Edelweiss Business Cycle Fund - Growth - Direct Plan

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  • (-0.54%)Nav, as on 16-12-2025

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  • Net Change on 16-12-2025

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  • Assets (Cr.)

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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 8.83 23.59 27.80 0.65 33,946.37
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 0.42 29.69 24.33 0.52 8,303.72
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 3.14 25.30 25.71 0.75 6,646.79
SBI ESG Exclusionary Strategy Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 2.02 14.57 15.01 1.33 5,769.40
SBI PSU Fund - DIRECT PLAN - GROWTH Jan 02, 2013 1.77 28.07 29.14 0.83 5,762.54

Fund Holdings as on 30-November-2025

  • Clearing Corporation of India Ltd.

  • Muthoot Finance Ltd.

  • AU Small Finance Bank Ltd.

  • Fortis Healthcare Ltd.

  • Canara Bank

  • Indian Bank

  • Glenmark Pharmaceuticals Ltd.

  • State Bank of India

  • JK Cement Ltd.

  • InterGlobe Aviation Ltd.

  • Bharti Hexacom Ltd.

  • Maruti Suzuki India Ltd.

  • Punjab National Bank

  • Eicher Motors Ltd.

  • Max Healthcare Institute Ltd.

  • The Federal Bank Ltd.

  • GE Vernova T&D India Limited

  • Union Bank of India

  • UPL Ltd.

  • Multi Commodity Exchange Of India Ltd.

  • ICICI Bank Ltd.

  • UNO Minda Ltd.

  • HDFC Bank Ltd.

  • TVS Motor Company Ltd.

  • Mahindra & Mahindra Ltd.

  • Bosch Ltd.

  • BSE Ltd.

  • Shriram Finance Ltd.

  • Solar Industries India Ltd.

  • Laurus Labs Ltd.

  • Divi's Laboratories Ltd.

  • Aster DM Healthcare Ltd.

  • SBI Life Insurance Company Ltd.

  • Bharti Airtel Ltd.

  • Cholamandalam Financial Holdings Ltd.

  • Godfrey Phillips India Ltd.

  • Hindalco Industries Ltd.

  • Asian Paints Ltd.

  • Hero MotoCorp Ltd.

  • Ashok Leyland Ltd.

  • Axis Bank Ltd.

  • SRF Ltd.

  • Coromandel International Ltd.

  • Bajaj Finserv Ltd.

  • Affle 3i Ltd.

  • Marico Ltd.

  • Hitachi Energy India Ltd.

  • Hindustan Unilever Ltd.

  • L&T Finance Ltd.

  • Bajaj Finance Ltd.

  • Max Financial Services Ltd.

  • APL Apollo Tubes Ltd.

  • IDFC First Bank Ltd.

  • Hyundai Motor India Ltd.

  • Premier Energies Ltd.

  • Schaeffler India Ltd.

  • Alkem Laboratories Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • The Phoenix Mills Ltd.

  • Radico Khaitan Ltd.

  • Lupin Ltd.

  • Navin Fluorine International Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Mankind Pharma Ltd.

  • Indian Oil Corporation Ltd.

  • Endurance Technologies Ltd.

  • Bharti Airtel Ltd.

  • FSN E-Commerce Ventures Ltd.

  • Aditya Birla Capital Ltd.

  • 91 DAYS TBILL RED 08-01-2026

  • 364 DAYS TBILL RED 05-02-2026

  • Global Health Ltd.

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

  • Cummins India Ltd.

  • Amber Enterprises India Ltd.

  • Accrued Interest

  • Net Receivables/(Payables)

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  • Bank - Public

  • Bank - Private

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Hospital & Healthcare Services

  • Automobile Two & Three Wheelers

  • Automobiles - Passenger Cars

  • Miscellaneous

  • Auto Ancillary

  • Chemicals

  • Electric Equipment

  • Telecommunication - Service Provider

  • Cement & Construction Materials

  • Airlines

  • Finance - Others

  • Finance - Investment

  • Pesticides & Agrochemicals

  • Finance - Stock Broking

  • Refineries

  • Insurance

  • Cigarettes/Tobacco

  • Metal - Non Ferrous

  • Paints

  • Automobiles-Trucks/Lcv

  • Fertilizers

  • BPO/ITeS

  • Edible Oil

  • Household & Personal Products

  • Steel & Iron Products

  • Electronics - Components

  • Bearings

  • Construction - Real Estate

  • Breweries & Distilleries

  • e-Commerce

  • Diesel Engines

  • Air Conditioners

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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 ₹1,740.11 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 down ₹-0.05(-0.54%)yesterday to ₹9.0258.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India 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