Edelweiss Business Cycle Fund Growth

Edelweiss Business Cycle Fund Growth

1M
6M
1Y
All
NAV: 16 Sep '26
₹8.86
Min. for SIP
₹100
Fund size (AUM)
₹1,463.37 Cr
Expense ratio
2.78%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,195
+1.30%
6 months₹30,000₹31,248
+4.16%
1 year₹60,000₹62,149
+3.58%

Holdings (80)

NameSectorInstrumentsAssets
Cummins India LtdIndustrialsEquity2.97%
Laurus Labs LtdHealthcareEquity2.88%
ICICI Bank LtdFinancialEquity2.78%
The Federal Bank LtdFinancialEquity2.66%
Grasim Industries LtdMaterialsEquity2.55%
FSN E-Commerce Ventures LtdConsumer DiscretionaryEquity2.54%
Radico Khaitan LtdConsumer StaplesEquity2.51%
Muthoot Finance LtdFinancialEquity2.28%
Glenmark Pharmaceuticals LtdHealthcareEquity2.20%
GE T&D India LtdIndustrialsEquity2.13%
Avenue Supermarts LtdConsumer StaplesEquity1.97%
Steel Authority Of India LtdMaterialsEquity1.97%
Ather Energy Ltd.Consumer DiscretionaryEquity1.95%
Hindalco Industries LtdMaterialsEquity1.94%
AU Small Finance Bank LtdFinancialEquity1.94%
Apar Industries LtdDiversifiedEquity1.82%
Coforge LtdTechnologyEquity1.76%
Persistent Systems LtdTechnologyEquity1.64%
Divi's Laboratories LtdHealthcareEquity1.62%
Hitachi Energy India LtdIndustrialsEquity1.61%
Polycab India LtdIndustrialsEquity1.61%
Bajaj Auto LtdConsumer DiscretionaryEquity1.57%
Oracle Financial Services Software LtdTechnologyEquity1.53%
Sun Pharmaceutical Industries LtdHealthcareEquity1.50%
Fortis Healthcare LtdHealthcareEquity1.50%
Schaeffler India LtdIndustrialsEquity1.49%
TVS Motor Company LtdConsumer DiscretionaryEquity1.44%
Multi Commodity Exchange Of India LtdFinancialEquity1.42%
Navin Fluorine International LtdMaterialsEquity1.42%
INDO-MIM Ltd.IndustrialsEquity1.30%
Shriram Pistons & Rings LtdConsumer DiscretionaryEquity1.29%
Bharat Forge LtdConsumer DiscretionaryEquity1.25%
Bharat Heavy Electricals LtdIndustrialsEquity1.24%
Eicher Motors LtdConsumer DiscretionaryEquity1.23%
ABB India LtdIndustrialsEquity1.23%
Info Edge (India) LtdTechnologyEquity1.20%
National Aluminium Company LtdMaterialsEquity1.17%
Dhoot Transmission LtdConsumer DiscretionaryEquity1.16%
Shriram Transport Finance Company LtdFinancialEquity1.14%
Titan Company LtdConsumer DiscretionaryEquity1.14%
Tata Steel LtdMaterialsEquity1.13%
Lupin LtdHealthcareEquity1.13%
Karur Vysya Bank LtdFinancialEquity1.13%
L&T Finance Holdings LtdFinancialEquity1.12%
Hero Motocorp LtdConsumer DiscretionaryEquity1.12%
Indian BankFinancialEquity1.11%
Aditya Birla Capital LtdFinancialEquity1.06%
Bajaj Finserv LtdFinancialEquity1.06%
HCL Technologies LtdTechnologyEquity1.06%
NTPC LtdEnergy & UtilitiesEquity1.05%
Bharat Electronics LtdIndustrialsEquity1.02%
Reliance Industries LtdEnergy & UtilitiesEquity1.02%
State Bank of IndiaFinancialEquity1.00%
Torrent Pharmaceuticals LtdHealthcareEquity0.99%
Aurobindo Pharma LtdHealthcareEquity0.94%
Emcure Pharmaceuticals Ltd.HealthcareEquity0.93%
Ashok Leyland LtdIndustrialsEquity0.91%
JSW Steel LtdMaterialsEquity0.89%
Tempsens Instruments (India) Ltd.IndustrialsEquity0.88%
Mazagon Dock Shipbuilders LtdIndustrialsEquity0.88%
Mahindra & Mahindra Financial Services LtdFinancialEquity0.84%
Marico LtdConsumer StaplesEquity0.83%
Others CBLOUnspecifiedCBLO0.83%
Alkem Laboratories LtdHealthcareEquity0.83%
P N Gadgil Jewellers Ltd.Consumer DiscretionaryEquity0.80%
KEI Industries Ltd.29/09/2026IndustrialsFutures0.77%
Thermax LtdIndustrialsEquity0.72%
Welspun Corp LtdMaterialsEquity0.59%
Ami Organics LtdHealthcareEquity0.56%
Aster DM Healthcare LtdHealthcareEquity0.52%
Tata Consultancy Services LtdTechnologyEquity0.49%
Infosys LtdTechnologyEquity0.48%
Abbott India LtdHealthcareEquity0.42%
GOVERNMENT OF INDIA 37176 182 DAYS TBILL 03SP26 FV RS 100FinancialTreasury Bills0.34%
BSE LtdFinancialEquity0.22%
TVS Motor Company Ltd - Pref. SharesConsumer DiscretionaryPreference Shares0.03%
Biocon LtdHealthcareEquity0.03%
Kei Industries LtdIndustrialsEquity0.00%
CashUnspecifiedCash0.00%
Net PayablesUnspecifiedNet Payables-0.30%
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+7.2%+5.4%+3.5%-9.2%
Category average (Equity Thematic)-----0.6%--
Rank (Equity Thematic)81510--

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 ₹1,78,987 Cr and the Latest NAV as of 16 Sep 2026 is ₹8.86. 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₹1,78,986.64 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,