Edelweiss Business Cycle Fund Regular-IDCW Reinvestment

Fund Details

NAV 7.9498

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 1.65

Fund Size(in Crores) 1589.43

Fund Performance

1 Month -12.28%

3 Month -11.59%

6 Month -10.02%

1 Year -1.74%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 24 Mar 2026

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

Equity (99.65%) Market Cap Small Cap 8.07 Mid Cap 41.49 Large Cap 50.09 Top Sectors Financial 37.19 Healthcare 11.72 Automobile 10.86 Energy 7.04 Services 6.14 Metals & Mining 6.03 Capital Goods 5.08 Chemicals 4 Insurance 3.15 Materials 2.47 Communication 2.17 Consumer Staples 1.92 Consumer Discretionary 1.09 Technology 0.78 Top Holding Coromandel International 1.81 National Aluminium Company 1.13 Laurus Labs 2.03 Endurance Technologies 1.01 Aditya Birla Capital 1.07 Bajaj Auto 0.53 Muthoot Finance 3.1 Eicher Motors 2.22 Bharat Petroleum Corporation 1.03 Interglobe Aviation 1.02 ICICI Prudential 1.51 Canara Bank 3.29 L&T Fin 0.99 Radico Khaitan 0.81 Reliance Industries 1.02 Titan Company 1.09 Fortis Healthcare 1.6 Punjab National Bank 1.08 Bajaj Finserv 0.68 Bharti Hexacom 0.9 Lupin 1.53 Union Bank of India 2.67 Asian Paints 1.22 HDFC Bank 0.55 Abbott India 0.82 UPL 1.03 Navin Fluorine International 0.94 Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) 1.26 Bharat Electronics 2.42 APL Apollo Tubes 2 SBI Life Insurance Company 1.65 MCX 2.12 Bajaj Finance 1 Karur Vysya Bank 0.97 Ashok Leyland 2.67 Indian Oil Corporation 1.31 Alkem Laboratories 1.03 Max Financial Services 0.97 Hero Motocorp 1.08 Axis Bank 1.23 State Bank of India 3.25 IDFC First Bank 0.97 Shriram Finance 1.68 Mahindra & Mahindra 1.33 BSE 1.38 Hindalco Industries 2.01 Maruti Suzuki India 1.02 Oil India 0.86 Infosys 0.78 GE Vernova T&D 2.66 TVS Motor Company - Pref. Shares 0.03 Sundaram Finance 0.9 Marico 1.1 FSN E-Commerce Ventures 1.62 Glenmark Pharmaceuticals 2.63 Sun Pharmaceutical Industries 0.98 Hindustan Petroleum Corporation 0.98 Cholamandalam Financial 1.18 Jindal Stainless 0.9 AU Small Finance Bank 3.59 SRF 0.22 Indian Bank 3.58 Mahindra & Mahindra Financial Services 0.96 The Federal Bank 1.91 ONGC 1.83 TVS Motor Company 0.98 ICICI Bank 1.55 Aster DM Healthcare 1.11 JK Cement 1.25

Debt & Others (0.3500000000000001%) Sector Allocation Net Payables -2.92 CBLO 2.64 Treasury Bills 0.63 Debt Credit Ratings Debt Category Reserve Bank of India 0.63 Others -0.27

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -8.3% Ret 1Y 1.94% Ret 3Y 12.99% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -8.3% Ret 1Y 1.94% Ret 3Y 12.99% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -12.66% Ret 1Y -3.24% Ret 3Y 13.68% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -12.66% Ret 1Y -3.24% Ret 3Y 13.68% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -12.66% Ret 1Y -3.24% Ret 3Y 13.68% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -13.2% Ret 1Y -6.27% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -13.2% Ret 1Y -6.27% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -13.2% Ret 1Y -6.27% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -9.33% Ret 1Y -5.14% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -9.33% Ret 1Y -5.14% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -9.33% Ret 1Y -5.14% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.09%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

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

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

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.

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 170941.27

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.