Edelweiss Business Cycle Fund - Growth - Direct Plan

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  • 0.3 %Nav, as on 14-08-2025

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  • Net Change on 14-08-2025

  • PersonalFN Rating

  • 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 5.76 24.12 31.76 0.63 29,718.06
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 3.94 30.39 30.30 0.52 7,375.63
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 0.08 25.69 28.55 0.73 6,602.43
SBI ESG Exclusionary Strategy Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 1.36 13.07 18.39 1.34 5,665.84
Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth Dec 30, 2019 -7.91 30.05 31.75 0.54 5,418.32

Fund Holdings as on 31-July-2025

  • Net Receivables/(Payables)

  • Divi's Laboratories Ltd.

  • Max Healthcare Institute Ltd.

  • Fortis Healthcare Ltd.

  • Coromandel International Ltd.

  • Muthoot Finance Ltd.

  • Max Financial Services Ltd.

  • GE Vernova T&D India Limited

  • ICICI Bank Ltd.

  • United Spirits Ltd.

  • GlaxoSmithKline Pharmaceuticals Ltd.

  • HDFC Bank Ltd.

  • SBI Life Insurance Company Ltd.

  • The Indian Hotels Company Ltd.

  • InterGlobe Aviation Ltd.

  • HDFC Life Insurance Company Ltd.

  • TVS Motor Company Ltd.

  • Axis Bank Ltd.

  • Marico Ltd.

  • Coforge Ltd.

  • Premier Energies Ltd.

  • Solar Industries India Ltd.

  • AU Small Finance Bank Ltd.

  • Persistent Systems Ltd.

  • Kotak Mahindra Bank Ltd.

  • BSE Ltd.

  • Glenmark Pharmaceuticals Ltd.

  • Abbott India Ltd.

  • Jubilant Foodworks Ltd.

  • PG Electroplast Ltd.

  • Godfrey Phillips India Ltd.

  • Life Insurance Corporation of India

  • Avenue Supermarts Ltd.

  • Multi Commodity Exchange Of India Ltd.

  • Cholamandalam Financial Holdings Ltd.

  • Bajaj Finserv Ltd.

  • Affle 3i Ltd.

  • Anant Raj Ltd.

  • Aster DM Healthcare Ltd.

  • Schaeffler India Ltd.

  • Bharti Airtel Ltd.

  • MRF Ltd.

  • Biocon Ltd.

  • United Breweries Ltd.

  • Berger Paints (I) Ltd.

  • Indus Towers Ltd.

  • Suzlon Energy Ltd.

  • PNB Housing Finance Ltd.

  • Sundaram Finance Ltd.

  • Poly Medicure Ltd.

  • Clearing Corporation of India Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Union Bank of India

  • SBI Cards & Payment Services Ltd.

  • UPL Ltd.

  • 182 DAYS TBILL RED 18-09-2025

  • 182 DAYS TBILL RED 25-09-2025

  • FSN E-Commerce Ventures Ltd.

  • Page Industries Ltd.

  • Accrued Interest

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  • Pharmaceuticals & Drugs

  • Bank - Private

  • Hospital & Healthcare Services

  • Miscellaneous

  • Insurance

  • Finance - Others

  • Finance - NBFC

  • IT - Software

  • Fertilizers

  • Electric Equipment

  • Breweries & Distilleries

  • Finance - Investment

  • Hotel, Resort & Restaurants

  • Airlines

  • Automobile Two & Three Wheelers

  • Edible Oil

  • Electronics - Components

  • Chemicals

  • Consumer Food

  • Consumer Durables - Domestic Appliances

  • Cigarettes/Tobacco

  • Retailing

  • Finance - Stock Broking

  • BPO/ITeS

  • Construction - Real Estate

  • Bearings

  • Tyres & Allied

  • Telecommunication - Service Provider

  • Paints

  • Finance - Housing

  • Medical Equipment/Supplies/Accessories

  • Bank - Public

  • Pesticides & Agrochemicals

  • Textile

  • e-Commerce

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Fund Manager

  • Cash

  • Equity

  • Rights

  • Sov

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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 ₹1,872.27 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 ₹0.03(0.3%)yesterday to ₹8.874.

Among its top 3 holdings the fund has exposure to Net Receivables/(Payables), 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