Edelweiss Business Cycle Fund - Growth - Regular Plan

  • Previous Nav

  • Net Change on 14-11-2025

  • 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 13.33 22.87 31.04 1.57 32,669.01
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 9.28 29.58 25.87 1.75 8,188.58
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 10.69 25.55 28.10 1.82 6,715.37
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 6.64 13.56 16.03 1.94 5,719.57
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 9.71 29.42 31.41 1.85 5,714.14

Fund Holdings as on 31-October-2025

  • Muthoot Finance Ltd.

  • Fortis Healthcare Ltd.

  • Divi's Laboratories Ltd.

  • Bosch Ltd.

  • GE Vernova T&D India Limited

  • ICICI Bank Ltd.

  • Coromandel International Ltd.

  • JK Cement Ltd.

  • HDFC Bank Ltd.

  • Glenmark Pharmaceuticals Ltd.

  • AU Small Finance Bank Ltd.

  • Mankind Pharma Ltd.

  • Premier Energies Ltd.

  • InterGlobe Aviation Ltd.

  • Max Financial Services Ltd.

  • Coforge Ltd.

  • Solar Industries India Ltd.

  • Max Healthcare Institute Ltd.

  • TVS Motor Company Ltd.

  • Hindustan Unilever Ltd.

  • Torrent Pharmaceuticals Ltd.

  • Net Receivables/(Payables)

  • Schaeffler India Ltd.

  • HDFC Life Insurance Company Ltd.

  • Godfrey Phillips India Ltd.

  • Bharti Hexacom Ltd.

  • Marico Ltd.

  • Multi Commodity Exchange Of India Ltd.

  • State Bank of India

  • Abbott India Ltd.

  • Larsen & Toubro Ltd.

  • Maruti Suzuki India Ltd.

  • Aster DM Healthcare Ltd.

  • Grasim Industries Ltd.

  • ITC Ltd.

  • Cholamandalam Financial Holdings Ltd.

  • Union Bank of India

  • Indian Bank

  • Life Insurance Corporation of India

  • Bharti Airtel Ltd.

  • Clearing Corporation of India Ltd.

  • The Indian Hotels Company Ltd.

  • Affle 3i Ltd.

  • Bharti Airtel Ltd.

  • Zydus Lifesciences Ltd.

  • SRF Ltd.

  • Biocon Ltd.

  • GlaxoSmithKline Pharmaceuticals Ltd.

  • UPL Ltd.

  • Radico Khaitan Ltd.

  • PNB Housing Finance Ltd.

  • Hitachi Energy India Ltd.

  • Jindal Stainless Ltd.

  • 364 DAYS TBILL RED 13-11-2025

  • 364 DAYS TBILL RED 27-11-2025

  • Avenue Supermarts Ltd.

  • 6% TVS MOTOR CO LTD NCRPS 01-09-2026

  • Amber Enterprises India Ltd.

  • Accrued Interest

View More
  • Pharmaceuticals & Drugs

  • Bank - Private

  • Hospital & Healthcare Services

  • Finance - NBFC

  • Electric Equipment

  • Bank - Public

  • Auto Ancillary

  • Miscellaneous

  • Chemicals

  • Cigarettes/Tobacco

  • Insurance

  • Fertilizers

  • Telecommunication - Service Provider

  • Cement & Construction Materials

  • Electronics - Components

  • Airlines

  • Finance - Others

  • IT - Software

  • Automobile Two & Three Wheelers

  • Household & Personal Products

  • Bearings

  • Edible Oil

  • Finance - Stock Broking

  • Engineering - Construction

  • Automobiles - Passenger Cars

  • Diversified

  • Finance - Investment

  • Hotel, Resort & Restaurants

  • BPO/ITeS

  • Pesticides & Agrochemicals

  • Breweries & Distilleries

  • Finance - Housing

  • Steel & Iron Products

  • Retailing

  • Air Conditioners

View More

Fund Manager

  • Cash

  • Equity

  • Preference Shares

  • Rights

  • SOVEREIGN

View More

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 ₹1,774.17 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 ₹0.02(0.27%)yesterday to ₹8.9429.

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