Home Mf Research Edelweiss Business Cycle Fund Regular Plan Growth

Edelweiss Business Cycle Fund - Regular Plan - Growth

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Fund info
NAV (as on 2025-07-18)
8.92 -0.95%
AUM (Fund Size)
71
Expense Ratio
N/A
Exit load
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
Risk
Very High risk
AMC
Edelweiss Mutual Fund
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-11 ₹1,000.00 ₹998.11
-0.19 %
Two Week 2025-07-03 ₹1,000.00 ₹984.52
-1.55 %
One Month 2025-06-18 ₹1,000.00 ₹1,012.12
1.21 %
Three Months 2025-04-21 ₹3,000.00 ₹3,112.74
3.76 %
Six Months 2025-01-20 ₹6,000.00 ₹6,377.55
6.29 %
Since Inception 2024-07-29 ₹12,000.00 ₹11,953.90
-0.38 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity 73%
Debt 2%
Others 0%

Sectors Holding in Edelweiss Business Cycle Fund - Regular Plan - Growth

Pharmaceuticals & Biotechnology
8%
Fertilizers & Agrochemicals
3%
IT - Software
5%
Banks
9%
Healthcare Services
6%
Agricultural Food & Other Products
3%
Electrical Equipment
3%
Automobiles
2%
Finance
6%
Beverages
2%
Retailing
3%
Insurance
3%
Capital Markets
3%
Chemicals & Petrochemicals
2%
Transport Services
2%
Realty
1%
Textiles & Apparels
1%
Consumer Durables
1%
Leisure Services
2%
Auto Components
3%
Non - Ferrous Metals
1%
Industrial Products
1%
Telecom - Services
2%
Agricultural, Commercial & Construction Vehicles
1%
IT - Services
1%
Cigarettes & Tobacco Products
0%
Industrial Manufacturing
0%
Healthcare Equipment & Supplies
0%
Other
1%

Companies Holding in Edelweiss Business Cycle Fund - Regular Plan - Growth

Divi's Laboratories Ltd.
4.49%
Coromandel International Ltd.
3.69%
Persistent Systems Ltd.
3.56%
Kotak Mahindra Bank Ltd.
3.18%
Fortis Healthcare Ltd.
3.16%
Marico Ltd.
3.15%
HDFC Bank Ltd.
2.58%
GlaxoSmithKline Pharmaceuticals Ltd.
2.54%
GE Vernova T&D India Limited
2.44%
Tech Mahindra Ltd.
2.34%
TVS Motor Company Ltd.
2.28%
Max Healthcare Institute Ltd.
2.28%
Bajaj Finserv Ltd.
2.27%
ICICI Bank Ltd.
2.24%
United Spirits Ltd.
2.13%
Avenue Supermarts Ltd.
2.13%
Max Financial Services Ltd.
2.10%
BSE Ltd.
2.09%
Solar Industries India Ltd.
2.09%
Muthoot Finance Ltd.
2.05%
InterGlobe Aviation Ltd.
2.03%
AU Small Finance Bank Ltd.
1.97%
Anant Raj Ltd.
1.95%
Page Industries Ltd.
1.89%
PG Electroplast Ltd.
1.68%
Jubilant Foodworks Ltd.
1.67%
Abbott India Ltd.
1.39%
Samvardhana Motherson International Ltd.
1.31%
Bajaj Finance Ltd.
1.22%
Hindustan Zinc Ltd.
1.19%
Cholamandalam Financial Holdings Ltd.
1.18%
SBI Life Insurance Company Ltd.
1.12%
Axis Bank Ltd.
1.10%
Polycab India Ltd.
1.10%
Schaeffler India Ltd.
1.10%
The Indian Hotels Company Ltd.
1.09%
Indus Towers Ltd.
1.08%
CG Power And Industrial Solutions Ltd.
1.07%
Ashok Leyland Ltd.
1.05%
Bharti Airtel Ltd.
1.04%
Multi Commodity Exchange Of India Ltd.
1.03%
UNO Minda Ltd.
1.03%
Sun Pharmaceutical Industries Ltd.
1.02%
Aster DM Healthcare Ltd.
1.01%
Affle 3i Ltd.
1.00%
Godfrey Phillips India Ltd.
0.98%
United Breweries Ltd.
0.98%
Coforge Ltd.
0.97%
SBI Cards & Payment Services Ltd.
0.95%
Berger Paints (I) Ltd.
0.95%
MRF Ltd.
0.94%
Sundaram Finance Ltd.
0.89%
PNB Housing Finance Ltd.
0.89%
Kaynes Technology India Ltd.
0.88%
Poly Medicure Ltd.
0.80%
Piramal Pharma Ltd.
0.78%
Union Bank Of India
0.52%
UPL Ltd.
0.17%
Cholamandalam Investment & Finance Company Ltd.
0.40%
FSN E-Commerce Ventures Ltd.26/06/2025
1.93%
Cholamandalam Investment & Finance Company Ltd.26/06/2025
0.56%
BSE Ltd.26/06/2025
0.45%
Kaynes Technology India Ltd.26/06/2025
0.06%
182 DAYS TBILL RED 27-06-2025
0.54%
91 DAYS TBILL RED 05-06-2025
0.27%
364 DAYS TBILL RED 10-07-2025
0.27%
91 DAYS TBILL RED 17-07-2025
0.27%
Clearing Corporation Of India Ltd.
1.27%
Accrued Interest
0.00%
Net Receivables/(Payables)
0.72%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Risk-O-Meter

Investors understand that their principal will be at
Very High Risk

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
N/A
Expense Ratio Direct
N/A
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Mr. Bhavesh Jain
Experience
Mr. Bharat Lahoti
Experience
For Overseas Securities: Mr. Amit Vora
Experience

Exit load

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

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