Edelweiss Business Cycle Fund - Growth - Regular Plan

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  • (-2.01%)Nav, as on 13-02-2026

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  • Net Change on 13-02-2026

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  • 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 14.52 23.37 24.10 1.57 35,142.92
ICICI Prudential Business Cycle Fund Growth Jan 18, 2021 18.09 22.57 19.11 1.68 15,808.40
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 19.49 25.64 22.33 1.84 6,315.87
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 28.78 33.64 28.45 1.85 5,979.80
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 9.59 13.97 11.43 1.94 5,514.13

Fund Holdings as on 31-January-2026

  • Muthoot Finance Ltd.

  • AU Small Finance Bank Ltd.

  • Indian Bank

  • Canara Bank

  • State Bank of India

  • Glenmark Pharmaceuticals Ltd.

  • Union Bank of India

  • GE Vernova T&D India Limited

  • Clearing Corporation of India Ltd.

  • Bharat Electronics Ltd.

  • Multi Commodity Exchange Of India Ltd.

  • Eicher Motors Ltd.

  • Hindalco Industries Ltd.

  • Coromandel International Ltd.

  • FSN E-Commerce Ventures Ltd.

  • The Federal Bank Ltd.

  • Laurus Labs Ltd.

  • APL Apollo Tubes Ltd.

  • SBI Life Insurance Company Ltd.

  • Shriram Finance Ltd.

  • Hero MotoCorp Ltd.

  • ICICI Bank Ltd.

  • Fortis Healthcare Ltd.

  • ICICI Prudential Life Insurance Co Ltd.

  • BSE Ltd.

  • Lupin Ltd.

  • Mahindra & Mahindra Ltd.

  • Bharti Airtel Ltd.

  • Asian Paints Ltd.

  • JK Cement Ltd.

  • National Aluminium Company Ltd.

  • Axis Bank Ltd.

  • Cholamandalam Financial Holdings Ltd.

  • Indian Oil Corporation Ltd.

  • IDFC First Bank Ltd.

  • Aditya Birla Capital Ltd.

  • Punjab National Bank

  • Bajaj Finserv Ltd.

  • Alkem Laboratories Ltd.

  • Reliance Industries Ltd.

  • Marico Ltd.

  • Max Financial Services Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • L&T Finance Ltd.

  • Maruti Suzuki India Ltd.

  • Oil & Natural Gas Corporation Ltd.

  • HDFC Bank Ltd.

  • Infosys Ltd.

  • Bharat Petroleum Corporation Ltd.

  • Aster DM Healthcare Ltd.

  • InterGlobe Aviation Ltd.

  • Mahindra & Mahindra Financial Services Ltd

  • Bajaj Finance Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • Jindal Stainless Ltd.

  • TVS Motor Company Ltd.

  • SRF Ltd.

  • Endurance Technologies Ltd.

  • Navin Fluorine International Ltd.

  • UPL Ltd.

  • Oil India Ltd.

  • Karur Vysya Bank Ltd.

  • Bharti Hexacom Ltd.

  • Radico Khaitan Ltd.

  • Sundaram Finance Ltd.

  • Abbott India Ltd.

  • Bajaj Auto Ltd.

  • 364 DAYS TBILL RED 05-02-2026

  • 364 DAYS TBILL RED 02-04-2026

  • 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

  • Finance - Others

  • Electric Equipment

  • Defence

  • Automobiles - Passenger Cars

  • Miscellaneous

  • Finance - Investment

  • Finance - Stock Broking

  • Metal - Non Ferrous

  • Oil Exploration

  • Fertilizers

  • e-Commerce

  • Chemicals

  • Paints

  • Cement & Construction Materials

  • Aluminium & Aluminium Products

  • Edible Oil

  • IT - Software

  • Airlines

  • Auto Ancillary

  • Pesticides & Agrochemicals

  • Telecommunication - Service Provider

  • Breweries & Distilleries

  • 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 ₹1,586.82 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 ₹-0.18(-2.01%)yesterday to ₹8.9424.

Among its top 3 holdings the fund has exposure to Muthoot Finance 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