Edelweiss Business Cycle Fund - Growth - Regular Plan

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  • 0.42 %Nav, as on 14-01-2026

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  • Net Change on 14-01-2026

  • 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 15.68 22.76 24.87 1.57 34,778.96
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 13.70 23.75 23.24 1.83 6,549.15
UTI-Transpotation and Logistics Fund-Growth Option Apr 16, 2004 23.60 25.01 20.68 1.91 4,083.94
Tata Ethical Fund Regular Plan - Growth May 24, 1996 1.63 11.85 12.43 1.90 3,817.44
ICICI Prudential Commodities Fund - Growth Option Oct 15, 2019 25.07 16.86 23.47 1.96 3,408.52

Fund Holdings as on 31-December-2025

  • Muthoot Finance Ltd.

  • AU Small Finance Bank Ltd.

  • Canara Bank

  • Indian Bank

  • Fortis Healthcare Ltd.

  • Clearing Corporation of India Ltd.

  • Glenmark Pharmaceuticals Ltd.

  • State Bank of India

  • Bharti Hexacom Ltd.

  • JK Cement Ltd.

  • Maruti Suzuki India Ltd.

  • GE Vernova T&D India Limited

  • Eicher Motors Ltd.

  • Laurus Labs Ltd.

  • Punjab National Bank

  • The Federal Bank Ltd.

  • Hero MotoCorp Ltd.

  • Union Bank of India

  • UPL Ltd.

  • FSN E-Commerce Ventures Ltd.

  • Multi Commodity Exchange Of India Ltd.

  • Shriram Finance Ltd.

  • UNO Minda Ltd.

  • ICICI Bank Ltd.

  • TVS Motor Company Ltd.

  • SBI Life Insurance Company Ltd.

  • Mahindra & Mahindra Ltd.

  • HDFC Bank Ltd.

  • Cummins India Ltd.

  • Bharti Airtel Ltd.

  • Asian Paints Ltd.

  • Hindalco Industries Ltd.

  • BSE Ltd.

  • Cholamandalam Financial Holdings Ltd.

  • Aster DM Healthcare Ltd.

  • Affle 3i Ltd.

  • APL Apollo Tubes Ltd.

  • SRF Ltd.

  • Indian Oil Corporation Ltd.

  • IDFC First Bank Ltd.

  • Axis Bank Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • L&T Finance Ltd.

  • Aditya Birla Capital Ltd.

  • Bajaj Finserv Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • The Phoenix Mills Ltd.

  • Divi's Laboratories Ltd.

  • Coromandel International Ltd.

  • Max Financial Services Ltd.

  • Navin Fluorine International Ltd.

  • Marico Ltd.

  • Hyundai Motor India Ltd.

  • Schaeffler India Ltd.

  • Godfrey Phillips India Ltd.

  • Bajaj Finance Ltd.

  • Radico Khaitan Ltd.

  • Alkem Laboratories Ltd.

  • Endurance Technologies Ltd.

  • Global Health Ltd.

  • Premier Energies Ltd.

  • Lupin Ltd.

  • Bharti Airtel Ltd.

  • 91 DAYS TBILL RED 08-01-2026

  • 364 DAYS TBILL RED 05-02-2026

  • Bosch 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

  • Hospital & Healthcare Services

  • Automobiles - Passenger Cars

  • Telecommunication - Service Provider

  • Auto Ancillary

  • Miscellaneous

  • Cement & Construction Materials

  • Finance - Investment

  • Finance - Others

  • Electric Equipment

  • Refineries

  • Chemicals

  • Pesticides & Agrochemicals

  • e-Commerce

  • Finance - Stock Broking

  • Insurance

  • Diesel Engines

  • Paints

  • Metal - Non Ferrous

  • BPO/ITeS

  • Steel & Iron Products

  • Construction - Real Estate

  • Fertilizers

  • Edible Oil

  • Cigarettes/Tobacco

  • Bearings

  • Breweries & Distilleries

  • Trading

  • 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 ₹1,696.88 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 ₹0.04(0.42%)yesterday to ₹8.9791.

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