Edelweiss Business Cycle Fund - Growth - Regular Plan

Other Plans and Options
  • 0.92 %Nav, as on 17-04-2025

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  • Net Change on 17-04-2025

  • 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 13.17 21.96 32.77 1.63 25,696.42
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 1.73 20.81 30.28 1.86 6,161.56
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 13.16 27.12 31.75 1.79 6,046.75
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 8.52 11.19 21.09 1.94 5,433.25
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -3.61 26.77 31.39 1.77 5,342.23

Fund Holdings as on 31-March-2025

  • Divi's Laboratories Ltd.

  • Muthoot Finance Ltd.

  • Clearing Corporation of India Ltd.

  • Persistent Systems Ltd.

  • Bajaj Finance Ltd.

  • Coromandel International Ltd.

  • Fortis Healthcare Ltd.

  • Samvardhana Motherson International Ltd.

  • Marico Ltd.

  • HDFC Bank Ltd.

  • Lupin Ltd.

  • Kotak Mahindra Bank Ltd.

  • Bajaj Finserv Ltd.

  • Hindustan Zinc Ltd.

  • Max Healthcare Institute Ltd.

  • ICICI Bank Ltd.

  • Net Receivables/(Payables)

  • InterGlobe Aviation Ltd.

  • Trent Ltd.

  • Indus Towers Ltd.

  • Vedanta Ltd.

  • Anant Raj Ltd.

  • PB Fintech Ltd.

  • Multi Commodity Exchange Of India Ltd.

  • Jubilant Foodworks Ltd.

  • GE Vernova T&D India Limited

  • Torrent Power Ltd.

  • Solar Industries India Ltd.

  • Blue Star Ltd.

  • The Indian Hotels Company Ltd.

  • Cholamandalam Financial Holdings Ltd.

  • Tata Consultancy Services Ltd.

  • Tech Mahindra Ltd.

  • CG Power and Industrial Solutions Ltd.

  • United Breweries Ltd.

  • FSN E-Commerce Ventures Ltd.

  • The Phoenix Mills Ltd.

  • Bharti Airtel Ltd.

  • Infosys Ltd.

  • Wipro Ltd.

  • Polycab India Ltd.

  • SRF Ltd.

  • Eicher Motors Ltd.

  • ICICI Lombard General Insurance Co. Ltd.

  • Coforge Ltd.

  • SBI Cards & Payment Services Ltd.

  • Cholamandalam Investment & Finance Company Ltd.

  • UNO Minda Ltd.

  • 360 One Wam Ltd.

  • L&T Technology Services Ltd.

  • Piramal Pharma Ltd.

  • Bharti Airtel Ltd.

  • Avenue Supermarts Ltd.

  • KEI Industries Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Ashok Leyland Ltd.

  • BSE Ltd.

  • Central Depository Services (I) Ltd.

  • Accrued Interest

  • Page Industries Ltd.

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  • IT - Software

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Bank - Private

  • Miscellaneous

  • Hospital & Healthcare Services

  • Consumer Food

  • Metal - Non Ferrous

  • Auto Ancillary

  • Finance - Investment

  • Fertilizers

  • Electric Equipment

  • Construction - Real Estate

  • Telecommunication - Service Provider

  • Retailing

  • Chemicals

  • Airlines

  • Finance - Stock Broking

  • Fintech

  • Cable

  • Power Generation/Distribution

  • Air Conditioners

  • Hotel, Resort & Restaurants

  • Breweries & Distilleries

  • e-Commerce

  • Automobile Two & Three Wheelers

  • Insurance

  • Finance - Others

  • Automobiles-Trucks/Lcv

  • Depository Services

  • Textile

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Fund Manager

  • Cash

  • Equity

  • Rights

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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 ₹1,695.21 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 ₹0.07(0.92%)yesterday to ₹8.1934.

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