Edelweiss Business Cycle Fund - Growth - Regular Plan

Other Plans and Options
  • 0.81 %Nav, as on 21-05-2025

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  • Net Change on 21-05-2025

  • 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 13.91 26.12 34.40 1.61 27,197.33
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 7.14 34.33 34.04 1.79 6,484.96
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 1.85 26.25 33.12 1.83 6,230.97
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 8.18 16.68 22.59 1.94 5,555.82
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -5.27 31.03 34.90 1.80 5,390.83

Fund Holdings as on 30-April-2025

  • Clearing Corporation of India Ltd.

  • Divi's Laboratories Ltd.

  • Coromandel International Ltd.

  • Muthoot Finance Ltd.

  • Persistent Systems Ltd.

  • Bajaj Finance Ltd.

  • Marico Ltd.

  • Fortis Healthcare Ltd.

  • Samvardhana Motherson International Ltd.

  • HDFC Bank Ltd.

  • Lupin Ltd.

  • Kotak Mahindra Bank Ltd.

  • Indus Towers Ltd.

  • Max Healthcare Institute Ltd.

  • ICICI Bank Ltd.

  • Bajaj Finserv Ltd.

  • Hindustan Zinc Ltd.

  • InterGlobe Aviation Ltd.

  • Multi Commodity Exchange Of India Ltd.

  • Jubilant Foodworks Ltd.

  • Trent Ltd.

  • PB Fintech Ltd.

  • Solar Industries India Ltd.

  • GE Vernova T&D India Limited

  • Anant Raj Ltd.

  • Torrent Power Ltd.

  • Vedanta Ltd.

  • Cholamandalam Financial Holdings Ltd.

  • The Indian Hotels Company Ltd.

  • United Breweries Ltd.

  • Tech Mahindra Ltd.

  • Bharti Airtel Ltd.

  • Polycab India Ltd.

  • Tata Consultancy Services Ltd.

  • Eicher Motors Ltd.

  • CG Power and Industrial Solutions Ltd.

  • ICICI Lombard General Insurance Co. Ltd.

  • The Phoenix Mills Ltd.

  • SRF Ltd.

  • Blue Star Ltd.

  • 360 One Wam Ltd.

  • Infosys Ltd.

  • UNO Minda Ltd.

  • SBI Cards & Payment Services Ltd.

  • Wipro Ltd.

  • Bharti Airtel Ltd.

  • Coforge Ltd.

  • L&T Technology Services Ltd.

  • Piramal Pharma Ltd.

  • Ashok Leyland Ltd.

  • KEI Industries Ltd.

  • 182 DAYS TBILL RED 27-06-2025

  • Cholamandalam Investment & Finance Company Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Net Receivables/(Payables)

  • 91 DAYS TBILL RED 05-06-2025

  • 364 DAYS TBILL RED 10-07-2025

  • Avenue Supermarts Ltd.

  • BSE Ltd.

  • Central Depository Services (I) Ltd.

  • FSN E-Commerce Ventures Ltd.

  • Page Industries Ltd.

  • Accrued Interest

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  • IT - Software

  • Miscellaneous

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Bank - Private

  • Hospital & Healthcare Services

  • Consumer Food

  • Auto Ancillary

  • Metal - Non Ferrous

  • Fertilizers

  • Finance - Investment

  • Telecommunication - Service Provider

  • Electric Equipment

  • Chemicals

  • Construction - Real Estate

  • Airlines

  • Finance - Stock Broking

  • Retailing

  • Fintech

  • Cable

  • Power Generation/Distribution

  • Hotel, Resort & Restaurants

  • Breweries & Distilleries

  • Automobile Two & Three Wheelers

  • Insurance

  • Air Conditioners

  • Finance - Others

  • Automobiles-Trucks/Lcv

  • Depository Services

  • e-Commerce

  • Textile

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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 ₹1,763.02 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 ₹0.07(0.81%)yesterday to ₹8.5952.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India 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