Edelweiss Business Cycle Fund Growth

Edelweiss Business Cycle Fund Growth

1M
6M
1Y
All
NAV: 15 May '26
₹8.73
Min. for SIP
₹100
Fund size (AUM)
₹1,498.47 Cr
Expense ratio
2.10%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,163
+1.09%
6 months₹30,000₹29,963
-0.12%
1 year₹60,000₹59,669
-0.55%

Holdings (70)

NameSectorInstrumentsAssets
AU Small Finance Bank Ltd.FinancialEquity4.04%
Muthoot Finance Ltd.FinancialEquity3.36%
GE Vernova T&D India LtdCapital GoodsEquity3.28%
Indian BankFinancialEquity3.26%
Glenmark Pharmaceuticals Ltd.HealthcareEquity3.14%
State Bank of IndiaFinancialEquity3.07%
Canara BankFinancialEquity2.99%
Multi Commodity Exchange Of India Ltd.ServicesEquity2.57%
Bharat Electronics Ltd.Capital GoodsEquity2.48%
Hindalco Industries Ltd.Metals & MiningEquity2.39%
Union Bank of IndiaFinancialFutures2.34%
Laurus Labs Ltd.HealthcareEquity2.20%
Ashok Leyland Ltd.AutomobileEquity2.17%
Eicher Motors Ltd.AutomobileEquity2.09%
Oil And Natural Gas Corporation Ltd.EnergyEquity2.08%
The Federal Bank Ltd.FinancialEquity1.94%
BSE Ltd.ServicesEquity1.81%
APL Apollo Tubes Ltd.Metals & MiningEquity1.81%
FSN E-Commerce Ventures Ltd.ServicesEquity1.71%
Bharti Airtel Ltd.CommunicationEquity1.71%
Fortis Healthcare Ltd.HealthcareEquity1.66%
Lupin Ltd.HealthcareEquity1.63%
SBI Life Insurance Company Ltd.InsuranceEquity1.56%
Shriram Finance LtdFinancialEquity1.55%
ICICI Bank Ltd.FinancialEquity1.51%
National Aluminium Company Ltd.Metals & MiningEquity1.35%
Asian Paints Ltd.ChemicalsEquity1.34%
Mahindra & Mahindra Ltd.AutomobileEquity1.28%
Aster DM Healthcare Ltd.HealthcareEquity1.26%
JK Cement Ltd.ConstructionEquity1.24%
Axis Bank Ltd.FinancialEquity1.19%
Titan Company Ltd.Consumer DiscretionaryEquity1.17%
Marico Ltd.Consumer StaplesEquity1.15%
Aditya Birla Capital Ltd.FinancialEquity1.14%
Radico Khaitan Ltd.Consumer StaplesEquity1.12%
Reliance Industries Ltd.EnergyEquity1.11%
UPL Ltd.ChemicalsEquity1.10%
Navin Fluorine International Ltd.ChemicalsEquity1.09%
Sun Pharmaceutical Industries Ltd.HealthcareEquity1.08%
Cholamandalam Financial Holdings Ltd.FinancialEquity1.06%
Indian Oil Corporation Ltd.EnergyEquity1.06%
Alkem Laboratories Ltd.HealthcareEquity1.04%
L&T Finance Ltd.FinancialEquity1.04%
ICICI Prudential Life Insurance Company Ltd.InsuranceEquity1.03%
Hero Motocorp Ltd.AutomobileEquity1.02%
Bajaj Finance Ltd.FinancialEquity1.00%
Punjab National BankFinancialEquity0.97%
Maruti Suzuki India Ltd.AutomobileEquity0.97%
Interglobe Aviation Ltd.ServicesEquity0.96%
TVS Motor Company Ltd.AutomobileEquity0.94%
Jindal Stainless Ltd.Metals & MiningEquity0.94%
Endurance Technologies Ltd.AutomobileEquity0.94%
Karur Vysya Bank Ltd.FinancialEquity0.93%
Coromandel International Ltd.ChemicalsEquity0.93%
Oil India Ltd.EnergyEquity0.92%
NMDC Ltd.Metals & MiningEquity0.90%
Max Financial Services Ltd.FinancialEquity0.90%
Hindustan Petroleum Corporation Ltd.EnergyEquity0.89%
Bharat Petroleum Corporation Ltd.EnergyEquity0.85%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity0.85%
Abbott India Ltd.HealthcareEquity0.83%
Polycab India Ltd.Capital GoodsEquity0.81%
Sundaram Finance Ltd.FinancialEquity0.78%
Infosys Ltd.TechnologyEquity0.75%
Bajaj Finserv Ltd.FinancialEquity0.63%
HDFC Bank Ltd.FinancialEquity0.51%
Reserve Bank of IndiaFinancialT-Bills0.33%
Reserve Bank of IndiaFinancialT-Bills0.33%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.03%
Union Bank of IndiaFinancialEquity0.00%
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-0.2%+0.6%+7.3%-11.1%
Category average (Equity Thematic)-----0.6%--
Rank (Equity Thematic)1246--

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 Growth

Edelweiss Business Cycle Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,74,960 Cr and the Latest NAV as of 15 May 2026 is ₹8.73. The Edelweiss Business Cycle Fund 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₹1,74,960.36 Cr
Date of Incorporation30 Apr 2008
Phone+91 22 4093 3400
E-mail--
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,