Edelweiss Business Cycle Fund - Growth - Direct Plan

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  • 1.22 %Nav, as on 17-03-2026

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  • Net Change on 17-03-2026

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct 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 - Direct Plan - Cumulative Option Jan 15, 2019 11.49 22.60 22.02 0.65 35,665.82
ICICI Prudential Business Cycle Fund Direct Plan Growth Jan 18, 2021 12.01 21.78 18.19 0.73 16,201.80
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 9.62 26.84 18.90 0.56 8,428.48
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 16.97 24.88 20.46 0.78 6,600.72
SBI PSU Fund - DIRECT PLAN - GROWTH Jan 02, 2013 24.46 33.04 26.96 0.80 6,545.08

Fund Holdings as on 28-February-2026

  • AU Small Finance Bank Ltd.

  • Indian Bank

  • Canara Bank

  • State Bank of India

  • Muthoot Finance Ltd.

  • Union Bank of India

  • GE Vernova T&D India Limited

  • Clearing Corporation of India Ltd.

  • Glenmark Pharmaceuticals Ltd.

  • Bharat Electronics Ltd.

  • Eicher Motors Ltd.

  • Multi Commodity Exchange Of India Ltd.

  • Laurus Labs Ltd.

  • Hindalco Industries Ltd.

  • APL Apollo Tubes Ltd.

  • The Federal Bank Ltd.

  • Oil & Natural Gas Corporation Ltd.

  • Coromandel International Ltd.

  • Shriram Finance Ltd.

  • SBI Life Insurance Company Ltd.

  • FSN E-Commerce Ventures Ltd.

  • Fortis Healthcare Ltd.

  • ICICI Bank Ltd.

  • Lupin Ltd.

  • ICICI Prudential Life Insurance Co Ltd.

  • BSE Ltd.

  • Mahindra & Mahindra Ltd.

  • Indian Oil Corporation Ltd.

  • Bharti Airtel Ltd.

  • JK Cement Ltd.

  • Axis Bank Ltd.

  • Asian Paints Ltd.

  • Cholamandalam Financial Holdings Ltd.

  • National Aluminium Company Ltd.

  • Aster DM Healthcare Ltd.

  • Marico Ltd.

  • Titan Company Ltd.

  • Punjab National Bank

  • Hero MotoCorp Ltd.

  • Aditya Birla Capital Ltd.

  • Bharat Petroleum Corporation Ltd.

  • UPL Ltd.

  • Alkem Laboratories Ltd.

  • Reliance Industries Ltd.

  • Maruti Suzuki India Ltd.

  • InterGlobe Aviation Ltd.

  • Endurance Technologies Ltd.

  • Bajaj Finance Ltd.

  • L&T Finance Ltd.

  • TVS Motor Company Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Karur Vysya Bank Ltd.

  • IDFC First Bank Ltd.

  • Max Financial Services Ltd.

  • Mahindra & Mahindra Financial Services Ltd

  • Navin Fluorine International Ltd.

  • Bharti Hexacom Ltd.

  • Jindal Stainless Ltd.

  • Sundaram Finance Ltd.

  • Oil India Ltd.

  • Abbott India Ltd.

  • Radico Khaitan Ltd.

  • Infosys Ltd.

  • Bajaj Finserv Ltd.

  • HDFC Bank Ltd.

  • Bajaj Auto Ltd.

  • 364 DAYS TBILL RED 02-04-2026

  • 91 DAYS TBILL RED 23-04-2026

  • SRF Ltd.

  • 6% TVS MOTOR CO LTD NCRPS 01-09-2026

  • Accrued Interest

  • Ashok Leyland Ltd.

  • Net Receivables/(Payables)

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  • Bank - Public

  • Bank - Private

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Automobile Two & Three Wheelers

  • Refineries

  • Insurance

  • Steel & Iron Products

  • Hospital & Healthcare Services

  • Oil Exploration

  • Electric Equipment

  • Defence

  • Miscellaneous

  • Finance - Others

  • Automobiles - Passenger Cars

  • Finance - Stock Broking

  • Metal - Non Ferrous

  • Finance - Investment

  • Fertilizers

  • e-Commerce

  • Cement & Construction Materials

  • Paints

  • Chemicals

  • Aluminium & Aluminium Products

  • Edible Oil

  • Diamond & Jewellery

  • Pesticides & Agrochemicals

  • Airlines

  • Auto Ancillary

  • Telecommunication - Service Provider

  • Breweries & Distilleries

  • IT - Software

  • Automobiles-Trucks/Lcv

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Fund Manager

  • Cash

  • Equity

  • Preference Shares

  • Rights

  • SOVEREIGN

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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 ₹1,589.43 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 ₹0.1(1.22%)yesterday to ₹8.6414.

Among its top 3 holdings the fund has exposure to AU Small Finance Bank 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