Edelweiss Business Cycle Fund - Growth - Regular Plan

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  • (-0.34%)Nav, as on 02-07-2025

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  • Net Change on 02-07-2025

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  • Assets (Cr.)

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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 11.07 28.80 32.40 1.60 28,204.24
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 2.94 35.30 31.41 1.77 6,863.66
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 -1.92 29.93 30.81 1.82 6,588.71
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 2.86 17.97 20.09 1.93 5,715.31
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -5.19 36.33 31.74 1.79 5,581.82

Fund Holdings as on 31-May-2025

  • Divi's Laboratories Ltd.

  • Coromandel International Ltd.

  • Persistent Systems Ltd.

  • Kotak Mahindra Bank Ltd.

  • Fortis Healthcare Ltd.

  • Marico Ltd.

  • HDFC Bank Ltd.

  • GlaxoSmithKline Pharmaceuticals Ltd.

  • GE Vernova T&D India Limited

  • Tech Mahindra Ltd.

  • TVS Motor Company Ltd.

  • Max Healthcare Institute Ltd.

  • Bajaj Finserv Ltd.

  • ICICI Bank Ltd.

  • United Spirits Ltd.

  • Avenue Supermarts Ltd.

  • Max Financial Services Ltd.

  • BSE Ltd.

  • Solar Industries India Ltd.

  • Muthoot Finance Ltd.

  • InterGlobe Aviation Ltd.

  • AU Small Finance Bank Ltd.

  • Anant Raj Ltd.

  • Page Industries Ltd.

  • PG Electroplast Ltd.

  • Jubilant Foodworks Ltd.

  • Abbott India Ltd.

  • Samvardhana Motherson International Ltd.

  • Clearing Corporation of India Ltd.

  • Bajaj Finance Ltd.

  • Hindustan Zinc Ltd.

  • Cholamandalam Financial Holdings Ltd.

  • SBI Life Insurance Company Ltd.

  • Axis Bank Ltd.

  • Polycab India Ltd.

  • Schaeffler India Ltd.

  • The Indian Hotels Company Ltd.

  • Indus Towers Ltd.

  • CG Power and Industrial Solutions Ltd.

  • Ashok Leyland Ltd.

  • Bharti Airtel Ltd.

  • Multi Commodity Exchange Of India Ltd.

  • UNO Minda Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Aster DM Healthcare Ltd.

  • Affle 3i Ltd.

  • Godfrey Phillips India Ltd.

  • United Breweries Ltd.

  • Coforge Ltd.

  • SBI Cards & Payment Services Ltd.

  • Berger Paints (I) Ltd.

  • MRF Ltd.

  • Sundaram Finance Ltd.

  • PNB Housing Finance Ltd.

  • Kaynes Technology India Ltd.

  • Poly Medicure Ltd.

  • Piramal Pharma Ltd.

  • Net Receivables/(Payables)

  • 182 DAYS TBILL RED 27-06-2025

  • Union Bank of India

  • UPL Ltd.

  • Cholamandalam Investment & Finance Company Ltd.

  • 91 DAYS TBILL RED 05-06-2025

  • 364 DAYS TBILL RED 10-07-2025

  • 91 DAYS TBILL RED 17-07-2025

  • UPL Ltd.

  • FSN E-Commerce Ventures Ltd.

  • Accrued Interest

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • IT - Software

  • Hospital & Healthcare Services

  • Finance - NBFC

  • Consumer Food

  • Finance - Others

  • Fertilizers

  • Electric Equipment

  • Finance - Investment

  • Breweries & Distilleries

  • Auto Ancillary

  • Automobile Two & Three Wheelers

  • Retailing

  • Chemicals

  • Airlines

  • Miscellaneous

  • Construction - Real Estate

  • Textile

  • Consumer Durables - Domestic Appliances

  • Metal - Non Ferrous

  • Insurance

  • Cable

  • Bearings

  • Hotel, Resort & Restaurants

  • Telecommunication - Service Provider

  • Automobiles-Trucks/Lcv

  • Finance - Stock Broking

  • BPO/ITeS

  • Cigarettes/Tobacco

  • Paints

  • Tyres & Allied

  • Finance - Housing

  • Electronics - Components

  • Medical Equipment/Supplies/Accessories

  • Bank - Public

  • Pesticides & Agrochemicals

  • 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 ₹1,839.81 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 ₹-0.03(-0.34%)yesterday to ₹9.0769.

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