Edelweiss Business Cycle Fund - Growth - Regular Plan

Other Plans and Options
  • (-0.59%)Nav, as on 11-07-2025

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  • Net Change on 11-07-2025

  • 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 8.36 27.54 31.74 1.58 29,462.53
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 -2.57 28.65 30.01 1.81 6,760.92
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 1.82 16.56 19.29 1.93 5,831.87
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 -5.04 37.07 30.61 1.86 5,427.44
UTI-Transpotation and Logistics Fund-Growth Option Apr 16, 2004 -2.95 22.90 27.05 1.93 3,588.60

Fund Holdings as on 30-June-2025

  • Divi's Laboratories Ltd.

  • Max Healthcare Institute Ltd.

  • Coromandel International Ltd.

  • Fortis Healthcare Ltd.

  • Max Financial Services Ltd.

  • United Spirits Ltd.

  • Clearing Corporation of India Ltd.

  • Net Receivables/(Payables)

  • GlaxoSmithKline Pharmaceuticals Ltd.

  • Muthoot Finance Ltd.

  • Marico Ltd.

  • GE Vernova T&D India Limited

  • Kotak Mahindra Bank Ltd.

  • HDFC Bank Ltd.

  • Solar Industries India Ltd.

  • Axis Bank Ltd.

  • SBI Life Insurance Company Ltd.

  • TVS Motor Company Ltd.

  • The Indian Hotels Company Ltd.

  • HDFC Life Insurance Company Ltd.

  • InterGlobe Aviation Ltd.

  • Coforge Ltd.

  • ICICI Bank Ltd.

  • AU Small Finance Bank Ltd.

  • Persistent Systems Ltd.

  • Premier Energies Ltd.

  • BSE Ltd.

  • Jubilant Foodworks Ltd.

  • Abbott India Ltd.

  • Anant Raj Ltd.

  • PG Electroplast Ltd.

  • Glenmark Pharmaceuticals Ltd.

  • Multi Commodity Exchange Of India Ltd.

  • Cholamandalam Financial Holdings Ltd.

  • Avenue Supermarts Ltd.

  • Bajaj Finserv Ltd.

  • Union Bank of India

  • Life Insurance Corporation of India

  • Affle 3i Ltd.

  • Bharti Airtel Ltd.

  • Indus Towers Ltd.

  • Aster DM Healthcare Ltd.

  • Schaeffler India Ltd.

  • Godfrey Phillips India Ltd.

  • Berger Paints (I) Ltd.

  • MRF Ltd.

  • United Breweries Ltd.

  • PNB Housing Finance Ltd.

  • Suzlon Energy Ltd.

  • Sundaram Finance Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Poly Medicure Ltd.

  • Page Industries Ltd.

  • UPL Ltd.

  • UPL Ltd.

  • 364 DAYS TBILL RED 10-07-2025

  • 91 DAYS TBILL RED 17-07-2025

  • SBI Cards & Payment Services Ltd.

  • FSN E-Commerce Ventures Ltd.

  • Accrued Interest

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Miscellaneous

  • Insurance

  • Finance - Others

  • IT - Software

  • Consumer Food

  • Breweries & Distilleries

  • Finance - NBFC

  • Fertilizers

  • Electric Equipment

  • Finance - Investment

  • Chemicals

  • Automobile Two & Three Wheelers

  • Hotel, Resort & Restaurants

  • Airlines

  • Electronics - Components

  • Construction - Real Estate

  • Consumer Durables - Domestic Appliances

  • Finance - Stock Broking

  • Retailing

  • Bank - Public

  • BPO/ITeS

  • Telecommunication - Service Provider

  • Bearings

  • Cigarettes/Tobacco

  • Paints

  • Tyres & Allied

  • Finance - Housing

  • Medical Equipment/Supplies/Accessories

  • Textile

  • Pesticides & Agrochemicals

  • e-Commerce

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Fund Manager

  • Cash

  • Equity

  • 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 ₹1,940.74 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(-0.59%)yesterday to ₹8.9331.

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