Edelweiss Business Cycle Fund Direct Growth

Equity
Thematic
Very High Risk
1M
6M
1Y
All
NAV: 12 Sep 2025
₹8.94
Rating
NA
Min. SIP amount
₹100
Fund size
₹1,800.55Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (62)

NameSectorInstrumentAssets
HealthcareEquity4.40%
HealthcareEquity4.05%
HealthcareEquity3.92%
ChemicalsEquity3.75%
FinancialEquity3.08%
FinancialEquity3.08%
Capital GoodsEquity2.91%
FinancialEquity2.75%
Consumer StaplesEquity2.64%
HealthcareEquity2.49%
FinancialEquity2.47%
InsuranceEquity2.36%
ServicesEquity2.25%
ServicesEquity2.21%
InsuranceEquity2.12%
AutomobileEquity2.12%
FinancialEquity2.11%
FSN E-Commerce Ventures Ltd.
ServicesFutures2.09%
Consumer StaplesEquity2.07%
TechnologyEquity2.01%
NA
NAEquity1.99%
ChemicalsEquity1.98%
FinancialEquity1.94%
Page Industries Ltd.
TextilesFutures1.85%
TechnologyEquity1.81%
FinancialEquity1.81%
ServicesEquity1.76%
HealthcareEquity1.71%
HealthcareEquity1.65%
ServicesEquity1.65%
Capital GoodsEquity1.58%
Consumer StaplesEquity1.54%
SBI Cards And Payment Services Ltd.
FinancialFutures1.37%
InsuranceEquity1.34%
ServicesEquity1.24%
ServicesEquity1.18%
FinancialEquity1.17%
FinancialEquity1.14%
TechnologyEquity1.11%
ConstructionEquity1.08%
HealthcareEquity1.07%
Capital GoodsEquity1.06%
CommunicationPPE1.05%
AutomobileEquity0.99%
HealthcareEquity0.96%
Consumer StaplesEquity0.95%
ChemicalsEquity0.93%
CommunicationEquity0.93%
Capital GoodsEquity0.83%
FinancialEquity0.83%
FinancialEquity0.80%
HealthcareEquity0.68%
HealthcareEquity0.61%
FinancialEquity0.60%
Glenmark Pharmaceuticals Ltd.
HealthcareFutures0.46%
FinancialEquity0.44%
Union Bank of India
FinancialFutures0.43%
ChemicalsEquity0.30%
Reserve Bank of India
FinancialT-Bills0.27%
Reserve Bank of India
FinancialT-Bills0.26%
ServicesEquity0.00%
TextilesEquity0.00%
See All

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Returns and rankings

Category: Equity Thematic
Absolute returns
3M6M1YAll
Fund returns-1.2%14.2%-12.9%-11.6%
Category averageNANA-2.8%NA
Rank with in category966973NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.42%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 90 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Bhavesh Jain
Jul 2024 - Present
View details

Education
Mr. Jain is a MMS (Finance) from Mumbai University.
Experience
Prior to joining Edelweiss Mutual Fund he was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
Also manages these schemes

Bharat Lahoti
Jul 2024 - Present
View details

Education
Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies
Experience
Prior to joining Edelweiss Asset Management Limited as a Fund Manager - Equity and a Key Person , he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager - Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector.
Also manages these schemes

Amit Vora
Jul 2024 - Present
View details

Education
Mr. Vora has done B.Com from University of Mumbai
Experience
Antique Stock Broking Ltd, D.E. Shaw India Securities Pvt. Ltd, Derivium Tradition Securities (India) Pvt Ltd, Tower Capital & Securities Pvt Ltd and B&K Securities
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Edelweiss HouseOff C.S.T. Road,Kalina Mumbai 400098
Phone
+91 22 4093 3400
Launch Date
30 Apr 2008
E-mail
NA
Edelweiss Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Pros and cons

Category: Equity Thematic

Pros

Lower expense ratio: 0.42%

Cons

1Y annualised returns lower than category average by 9.01%

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