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Home Mf Research Edelweiss Business Cycle Fund Regular Plan Growth
Edelweiss Mutual Fund

Mutual Fund Research

Edelweiss Business Cycle Fund - Regular Plan - Growth

Edelweiss Mutual Fund Equity Equity Sectoral Thematic

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,026.75 +2.68%
Two Week 2026-10-19 ₹1,000.00 ₹1,014.96 +1.50%
One Month 2026-10-05 ₹1,000.00 ₹1,004.55 +0.45%
Three Months 2026-08-05 ₹3,000.00 ₹2,942.22 -1.93%
Six Months 2026-05-07 ₹6,000.00 ₹5,968.72 -0.52%
One Year 2025-11-03 ₹12,000.00 ₹12,050.36 +0.42%
Since Inception 2024-07-29 ₹28,000.00 ₹27,871.94 -0.46%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Pharmaceuticals & Biotechnology 14.77%
Banks 11.54%
Electrical Equipment 9.09%
IT - Software 7.04%
Finance 5.99%
Industrial Products 5.73%
Automobiles 5.67%
Retailing 5.34%
Auto Components 5.30%
Ferrous Metals 4.15%
Industrial Manufacturing 3.28%
Non - Ferrous Metals 3.10%
Beverages 2.90%
Cement & Cement Products 1.97%
Healthcare Services 1.88%
Chemicals & Petrochemicals 1.83%
Capital Markets 1.68%
Consumer Durables 1.64%
Other 1.47%
Power 1.13%
Petroleum Products 1.03%
Agricultural, Commercial & Construction Vehicles 0.87%
Agricultural Food & Other Products 0.87%
Aerospace & Defense 0.76%
Telecom - Services 0.73%
Commercial Services & Supplies 0.70%
SOVEREIGN 0.22%

