlobe Aviation Ltd.

  • Multi Commodity Exchange Of India Ltd.

  • Jubilant Foodworks Ltd.

  • PB Fintech Ltd.

  • Axis Bank Ltd.

  • Vedanta Ltd.

  • GE Vernova T&D India Limited

  • Oracle Financial Services Software Ltd.

  • Bajaj Finserv Ltd.

  • Torrent Power Ltd.

  • Clearing Corporation of India Ltd.

  • Net Receivables/(Payables)

  • Alkem Laboratories Ltd.

  • Tech Mahindra Ltd.

  • Blue Star Ltd.

  • Cholamandalam Financial Holdings Ltd.

  • Radico Khaitan Ltd.

  • The Indian Hotels Company Ltd.

  • United Breweries Ltd.

  • Ashok Leyland Ltd.

  • 360 One Wam Ltd.

  • The Phoenix Mills Ltd.

  • SRF Ltd.

  • Coromandel International Ltd.

  • CG Power and Industrial Solutions Ltd.

  • Polycab India Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • FSN E-Commerce Ventures Ltd.

  • UNO Minda Ltd.

  • Eicher Motors Ltd.

  • Coforge Ltd.

  • VARUN BEVERAGES LIMITED

  • Page Industries Ltd.

  • Bharti Airtel Ltd.

  • Piramal Pharma Ltd.

  • Anant Raj Ltd.

  • Solar Industries India Ltd.

  • Central Depository Services (I) Ltd.

  • KEI Industries Ltd.

  • Accrued Interest

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  • IT - Software

  • Pharmaceuticals & Drugs

  • Bank - Private

  • Finance - NBFC

  • Auto Ancillary

  • Consumer Food

  • Hospital & Healthcare Services

  • Metal - Non Ferrous

  • Finance - Others

  • e-Commerce

  • Telecommunication - Service Provider

  • Finance - Investment

  • Miscellaneous

  • Electric Equipment

  • Breweries & Distilleries

  • Bank - Public

  • Retailing

  • Airlines

  • Construction - Real Estate

  • Finance - Stock Broking

  • Fintech

  • Chemicals

  • Power Generation/Distribution

  • Air Conditioners

  • Hotel, Resort & Restaurants

  • Cable

  • Automobiles-Trucks/Lcv

  • Fertilizers

  • Automobile Two & Three Wheelers

  • Textile

  • Depository Services

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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 ₹1,575.22 crore. Edelweiss Business Cycle Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Edelweiss Business Cycle Fund ended up ₹0.02(0.19%)yesterday to ₹8.1749.

Among its top 3 holdings the fund has exposure to Divi's Laboratories 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