e.g. Tata motors, Reliance MF, 500570

Edelweiss Business Cycle Fund - Direct Plan - Growth

Equity Large Cap Very High

NAV on (29 Apr 2026 )

₹9.03

(-0.01%)

Fund Size

₹1381.35 Crores

1Y Returns

5.85 %

 

Earn 1% Higher Returns on Direct Funds

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Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

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.

AMC

Edelweiss Asset Management Ltd.

Fund Details

Launch Date

July 9, 2024

Fund Manager

Mr. Bhavesh Jain

Initial Price

10

AUM Fund

1381.35 Cr

Min investment

Rs 5000

Expense Ratio

0.53%

SIP Minimum Investment

Daily - Rs. 100 and in Multiples of Re. 1 thereafter. Minimum 15 Installments.Weekly - Rs. 100 and in Multiples of Re. 1 thereafter. Minimum 6 Installments.Fortnightly - Rs. 100 and in Multiples of Re. 1 thereafter. Minimum 6 Installments.Monthly - Rs. 100 and in Multiples of Re. 1 thereafter.Minimum 6 Installments.Quarterly - Rs. 100 and in Multiples of Re. 1 thereafter. Minimum 6 Installments.

Exit Load

If the units are redeemed /switched out on or before 90 days from the date of allotment - 1% of the appliable NAV.If the units are redeemed /switched out after 90 days from the date of allotment - NIL.

1 Month

+7.56%

6 Months

-1.85%

1 Year

+5.85%

2 Years (CAGR)

NA

3 Years (CAGR)

NA

5 Years (CAGR)

NA

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
43.87% 101.38% ₹3935.83
43.11% 98.14% ₹3935.83
29.26% 0.00% ₹4616.45
29.26% 0.00% ₹4616.45
29.25% 109.11% ₹110.26

Holdings

Indian Bank 3.51%
Canara Bank 2.97%
Lupin Ltd. 1.77%
Clearing Corporation of India Ltd. 1.71%
BSE Ltd. 1.57%
Marico Ltd. 1.18%
UPL Ltd. 1.06%
364 DAYS TBILL RED 04-06-2026 0.36%
364 DAYS TBILL RED 02-04-2026 0.36%
91 DAYS TBILL RED 23-04-2026 0.36%
Infosys Ltd. 0.04%
Net Receivables/(Payables) 0.04%
Accrued Interest 0.00%

Sector Allocation

Finance 15.16%
Banks 19.01%
Pharmaceuticals and health care 12.98%
Power 2.90%
Electronics 2.50%
Service 4.99%
Metals - Non Ferrous 3.63%
Petroleum 4.97%
Auto 8.14%
Iron and Steel 2.94%
Fertilisers 1.79%
Telecommunications 1.99%
Miscellaneous 4.59%
Cement 1.29%
Paints and Pigments 1.28%
Personal Care 1.18%
Consumer Durables 1.14%
Automobiles 1.14%
Chemicals 2.13%
Auto Ancillaries 0.97%
Petrochemicals 0.97%
Beverages - Alcoholic 0.93%
Cables 0.51%
Information Technology 0.04%
Address
Edelweiss House,Off. C.S.T Road, Kalina, Mumbai Maharashtra India 400098
Phone
+91 22 40979737
Fax
+91 22 40979878
Launch Date
July 9, 2024
Custodian
Standard Chartered Bank, HDFC Bank ,ICICI Bank Ltd
Registrar & Transfer Agent
KFIN Technologies Pvt. Ltd.

Frequently Asked Questions

Q: What is the current NAV of Edelweiss Business Cycle Fund - Direct Plan - Growth?

A: The latest NAV of Edelweiss Business Cycle Fund - Direct Plan - Growth is ₹ 9.03 as on 29 Apr 2026.

Q: What type of mutual fund is Edelweiss Business Cycle Fund - Direct Plan - Growth?

A: Edelweiss Business Cycle Fund - Direct Plan - Growth is a 'Equity - Large Cap' type mutual fund managed by 'Edelweiss Asset Management Ltd.'.

Q: What is the expense ratio of Edelweiss Business Cycle Fund - Direct Plan - Growth?

A: The expense ratio of Edelweiss Business Cycle Fund - Direct Plan - Growth is 0.53%, which impacts overall returns.

Q: Who manages Edelweiss Business Cycle Fund - Direct Plan - Growth?

A: Edelweiss Business Cycle Fund - Direct Plan - Growth is managed by Mr. Bhavesh Jain, who oversees investment strategy and portfolio decisions.

Q: Is Edelweiss Business Cycle Fund - Direct Plan - Growth a good investment?

A: Edelweiss Business Cycle Fund - Direct Plan - Growth may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of Edelweiss Business Cycle Fund - Direct Plan - Growth?

A: The exit load of Edelweiss Business Cycle Fund - Direct Plan - Growth is If the units are redeemed /switched out on or before 90 days from the date of allotment - 1% of the appliable NAV.If the units are redeemed /switched out after 90 days from the date of allotment - NIL., applicable if redeemed within the specified period.

Q: How is Edelweiss Business Cycle Fund - Direct Plan - Growth taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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