Edelweiss Business Cycle Fund Direct Growth

Edelweiss Business Cycle Fund Direct Growth

Equity
Thematic
Very High Risk
1M
6M
1Y
All
NAV: 22 Jan '26
₹9.02
Min. SIP amount
₹100
Fund size
₹1,696.88 Cr
Expense ratio
0.48%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹62,449
+4.08%

Holdings (69)

NameSectorInstrumentsAssets
Muthoot Finance Ltd.FinancialEquity4.04%
AU Small Finance Bank Ltd.FinancialEquity3.72%
Canara BankFinancialEquity3.13%
Indian BankFinancialEquity2.95%
Fortis Healthcare Ltd.HealthcareEquity2.95%
Glenmark Pharmaceuticals Ltd.HealthcareEquity2.82%
State Bank of IndiaFinancialEquity2.60%
Bharti Hexacom Ltd.CommunicationEquity2.33%
JK Cement Ltd.ConstructionEquity2.31%
Maruti Suzuki India Ltd.AutomobileEquity2.25%
GE Vernova T&D India LtdCapital GoodsEquity2.23%
Eicher Motors Ltd.AutomobileEquity2.16%
Laurus Labs Ltd.HealthcareEquity2.15%
Punjab National BankFinancialEquity2.10%
Ashok Leyland Ltd.AutomobileFutures2.10%
The Federal Bank Ltd.FinancialEquity2.08%
Hero Motocorp Ltd.AutomobileEquity2.02%
Union Bank of IndiaFinancialEquity1.97%
UPL Ltd.ChemicalsEquity1.93%
FSN E-Commerce Ventures Ltd.ServicesEquity1.88%
Multi Commodity Exchange Of India Ltd.ServicesEquity1.84%
Shriram Finance LtdFinancialEquity1.63%
UNO Minda Ltd.AutomobileEquity1.59%
ICICI Bank Ltd.FinancialEquity1.57%
TVS Motor Company Ltd.AutomobileEquity1.55%
SBI Life Insurance Company Ltd.InsuranceEquity1.54%
Mahindra & Mahindra Ltd.AutomobileEquity1.43%
HDFC Bank Ltd.FinancialEquity1.42%
Cummins India Ltd.Capital GoodsEquity1.42%
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue))CommunicationPPE1.36%
Asian Paints Ltd.ChemicalsEquity1.35%
Hindalco Industries Ltd.Metals & MiningEquity1.32%
BSE Ltd.ServicesEquity1.28%
Cholamandalam Financial Holdings Ltd.FinancialEquity1.24%
Aster DM Healthcare Ltd.HealthcareEquity1.21%
Affle 3I Ltd.TechnologyEquity1.12%
APL Apollo Tubes Ltd.Metals & MiningEquity1.11%
SRF Ltd.ChemicalsEquity1.11%
Indian Oil Corporation Ltd.EnergyEquity1.09%
IDFC First Bank Ltd.FinancialEquity1.06%
Axis Bank Ltd.FinancialEquity1.06%
Hindustan Petroleum Corporation Ltd.EnergyEquity1.05%
L&T Finance Ltd.FinancialEquity1.04%
Aditya Birla Capital Ltd.FinancialEquity1.04%
Bajaj Finserv Ltd.FinancialEquity1.02%
Sun Pharmaceutical Industries Ltd.HealthcareEquity1.02%
The Phoenix Mills Ltd.ConstructionEquity1.01%
Divi's Laboratories Ltd.HealthcareEquity1.01%
Coromandel International Ltd.ChemicalsEquity1.01%
Max Financial Services Ltd.FinancialEquity0.99%
Navin Fluorine International Ltd.ChemicalsEquity0.98%
Marico Ltd.Consumer StaplesEquity0.98%
Hyundai Motor India Ltd.AutomobileEquity0.97%
Schaeffler India Ltd.Capital GoodsEquity0.96%
Godfrey Phillips India Ltd.Consumer StaplesEquity0.96%
Bajaj Finance Ltd.FinancialEquity0.96%
Radico Khaitan Ltd.Consumer StaplesEquity0.95%
Alkem Laboratories Ltd.HealthcareEquity0.94%
Endurance Technologies Ltd.AutomobileEquity0.92%
Global Health Ltd.HealthcareEquity0.90%
Premier Energies Ltd.EnergyEquity0.82%
FSN E-Commerce Ventures Ltd.ServicesFutures0.68%
Lupin Ltd.HealthcareEquity0.62%
Bharti Airtel Ltd.CommunicationEquity0.45%
Reserve Bank of IndiaFinancialT-Bills0.29%
Reserve Bank of IndiaFinancialT-Bills0.29%
Bosch Ltd.AutomobileEquity0.18%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.02%
Ashok Leyland Ltd.AutomobileEquity0.00%
See All

Minimum investments

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

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns+0.7%+0.5%+5.2%-7.8%
Category average (Equity Thematic)-----0.6%--
Rank (Equity Thematic)449--

Exit load, stamp duty and tax

Exit load

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

Stamp duty on investment: 0.005% (from July 1st, 2020)

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%.
Check past data

Fund management

BJ
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

BL
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

AV
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

About Edelweiss Business Cycle Fund Direct Growth

Edelweiss Business Cycle Fund Direct Growth is a Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008. Bhavesh Jain is the Current Fund Manager of Edelweiss Business Cycle Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,68,087 Cr and the Latest NAV as of 22 Jan 2026 is ₹9.02. The Edelweiss Business Cycle Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 1%, if redeemed within 90 days. ;

Investment Objective

The scheme 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.;
Fund benchmarkNIFTY 500 Total Return Index

Fund house

Rank (total assets)#15 in India
Total AUM₹1,68,086.73 Cr
Date of Incorporation30 Apr 2008
Phone+91 22 4093 3400
E-mailNA
Launch Date30 Apr 2008
AddressEdelweiss HouseOff C.S.T. Road,Kalina Mumbai 400098
CustodianStandard Chartered Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,