Edelweiss Business Cycle Fund Regular-IDCW Payout

Fund Details

NAV 8.6762

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 1.86

Fund Size(in Crores) 1498.46

Fund Performance

1 Month -0.8%

3 Month -2.43%

6 Month -2.6%

1 Year -1.6%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 08 Jun 2026

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

Equity (99.46%) Market Cap Large Cap 49.76 Mid Cap 45.34 Small Cap 4.36 Top Sectors Financial 35.05 Healthcare 12.85 Automobile 9.44 Metals & Mining 7.39 Services 7.05 Energy 6.92 Capital Goods 6.58 Chemicals 3.12 Insurance 2.59 Materials 2.57 Consumer Staples 2.27 Communication 1.71 Consumer Discretionary 1.17 Technology 0.75 Top Holding Abbott India 0.83 Aditya Birla Capital 1.14 Alkem Laboratories 1.04 APL Apollo Tubes 1.81 Ashok Leyland 2.17 Asian Paints 1.34 Aster DM Healthcare 1.26 AU Small Finance Bank 4.04 Axis Bank 1.19 Bajaj Finance 1 Bajaj Finserv 0.63 Bharat Electronics 2.48 Bharat Petroleum Corporation 0.85 Bharti Airtel 1.71 BSE 1.81 Canara Bank 2.99 Cholamandalam Financial 1.06 Coromandel International 0.93 Eicher Motors 2.09 Endurance Technologies 0.94 Fortis Healthcare 1.66 FSN E-Commerce Ventures 1.71 GE Vernova T&D 3.28 Glenmark Pharmaceuticals 3.14 HDFC Bank 0.51 Hero Motocorp 1.02 Hindalco Industries 2.39 Hindustan Petroleum Corporation 0.89 ICICI Bank 1.51 ICICI Prudential 1.03 Indian Bank 3.26 Indian Oil Corporation 1.06 Infosys 0.75 Interglobe Aviation 0.96 Jindal Stainless 0.94 JK Cement 1.24 Karur Vysya Bank 0.93 Laurus Labs 2.2 L&T Fin 1.04 Lupin 1.63 Mahindra & Mahindra 1.28 Mahindra & Mahindra Financial Services 0.85 Marico 1.15 Maruti Suzuki India 0.97 Max Financial Services 0.9 MCX 2.57 Muthoot Finance 3.36 National Aluminium Company 1.35 Navin Fluorine International 1.09 NMDC 0.9 Oil India 0.92 ONGC 2.08 Polycab India 0.81 Punjab National Bank 0.97 Radico Khaitan 1.12 Reliance Industries 1.11 SBI Life Insurance Company 1.56 Shriram Finance 1.55 State Bank of India 3.07 Sundaram Finance 0.78 Sun Pharmaceutical Industries 1.08 The Federal Bank 1.94 Titan Company 1.17 TVS Motor Company 0.94 TVS Motor Company - Pref. Shares 0.03 Union Bank of India 2.34 UPL 1.1

Debt & Others (0.5500000000000003%) Sector Allocation Net Payables -2.53 CBLO 2.41 Treasury Bills 0.66 Debt Credit Ratings Debt Category Reserve Bank of India 0.66 Others -0.12

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -0.8% Ret 1Y -0.6% Ret 3Y 11.85% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -0.8% Ret 1Y -0.6% Ret 3Y 11.85% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -1.84% Ret 1Y -2.02% Ret 3Y 13.29% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -1.84% Ret 1Y -2.02% Ret 3Y 13.29% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -1.84% Ret 1Y -2.02% Ret 3Y 13.29% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -1.5% Ret 1Y -3.78% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -1.5% Ret 1Y -3.78% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -1.5% Ret 1Y -3.78% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -2.27% Ret 1Y -1.2% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -2.27% Ret 1Y -1.2% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -2.27% Ret 1Y -1.2% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.11%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

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

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

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.

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) 12

Date of Incorporation 2024-07-29

Total AUM 174960.36

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.