Edelweiss Business Cycle Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Explore On
Rating:
Key Metrics
Aum
₹1,381.35 Cr
Expense Ratio
2.10%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
29 Jul 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +1.27% | -- |
| 3 Months | -1.82% | -- |
| 6 Months | -1.83% | -- |
| 1 Year | +2.73% | +2.73% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | -12.21% | -7.01% |
Holdings as on 16 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| AU Small Finance Bank | 60.52 | 4.04 |
| Muthoot Finance | 50.35 | 3.36 |
| GE Vernova T&D India | 49.13 | 3.28 |
| Indian Bank | 48.91 | 3.26 |
| Glenmark Pharmaceuticals | 47.04 | 3.14 |
| State Bank of India | 45.95 | 3.07 |
| Canara Bank | 44.76 | 2.99 |
| Multi Commodity Exchange Of India | 38.47 | 2.57 |
| Bharat Electronics | 37.24 | 2.48 |
| Clearing Corporation Of India Ltd. | 36.18 | 2.41 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Invesco India PSU Equity Fund Growth | +8.48% | +27.63% | +23.69% |
| Quant Quantamental Fund Regular Growth | +12.01% | +19.93% | +19.43% |
| Motilal Oswal Business Cycle Fund Regular Growth | -9.16% | -- | -- |
| Sundaram Business Cycle Fund Regular Growth | -1.71% | -- | -- |
| Edelweiss Business Cycle Fund Regular Growth | +2.73% | -- | -- |
Results are calculated on CAGR basis
About Fund
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.
The Edelweiss Business Cycle Fund Regular Growth has an AUM of 1381.35 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.10%. The minimum investment in Edelweiss Business Cycle Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include AU Small Finance Bank, Muthoot Finance, GE Vernova T&D India, Indian Bank.
The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Consumer Financial Services, Auto & Truck Manufacturers.
Some of the similar funds are Invesco India PSU Equity Fund Growth, Quant Quantamental Fund Regular Growth, Motilal Oswal Business Cycle Fund Regular Growth, Sundaram Business Cycle Fund Regular Growth, Edelweiss Business Cycle Fund Regular Growth. Edelweiss Business Cycle Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Edelweiss Business Cycle Fund Regular Growth has a Medium risk & Moderate return.
Edelweiss Business Cycle Fund Regular Growth is managed by Bhavesh Jain,Bharat Lahoti,Amit Vora.
The expense ratio of Edelweiss Business Cycle Fund Regular Growth is 2.10%.
The 5 year annualized return on Edelweiss Business Cycle Fund Regular Growth is 0.00% & it has generated 2.73% in the last 1 year.
The minimum investment in Edelweiss Business Cycle Fund Regular Growth is 100 Rs.
Edelweiss Business Cycle Fund Regular Growth has an AUM of 1381.35 crores.
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