Top Holdings

Company-wise portfolio exposure

Laurus Labs Ltd. 3.09%
Radico Khaitan Ltd. 2.90%
Cummins India Ltd. 2.83%
ICICI Bank Ltd. 2.75%
The Federal Bank Ltd. 2.58%
FSN E-Commerce Ventures Ltd. 2.54%
Glenmark Pharmaceuticals Ltd. 2.17%
GE Vernova T&D India Limited 2.03%
Steel Authority of India Ltd. 1.99%
Grasim Industries Ltd. 1.97%
AU Small Finance Bank Ltd. 1.96%
Hindalco Industries Ltd. 1.96%
Apar Industries Ltd. 1.95%
Hitachi Energy India Ltd. 1.94%
Bajaj Auto Ltd. 1.94%
Bajaj Finserv Ltd. 1.89%
Ather Energy Ltd. 1.76%
Divi's Laboratories Ltd. 1.73%
Coforge Ltd. 1.69%
Persistent Systems Ltd. 1.69%
Multi Commodity Exchange Of India Ltd. 1.68%
ABB India Ltd. 1.65%
Titan Company Ltd. 1.59%
Avenue Supermarts Ltd. 1.59%
INDO-MIM Ltd. 1.56%
Bharat Heavy Electricals Ltd. 1.52%
TVS Motor Company Ltd. 1.48%
Polycab India Ltd. 1.46%
Oracle Financial Services Software Ltd. 1.42%
SPR Auto Technologies Ltd. 1.42%
HCL Technologies Ltd. 1.32%
Aurobindo Pharma Ltd. 1.31%
Shriram Finance Ltd. 1.28%
Bharat Forge Ltd. 1.24%
Tata Steel Ltd. 1.23%
Navin Fluorine International Ltd. 1.21%
Info Edge (India) Ltd. 1.21%
Fortis Healthcare Ltd. 1.15%
Karur Vysya Bank Ltd. 1.15%
National Aluminium Company Ltd. 1.14%
NTPC Ltd. 1.13%
Indian Bank 1.08%
Bajaj Finance Ltd. 1.07%
Emcure Pharmaceuticals Ltd. 1.06%
Schaeffler India Ltd. 1.05%
Union Bank of India 1.03%
Reliance Industries Ltd. 1.03%
Torrent Pharmaceuticals Ltd. 1.02%
Acutaas Chemicals Ltd. 0.99%
Sun Pharmaceutical Industries Ltd. 0.99%
State Bank of India 0.99%
Hero Motors Ltd. 0.95%
JSW Steel Ltd. 0.93%
Lupin Ltd. 0.91%
Tempsens Instruments (India) Ltd. 0.90%
Alkem Laboratories Ltd. 0.88%
Ashok Leyland Ltd. 0.87%
Marico Ltd. 0.87%
Mazagon Dock Shipbuilders Ltd. 0.82%
Mahindra & Mahindra Financial Services Ltd 0.80%
Welspun Corp Ltd. 0.76%
Bharat Electronics Ltd. 0.76%
Vodafone Idea Ltd. 0.73%
Aster DM Quality Care Ltd. 0.73%
Rentomojo Ltd. 0.70%
Dhoot Transmission Ltd. 0.64%
Solar Industries India Ltd. 0.62%
Abbott India Ltd. 0.62%
Aditya Birla Capital Ltd. 0.50%
Eicher Motors Ltd. 0.49%
Infosys Ltd. 0.46%
Tata Consultancy Services Ltd. 0.46%
L&T Finance Ltd. 0.45%
P N Gadgil Jewellers Ltd. 0.05%
KEI Industries Ltd. 0.00%
KEI Industries Ltd.27/10/2026 0.68%
Ather Energy Ltd.27/10/2026 0.00%
364 DAYS TBILL RED 19-11-2026 0.22%
Clearing Corporation of India Ltd. 0.93%
Accrued Interest 0.00%
Net Receivables/(Payables) 0.54%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
18.89%
Return volatility
β
Beta
1.09
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 59.11% 48.18% 22.89%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 22.21% 29.08% 28.07%
Kotak Healthcare Fund - Regular Plan - Growth 21.83% 0.00% 19.25%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.17% 18.45% 15.90%
Nippon India - Japan Equity Fund - Regular Plan - Growth 20.05% 20.38% 8.48%
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.72% 0.00% 10.86%
Mirae Asset Healthcare Fund - Regular Plan - Growth 17.38% 22.11% 20.05%
Whiteoak Capital - Pharma And Healthcare Fund - Regular Plan - Growth 17.07% 0.00% 20.11%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth 16.66% 0.00% 8.50%
SBI Healthcare Opportunities Fund - Regular Plan - Growth 16.50% 23.22% 15.44%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from Edelweiss Mutual Fund by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Edelweiss US Value Equity Off Shore Fund - Regular Plan - Growth 28.88% 20.86% 11.94%
Edelweiss Emerging Markets Opportunities Equity Off-Shore Fund - Regular Plan - Growth 24.53% 24.61% 7.98%
Edelweiss Msci India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth 20.80% 20.76% 15.97%
Edelweiss Silver ETF - Regular Plan - Growth 17.73% 0.00% 33.18%
Edelweiss Gold And Silver ETF Fund Of Fund - Regular Plan - Growth 16.29% 31.77% 28.12%
Edelweiss Europe Dynamic Equity Off-Shore Fund - Regular Plan - Growth 16.11% 24.21% 8.98%
Edelweiss Recently Listed Ipo Fund - Regular Plan - Growth 15.63% 15.45% 14.05%
Edelweiss Gold ETF - Regular Plan - Growth 13.18% 0.00% 29.91%
Edelweiss Greater China Equity Off-Shore Fund - Regular Plan - Growth 7.79% 19.68% 10.52%
Edelweiss Asean Equity Off-Shore Fund - Regular Plan - Growth 6.58% 13.74% 8.26%

Returns are historical and do not guarantee future performance.

View All Edelweiss Mutual Fund Funds

Scheme Objective

The investment mandate and purpose of this scheme

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.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.78%
Expense Ratio (Direct)
1.32%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
NIFTY 500 TRI

Exit Load

Charges that may apply when you redeem units

• 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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