Edelweiss Business Cycle Fund Growth

Edelweiss Business Cycle Fund Growth

1M
6M
1Y
All
NAV: 26 Aug '26
₹9.24
Min. for SIP
₹100
Fund size (AUM)
₹1,448.64 Cr
Expense ratio
2.68%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,395
+2.63%
6 months₹30,000₹31,384
+4.61%
1 year₹60,000₹62,771
+4.62%

Holdings (71)

NameSectorInstrumentsAssets
Laurus Labs LtdHealthcareEquity4.19%
Cummins India LtdIndustrialsEquity3.64%
Polycab India LtdIndustrialsEquity3.46%
State Bank of IndiaFinancialEquity2.77%
Glenmark Pharmaceuticals LtdHealthcareEquity2.76%
GE T&D India LtdIndustrialsEquity2.69%
Muthoot Finance LtdFinancialEquity2.41%
The Federal Bank LtdFinancialEquity2.34%
Sun Pharmaceutical Industries LtdHealthcareEquity2.32%
Fortis Healthcare LtdHealthcareEquity2.27%
Hitachi Energy India LtdIndustrialsEquity2.05%
Hindalco Industries LtdMaterialsEquity2.02%
Bharat Electronics LtdIndustrialsEquity2.01%
Avenue Supermarts LtdConsumer StaplesEquity2.00%
Aurobindo Pharma LtdHealthcareEquity1.99%
FSN E-Commerce Ventures LtdConsumer DiscretionaryEquity1.94%
AU Small Finance Bank LtdFinancialEquity1.89%
BSE LtdFinancialEquity1.87%
Grasim Industries LtdMaterialsEquity1.84%
ICICI Bank LtdFinancialEquity1.77%
Lupin LtdHealthcareEquity1.76%
Oil & Natural Gas Corporation LtdEnergy & UtilitiesEquity1.74%
Steel Authority Of India LtdMaterialsEquity1.72%
Apar Industries LtdDiversifiedEquity1.72%
Others CBLOUnspecifiedCBLO1.62%
Schaeffler India LtdIndustrialsEquity1.53%
Aster DM Healthcare LtdHealthcareEquity1.53%
Radico Khaitan LtdConsumer StaplesEquity1.46%
Ather Energy Ltd.Consumer DiscretionaryEquity1.45%
Shriram Transport Finance Company LtdFinancialEquity1.45%
TVS Motor Company LtdConsumer DiscretionaryEquity1.44%
NTPC LtdEnergy & UtilitiesEquity1.39%
Divi's Laboratories LtdHealthcareEquity1.39%
Oracle Financial Services Software LtdTechnologyEquity1.38%
Aditya Birla Capital LtdFinancialEquity1.38%
Marico LtdConsumer StaplesEquity1.34%
Bharat Forge LtdConsumer DiscretionaryEquity1.32%
Navin Fluorine International LtdMaterialsEquity1.25%
Bajaj Auto LtdConsumer DiscretionaryEquity1.23%
Eicher Motors LtdConsumer DiscretionaryEquity1.22%
Tata Steel LtdMaterialsEquity1.18%
Ashok Leyland LtdIndustrialsEquity1.17%
INDO-MIM Ltd.IndustrialsEquity1.16%
Bharat Heavy Electricals LtdIndustrialsEquity1.16%
Endurance Technologies LtdConsumer DiscretionaryEquity1.15%
Karur Vysya Bank LtdFinancialEquity1.12%
Hero Motocorp LtdConsumer DiscretionaryEquity1.12%
National Aluminium Company LtdMaterialsEquity1.09%
Reliance Industries LtdEnergy & UtilitiesEquity1.05%
Indian BankFinancialEquity1.04%
JSW Energy LtdEnergy & UtilitiesEquity1.04%
Emcure Pharmaceuticals Ltd.HealthcareEquity1.00%
NTPC Green Energy Ltd.Energy & UtilitiesEquity0.93%
Multi Commodity Exchange Of India LtdFinancialEquity0.93%
Jindal Stainless LtdMaterialsEquity0.91%
PB Fintech LtdFinancialEquity0.91%
JSW Steel LtdMaterialsEquity0.90%
NMDC LtdMaterialsEquity0.88%
Thermax LtdIndustrialsEquity0.86%
Mazagon Dock Shipbuilders LtdIndustrialsEquity0.85%
Kei Industries LtdIndustrialsEquity0.74%
GOVERNMENT OF INDIA 37176 182 DAYS TBILL 03SP26 FV RS 100FinancialTreasury Bills0.34%
Tata Consultancy Services LtdTechnologyEquity0.33%
HCL Technologies LtdTechnologyEquity0.28%
Infosys LtdTechnologyEquity0.27%
KEI Industries Ltd.25/08/2026IndustrialsFutures0.21%
TVS Motor Company Ltd - Pref. SharesConsumer DiscretionaryPreference Shares0.03%
Biocon LtdHealthcareEquity0.03%
L&T Finance Holdings LtdFinancialEquity0.01%
CashUnspecifiedCash0.00%
Net PayablesUnspecifiedNet Payables-0.24%
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+4.1%+1.0%+3.3%-8.6%
Category average (Equity Thematic)-----0.6%--
Rank (Equity Thematic)121511--

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 ₹1,75,625 Cr and the Latest NAV as of 26 Aug 2026 is ₹9.24. 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₹1,75,624.70 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,