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Edelweiss Mutual Fund · Equity: Thematic-Business-Cycle
Edelweiss Business Cycle Fund - Regular Plan - Growth
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.
Benchmark · NIFTY 500 TRITER · 2.10%Inception · 30-07-2024
NAV
₹8.78
+1.38% · as of 14-05-2026
Since inception
-7.28%
CAGR
Benchmark (inception)
12.11%
CAGR
Fund size
₹15 Cr
AUM
Expense ratio
2.10%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +-7.28% CAGR vs benchmark +12.11%.
Portfolio
Where the money is invested
Top holdings
AU SMALL FINANCE BANK LIMITED EQ3.63%
Indian Bank3.51%
STATE BANK OF INDIA EQ NEW RE. 1/-3.05%
GLENMARK PHARMACEUTICALS LIMITED EQ NEW FV RE.1/-3.02%
Canara Bank2.97%
GE T&D INDIA LIMITED EQ NEW RS. 2/-2.90%
MUTHOOT FINANCE LIMITED EQ2.68%
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-2.50%
Multi Commodity Exchange of India Ltd2.38%
Union Bank of India2.34%
Sector allocation
Financial Services41.15%
Healthcare12.98%
Capital Goods9.54%
Automobile and Auto Components7.48%
Oil, Gas & Consumable Fuels7.07%
Metals & Mining4.57%
Chemicals3.92%
Consumer Durables2.42%
Fast Moving Consumer Goods2.11%
Telecommunication1.99%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ -7.3% p.a.₹10,000
10 years
Projected value
₹8,48,987
Invested: ₹12,00,000
Gained: -₹3,51,013
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Bhavesh Jain, Mr. Bharat Lahoti & Mr. Amit Vora
Manager since fund inception data not available
ISIN & identifiers
AMFI code
152724
ISIN (Growth)
INF754K01SW8
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Business-Cycle funds
Invesco India Business Cycle Fund Gr
₹12.86
1Y
+14.1%
3Y
+0.0%
5Y
+0.0%
Mahindra Manulife Business Cycle Fund Reg Gr
₹15.23
1Y
+6.7%
3Y
+0.0%
5Y
+0.0%
DSP Business Cycle Fund Reg Gr
₹10.09
1Y
+4.8%
3Y
+0.0%
5Y
+0.0%
Union Business Cycle Reg Gr
₹11.22
1Y
+4.8%
3Y
+0.0%
5Y
+0.0%
Kotak Business Cycle Fund Reg Gr
₹16.01
1Y
+4.2%
3Y
+16.2%
5Y
+0.0%
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