Edelweiss Business Cycle Fund Regular-Growth

Fund Details

NAV 8.921

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 1.52

Fund Size(in Crores) 1696.88

Fund Performance

1 Month -2.12%

3 Month -0.1%

6 Month 1.67%

1 Year 6.38%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 05 Feb 2026

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

Equity (99.53%) Market Cap Large Cap 45.51 Mid Cap 41.61 Small Cap 12.42 Top Sectors Financial 35.63 Automobile 15.2 Healthcare 13.63 Services 5.68 Chemicals 5.03 Capital Goods 4.62 Communication 4.13 Materials 3.66 Energy 2.96 Consumer Staples 2.89 Metals & Mining 2.43 Insurance 1.54 Technology 1.12 Construction 1.01 Top Holding Asian Paints 1.35 Bharti Airtel 0.45 Schaeffler India 0.96 TVS Motor Company - Pref. Shares 0.02 State Bank of India 2.6 Hindalco Industries 1.32 Ashok Leyland 2.1 Sun Pharmaceutical Industries 1.02 Navin Fluorine International 0.98 Hindustan Petroleum Corporation 1.05 Hyundai Motor 0.97 Coromandel International 1.01 Indian Bank 2.95 Divi's Laboratories 1.01 Cummins India 1.42 TVS Motor Company 1.55 MCX 1.84 AU Small Finance Bank 3.72 Lupin 0.62 Canara Bank 3.13 Endurance Technologies 0.92 Aditya Birla Capital 1.04 HDFC Bank 1.42 UNO Minda 1.59 Union Bank of India 1.97 BSE 1.28 Axis Bank 1.06 Maruti Suzuki India 2.25 Global Health 0.9 L&T Fin 1.04 Laurus Labs 2.15 Max Financial Services 0.99 Bajaj Finance 0.96 Muthoot Finance 4.04 IDFC First Bank 1.06 Bosch 0.18 SBI Life Insurance Company 1.54 The Federal Bank 2.08 Cholamandalam Financial 1.24 Mahindra & Mahindra 1.43 Glenmark Pharmaceuticals 2.82 FSN E-Commerce Ventures 2.56 Premier Energies 0.82 GE Vernova T&D 2.23 The Phoenix Mills 1.01 Hero Motocorp 2.02 Godfrey Phillips India 0.96 Radico Khaitan 0.95 Fortis Healthcare 2.95 Shriram Finance 1.63 Affle 3I 1.12 Bharti Hexacom 2.33 JK Cement 2.31 SRF 1.11 APL Apollo Tubes 1.11 Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) 1.36 Indian Oil Corporation 1.09 Aster DM Healthcare 1.21 Marico 0.98 ICICI Bank 1.57 Bajaj Finserv 1.02 Punjab National Bank 2.1 Eicher Motors 2.16 Alkem Laboratories 0.94 UPL 1.93

Debt & Others (0.48%) Sector Allocation CBLO 2.86 Treasury Bills 0.59 Cash 0 Debt Credit Ratings Debt Category Others -0.11 Reserve Bank of India 0.59

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -1.71% Ret 1Y 9.65% Ret 3Y 14.42% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -1.71% Ret 1Y 9.65% Ret 3Y 14.42% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -1.66% Ret 1Y 7.52% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -1.66% Ret 1Y 7.52% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -1.66% Ret 1Y 7.52% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -3.46% Ret 1Y 6.92% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -3.46% Ret 1Y 6.92% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -3.46% Ret 1Y 6.92% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -3.52% Ret 1Y -1.01% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -3.52% Ret 1Y -1.01% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -3.52% Ret 1Y -1.01% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.07%

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.

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.

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

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) 6

Date of Incorporation 2024-07-29

Total AUM 2025-12-31

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.