Edelweiss Business Cycle Fund - Growth - Regular Plan

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  • 0.23 %Nav, as on 16-10-2025

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  • Net Change on 16-10-2025

  • 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 3.54 23.59 33.04 1.58 30,802.31
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 0.97 30.54 28.38 1.75 7,766.16
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 -1.11 26.93 29.96 1.82 6,607.50
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated -0.82 14.74 17.66 1.94 5,613.26
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -4.48 30.04 34.00 1.80 5,532.51

Fund Holdings as on 30-September-2025

  • Muthoot Finance Ltd.

  • Fortis Healthcare Ltd.

  • Divi's Laboratories Ltd.

  • Bosch Ltd.

  • ICICI Bank Ltd.

  • GE Vernova T&D India Limited

  • Coromandel International Ltd.

  • Net Receivables/(Payables)

  • JK Cement Ltd.

  • Glenmark Pharmaceuticals Ltd.

  • HDFC Bank Ltd.

  • Mankind Pharma Ltd.

  • Max Financial Services Ltd.

  • Premier Energies Ltd.

  • AU Small Finance Bank Ltd.

  • Max Healthcare Institute Ltd.

  • Hindustan Unilever Ltd.

  • Torrent Pharmaceuticals Ltd.

  • TVS Motor Company Ltd.

  • Solar Industries India Ltd.

  • Schaeffler India Ltd.

  • Coforge Ltd.

  • Godfrey Phillips India Ltd.

  • HDFC Life Insurance Company Ltd.

  • Marico Ltd.

  • Abbott India Ltd.

  • Bharti Hexacom Ltd.

  • Clearing Corporation of India Ltd.

  • State Bank of India

  • Maruti Suzuki India Ltd.

  • Larsen & Toubro Ltd.

  • Multi Commodity Exchange Of India Ltd.

  • Cholamandalam Financial Holdings Ltd.

  • Life Insurance Corporation of India

  • Grasim Industries Ltd.

  • ITC Ltd.

  • Aster DM Healthcare Ltd.

  • Affle 3i Ltd.

  • Indian Bank

  • The Indian Hotels Company Ltd.

  • InterGlobe Aviation Ltd.

  • Union Bank of India

  • Bharti Airtel Ltd.

  • Zydus Lifesciences Ltd.

  • Bharti Airtel Ltd.

  • GlaxoSmithKline Pharmaceuticals Ltd.

  • SRF Ltd.

  • Biocon Ltd.

  • Amber Enterprises India Ltd.

  • Hitachi Energy India Ltd.

  • Radico Khaitan Ltd.

  • PNB Housing Finance Ltd.

  • Jindal Stainless Ltd.

  • UPL Ltd.

  • PG Electroplast Ltd.

  • 364 DAYS TBILL RED 13-11-2025

  • 364 DAYS TBILL RED 27-11-2025

  • Avenue Supermarts Ltd.

  • 6% TVS MOTOR CO LTD NCRPS

  • Accrued Interest

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  • Pharmaceuticals & Drugs

  • Bank - Private

  • Hospital & Healthcare Services

  • Finance - NBFC

  • Miscellaneous

  • Electric Equipment

  • Bank - Public

  • Auto Ancillary

  • Fertilizers

  • Cigarettes/Tobacco

  • Chemicals

  • Insurance

  • Cement & Construction Materials

  • Telecommunication - Service Provider

  • Finance - Others

  • Electronics - Components

  • Household & Personal Products

  • Automobile Two & Three Wheelers

  • Bearings

  • IT - Software

  • Edible Oil

  • Automobiles - Passenger Cars

  • Engineering - Construction

  • Finance - Stock Broking

  • Finance - Investment

  • Diversified

  • BPO/ITeS

  • Airlines

  • Hotel, Resort & Restaurants

  • Air Conditioners

  • Breweries & Distilleries

  • Finance - Housing

  • Steel & Iron Products

  • Pesticides & Agrochemicals

  • Consumer Durables - Domestic Appliances

  • Retailing

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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 ₹1,749.73 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(0.23%)yesterday to ₹8.9721.

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