Edelweiss Business Cycle Fund - Direct Plan - Growth
Edelweiss Asset Management Limited · Direct Plan · Growth
Fund overview
1% on or before 90D, Nil after 90D
Returns & rankings
| Period | Fund Returns | Category Avg. | Rank | VS Category |
|---|---|---|---|---|
| … | ||||
Green = fund outperformed the category average for that period; red = underperformed. Periods under 1 year always show absolute (non-annualised) returns. Past performance does not guarantee future returns.
Return calculator
One-time investment
₹1,000
| Over the past | Total investment | Would've become | Returns |
|---|---|---|---|
| 1 Year | ₹1,000 | ₹948 | +-52 |
| 3 Years | ₹1,000 | ₹852 | +-148 |
| 5 Years | ₹1,000 | ₹766 | +-234 |
Calculated using the fund's annualised return since inception (-5.2% p.a.) as period-wise historical returns aren't available in the current feed. Actual returns fluctuate and are not guaranteed. Mutual fund investments are subject to market risks.
Holdings
76 securitiesTop 10 holdings make up 22.9% of the portfolio.
| Security | Sector | Market Cap | Weight |
|---|---|---|---|
| Laurus Labs Ltd | Pharmaceuticals & Biotechnology | Mid Cap | 3.09% |
| Radico Khaitan Ltd | Beverages | Mid Cap | 2.90% |
| Cummins India Ltd | Industrial Products | Large Cap | 2.83% |
| ICICI Bank Ltd | Banks | Large Cap | 2.75% |
| Federal Bank Ltd | Banks | Mid Cap | 2.58% |
| FSN E-Commerce Ventures Ltd | Retailing | Mid Cap | 2.54% |
| Glenmark Pharmaceuticals Ltd | Pharmaceuticals & Biotechnology | Mid Cap | 2.17% |
| GE T&D India Ltd | Electrical Equipment | Mid Cap | 2.03% |
| Steel Authority Of India Ltd | Ferrous Metals | Mid Cap | 1.99% |
| Grasim Industries Ltd | Cement & Cement Products | Large Cap | 1.97% |
Portfolio Allocation
Equity / Debt / Cash
Total Value
₹1,344 Cr
Market Cap Split
Total Value
100%
Equity sector allocation
Total Value
₹1,321 Cr
Debt sector allocation
Total Value
₹3 Cr
Allocation By Credit Quality (Debt)
Exit load, stamp duty & tax
29-Jul-24
1% on or before 90D, Nil after 90D
0.005% (from July 1st, 2020)
Taxation depends on the fund category and holding period. Consult the scheme document or a tax advisor for details.
Risk & Performance Ratios (1Y)
| Standard Deviation | -- |
| Beta | -- |
| Sharpe Ratio | -- |
| Sortino Ratio | -- |
| Treynor Ratio | -- |
| Jensen's Alpha | -- |
| Information Ratio | -- |
| R-Squared | -- |
| Max Drawdown | -- |
| Upside Capture | -- |
| Downside Capture | -- |
Fund management
Scheme Details
Investment objective
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.
Fund house
Edelweiss Asset Management Limited
Frequently asked questions
What is the NAV of Edelweiss Business Cycle Fund - Direct Plan - Growth?
The NAV of Edelweiss Business Cycle Fund - Direct Plan - Growth is ₹8.88 as of 21 Oct 2026. NAV is updated at the end of every trading day.
How much expense ratio is charged by Edelweiss Business Cycle Fund - Direct Plan - Growth?
The expense ratio charged by Edelweiss Business Cycle Fund - Direct Plan - Growth is 1.32%.
What is the Min. SIP of Edelweiss Business Cycle Fund - Direct Plan - Growth?
The minimum SIP investment in Edelweiss Business Cycle Fund - Direct Plan - Growth is ₹100 per month.
What is the Min. Lumpsum of Edelweiss Business Cycle Fund - Direct Plan - Growth?
The minimum lumpsum investment in Edelweiss Business Cycle Fund - Direct Plan - Growth is ₹100.
What is the Exit Load of Edelweiss Business Cycle Fund - Direct Plan - Growth?
The exit load for Edelweiss Business Cycle Fund - Direct Plan - Growth is: 1% on or before 90D, Nil after 90D
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