Edelweiss Business Cycle Fund Direct Growth

Equity
Thematic
Very High Risk
1M
All
NAV: 13 Dec 2024₹9.71
Min. SIP amount₹100
RatingNA
Fund size₹1,947.51Cr

Return calculator

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

Returns and rankings

Category: Equity Thematic
Absolute returns
3M3M6MAll
Fund returns-3.5%-3.5%NA-3.3%
Category averageNANANANA
Rank with in category7171NANA
Understand terms

Holdings (59)

NameSectorInstrumentAssets
AutomobileEquity4.82%
Consumer DiscretionaryEquity4.32%
AutomobileEquity3.58%
Consumer DiscretionaryEquity3.00%
FinancialEquity2.99%
ServicesEquity2.98%
ServicesEquity2.92%
Metals & MiningEquity2.43%
Capital GoodsEquity2.40%
ServicesEquity2.39%
ServicesEquity2.39%
HealthcareEquity2.39%
TechnologyEquity2.34%
Capital GoodsEquity2.18%
TechnologyEquity2.17%
HealthcareEquity2.11%
ServicesEquity2.09%
FinancialEquity2.06%
HealthcareEquity2.00%
HealthcareEquity2.00%
HealthcareEquity1.98%
TechnologyEquity1.98%
HealthcareEquity1.97%
FinancialEquity1.94%
EnergyEquity1.79%
Capital GoodsEquity1.33%
TechnologyEquity1.27%
Capital GoodsEquity1.24%
Metals & MiningEquity1.20%
CommunicationEquity1.20%
AutomobileEquity1.19%
EnergyEquity1.18%
Capital GoodsEquity1.16%
ServicesEquity1.11%
Consumer DiscretionaryEquity1.08%
TechnologyEquity1.08%
ConstructionEquity1.07%
FinancialEquity1.05%
FinancialEquity1.05%
Capital GoodsEquity1.04%
FinancialEquity1.03%
ChemicalsEquity1.03%
Capital GoodsEquity1.02%
FinancialEquity1.02%
HealthcareEquity1.01%
Capital GoodsEquity1.01%
Capital GoodsEquity1.01%
HealthcareEquity1.00%
Capital GoodsEquity0.99%
ConstructionEquity0.99%
AutomobileEquity0.99%
ChemicalsEquity0.99%
HealthcareEquity0.99%
EnergyEquity0.98%
EnergyEquity0.98%
AutomobileEquity0.98%
FinancialEquity0.98%
Consumer StaplesEquity0.97%
EnergyEquity0.93%
See All

Expense ratio, exit load and tax

Expense ratio: 0.34%

Inclusive of GST

Exit load

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

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

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

Fund management

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,

Compare funds

Edelweiss Business Cycle Fund Direct Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2024 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 5.5.9
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  IDFC |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