Edelweiss Business Cycle Fund Regular-Growth

Fund Details

NAV 8.6973

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 2.25

Fund Size(in Crores) 1344.1

Fund Performance

1 Month -1.19%

3 Month -1.35%

6 Month -0.93%

1 Year -3.51%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 30 Oct 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (98.97%) Market Cap Large Cap 46 Mid Cap 43.63 Small Cap 9.34 Top Sectors Capital Goods 17.83 Financial 17.52 Healthcare 16.64 Automobile 10.14 Metals & Mining 8.02 Services 7.72 Technology 7.03 Consumer Staples 5.72 Energy 2.16 Materials 1.97 Chemicals 1.83 Consumer Discretionary 1.64 Communication 0.73 Top Holding P N Gadgil Jewellers 0.05 Bharat Heavy Electricals 1.52 Apar Industries 1.95 Tempsens Instruments (India) 0.9 Schaeffler India 1.05 National Aluminium Company 1.14 Solar Industries India 0.62 State Bank of India 0.99 Steel Authority Of India 1.99 Oracle Financial Services Software 1.42 Hero Motors 0.95 Hindalco Industries 1.96 Tata Consultancy 0.46 Sun Pharmaceutical Industries 0.99 Ashok Leyland 0.87 Bharat Forge 1.24 Navin Fluorine International 1.21 Mazagon Dock Shipbuilders 0.82 Indian Bank 1.08 Cummins India 2.83 Divi's Laboratories 1.73 Coforge 1.69 NTPC 1.13 TVS Motor Company 1.48 SPR Auto Technologies 1.42 HCL Technologies 1.32 Titan Company 1.59 MCX 1.68 Mahindra & Mahindra Financial Services 0.8 Rentomojo 0.7 Hitachi Energy India 1.94 AU Small Finance Bank 1.96 Avenue Supermarts 1.59 Aurobindo Pharma 1.31 Lupin 0.91 Infosys 0.46 Welspun Corp 0.76 Aditya Birla Capital 0.5 Union Bank of India 1.03 L&T Fin 0.45 Laurus Labs 3.09 Bajaj Finance 1.07 The Federal Bank 2.58 Dhoot Transmission 0.64 INDO-MIM 1.56 Kei Industries 0.68 Glenmark Pharmaceuticals 2.17 FSN E-Commerce Ventures 2.54 Aster DM Quality Care 0.73 Vodafone Idea 0.73 GE Vernova T&D 2.03 Reliance Industries 1.03 Polycab India 1.46 JSW Steel 0.93 ABB India 1.65 Ather Energy 1.76 Bharat Electronics 0.76 Info Edge (India) 1.21 Emcure Pharmaceuticals 1.06 Torrent Pharmaceuticals 1.02 Radico Khaitan 2.9 Grasim Industries 1.97 Fortis Healthcare 1.15 Shriram Finance 1.28 Tata Steel 1.23 Acutaas Chemicals 0.99 Persistent Systems 1.69 Bajaj Auto 1.94 Karur Vysya Bank 1.15 ICICI Bank 2.75 Marico 0.87 Abbott India 0.62 Bajaj Finserv 1.89 Eicher Motors 0.49 Alkem Laboratories 0.88

Debt & Others (1.0299999999999998%) Sector Allocation CBLO 0.93 Treasury Bills 0.22 Cash 0 Debt Credit Ratings Debt Category Others 0.81 Reserve Bank of India 0.22

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -2.16% Ret 1Y -1.41% Ret 3Y 11.46% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -2.16% Ret 1Y -1.41% Ret 3Y 11.46% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -2.7% Ret 1Y -4.03% Ret 3Y 11.11% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -2.7% Ret 1Y -4.03% Ret 3Y 11.11% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -2.7% Ret 1Y -4.03% Ret 3Y 11.11% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -0.84% Ret 1Y -10.23% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -0.84% Ret 1Y -10.23% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -0.84% Ret 1Y -10.23% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -3.56% Ret 1Y -2.85% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -3.56% Ret 1Y -2.85% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -3.56% Ret 1Y -2.85% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.74%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Bharat Lahoti

Education Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies

Experience Prior to joining Edelweiss Asset Management Limited as a Fund Manager - Equity and a Key Person , he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager - Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector.

Amit Vora

Education Mr. Vora has done B.Com from University of Mumbai

Experience Antique Stock Broking Ltd, D.E. Shaw India Securities Pvt. Ltd, Derivium Tradition Securities (India) Pvt Ltd, Tower Capital & Securities Pvt Ltd and B&K Securities

Bhavesh Jain

Education Mr. Jain is a MMS (Finance) from Mumbai University.

Experience Prior to joining Edelweiss Mutual Fund he was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 9

Date of Incorporation 2024-07-29

Total AUM 173112.93

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.