Edelweiss Business Cycle Fund Growth

Edelweiss Business Cycle Fund Growth

Equity
Thematic
Very High Risk
1M
6M
1Y
All
NAV: 20 Feb '26
₹9.04
Min. for SIP
Not Supported
Fund size
₹1,586.82 Cr
Expense ratio
2.07%

Holdings (71)

NameSectorInstrumentsAssets
Muthoot Finance Ltd.FinancialEquity4.11%
AU Small Finance Bank Ltd.FinancialEquity3.72%
Indian BankFinancialEquity3.44%
Canara BankFinancialEquity3.19%
State Bank of IndiaFinancialEquity3.04%
Glenmark Pharmaceuticals Ltd.HealthcareEquity2.50%
Union Bank of IndiaFinancialEquity2.48%
Ashok Leyland Ltd.AutomobileFutures2.47%
GE Vernova T&D India LtdCapital GoodsEquity2.46%
Bharat Electronics Ltd.Capital GoodsEquity2.44%
Multi Commodity Exchange Of India Ltd.ServicesEquity2.23%
Eicher Motors Ltd.AutomobileEquity2.12%
Hindalco Industries Ltd.Metals & MiningEquity2.09%
Coromandel International Ltd.ChemicalsEquity1.86%
FSN E-Commerce Ventures Ltd.ServicesEquity1.86%
The Federal Bank Ltd.FinancialEquity1.86%
Laurus Labs Ltd.HealthcareEquity1.84%
APL Apollo Tubes Ltd.Metals & MiningEquity1.83%
SBI Life Insurance Company Ltd.InsuranceEquity1.62%
Shriram Finance LtdFinancialEquity1.61%
Hero Motocorp Ltd.AutomobileEquity1.60%
ICICI Bank Ltd.FinancialEquity1.57%
Fortis Healthcare Ltd.HealthcareEquity1.50%
ICICI Prudential Life Insurance Company Ltd.InsuranceEquity1.47%
BSE Ltd.ServicesEquity1.45%
Lupin Ltd.HealthcareEquity1.44%
Mahindra & Mahindra Ltd.AutomobileEquity1.42%
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue))CommunicationPPE1.34%
Asian Paints Ltd.ChemicalsEquity1.27%
JK Cement Ltd.ConstructionEquity1.24%
National Aluminium Company Ltd.Metals & MiningEquity1.23%
Axis Bank Ltd.FinancialEquity1.22%
Cholamandalam Financial Holdings Ltd.FinancialEquity1.21%
Indian Oil Corporation Ltd.EnergyEquity1.15%
IDFC First Bank Ltd.FinancialEquity1.11%
Aditya Birla Capital Ltd.FinancialEquity1.06%
Punjab National BankFinancialEquity1.05%
Bajaj Finserv Ltd.FinancialEquity1.05%
Alkem Laboratories Ltd.HealthcareEquity1.03%
Reliance Industries Ltd.EnergyEquity1.02%
Marico Ltd.Consumer StaplesEquity1.02%
Max Financial Services Ltd.FinancialEquity1.02%
Sun Pharmaceutical Industries Ltd.HealthcareEquity1.01%
L&T Finance Ltd.FinancialEquity1.01%
Maruti Suzuki India Ltd.AutomobileEquity1.01%
Oil And Natural Gas Corporation Ltd.EnergyEquity1.00%
HDFC Bank Ltd.FinancialEquity1.00%
Infosys Ltd.TechnologyEquity0.98%
Bharat Petroleum Corporation Ltd.EnergyEquity0.98%
Aster DM Healthcare Ltd.HealthcareEquity0.97%
Interglobe Aviation Ltd.ServicesEquity0.97%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity0.97%
Bajaj Finance Ltd.FinancialEquity0.97%
Hindustan Petroleum Corporation Ltd.EnergyEquity0.96%
Jindal Stainless Ltd.Metals & MiningEquity0.95%
TVS Motor Company Ltd.AutomobileEquity0.93%
SRF Ltd.ChemicalsEquity0.93%
Endurance Technologies Ltd.AutomobileEquity0.92%
Navin Fluorine International Ltd.ChemicalsEquity0.92%
UPL Ltd.ChemicalsEquity0.92%
Oil India Ltd.EnergyEquity0.91%
Karur Vysya Bank Ltd.FinancialEquity0.90%
Bharti Hexacom Ltd.CommunicationEquity0.89%
Radico Khaitan Ltd.Consumer StaplesEquity0.87%
Sundaram Finance Ltd.FinancialEquity0.86%
Abbott India Ltd.HealthcareEquity0.85%
Bajaj Auto Ltd.AutomobileEquity0.51%
Reserve Bank of IndiaFinancialT-Bills0.31%
Reserve Bank of IndiaFinancialT-Bills0.31%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.03%
Ashok Leyland Ltd.AutomobileEquity0.00%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns+0.3%+2.8%+11.6%-10.6%
Category average (Equity Thematic)-----0.6%--
Rank (Equity Thematic)246--

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 ₹1,69,379 Cr and the Latest NAV as of 20 Feb 2026 is ₹9.04. The Edelweiss Business Cycle Fund Growth is rated Very High risk. 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₹1,69,378.51 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,