Edelweiss Business Cycle Fund Growth

Edelweiss Business Cycle Fund Growth

1M
6M
1Y
All
NAV: 05 Jun '26
₹8.68
Min. for SIP
₹100
Fund size (AUM)
₹1,498.47 Cr
Expense ratio
2.11%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,334
+2.23%
6 months₹30,000₹30,061
+0.20%
1 year₹60,000₹59,523
-0.80%

Holdings (73)

NameSectorInstrumentsAssets
AU Small Finance Bank LtdFinancialEquity4.04%
Muthoot Finance LtdFinancialEquity3.36%
GE T&D India LtdIndustrialsEquity3.28%
Indian BankFinancialEquity3.26%
Glenmark Pharmaceuticals LtdHealthcareEquity3.14%
State Bank of IndiaFinancialEquity3.07%
Canara BankFinancialEquity2.99%
Multi Commodity Exchange Of India LtdFinancialEquity2.57%
Bharat Electronics LtdIndustrialsEquity2.48%
Others CBLOUnspecifiedCBLO2.41%
Hindalco Industries LtdMaterialsEquity2.39%
Union Bank of India 26-MAY-26FinancialFutures2.34%
Laurus Labs LtdHealthcareEquity2.20%
Ashok Leyland LtdIndustrialsEquity2.17%
Eicher Motors LtdConsumer DiscretionaryEquity2.09%
Oil & Natural Gas Corporation LtdEnergy & UtilitiesEquity2.08%
The Federal Bank LtdFinancialEquity1.94%
BSE LtdFinancialEquity1.81%
APL Apollo Tubes LtdIndustrialsEquity1.81%
FSN E-Commerce Ventures LtdConsumer DiscretionaryEquity1.71%
Bharti Airtel LtdTechnologyEquity1.71%
Fortis Healthcare LtdHealthcareEquity1.66%
Lupin LtdHealthcareEquity1.63%
SBI Life Insurance Company LtdFinancialEquity1.56%
Shriram Transport Finance Company LtdFinancialEquity1.55%
ICICI Bank LtdFinancialEquity1.51%
National Aluminium Company LtdMaterialsEquity1.35%
Asian Paints LtdMaterialsEquity1.34%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity1.28%
Aster DM Healthcare LtdHealthcareEquity1.26%
JK Cement LtdMaterialsEquity1.24%
Axis Bank LtdFinancialEquity1.19%
Titan Company LtdConsumer DiscretionaryEquity1.17%
Marico LtdConsumer StaplesEquity1.15%
Aditya Birla Capital LtdFinancialEquity1.14%
Radico Khaitan LtdConsumer StaplesEquity1.12%
Reliance Industries LtdEnergy & UtilitiesEquity1.11%
UPL LtdMaterialsEquity1.10%
Navin Fluorine International LtdMaterialsEquity1.09%
Sun Pharmaceutical Industries LtdHealthcareEquity1.08%
Cholamandalam Financial Holdings LtdFinancialEquity1.06%
Indian Oil Corporation LtdEnergy & UtilitiesEquity1.06%
Alkem Laboratories LtdHealthcareEquity1.04%
L&T Finance Holdings LtdFinancialEquity1.04%
ICICI Prudential Life Insurance Company LtdFinancialEquity1.03%
Hero Motocorp LtdConsumer DiscretionaryEquity1.02%
Bajaj Finance LtdFinancialEquity1.00%
Punjab National BankFinancialEquity0.97%
Maruti Suzuki India LtdConsumer DiscretionaryEquity0.97%
Interglobe Aviation LtdIndustrialsEquity0.96%
TVS Motor Company LtdConsumer DiscretionaryEquity0.94%
Jindal Stainless LtdMaterialsEquity0.94%
Endurance Technologies LtdConsumer DiscretionaryEquity0.94%
Karur Vysya Bank LtdFinancialEquity0.93%
Coromandel International LtdMaterialsEquity0.93%
Oil India LtdEnergy & UtilitiesEquity0.92%
NMDC LtdMaterialsEquity0.90%
Max Financial Services LtdFinancialEquity0.90%
Hindustan Petroleum Corporation LtdEnergy & UtilitiesEquity0.89%
Bharat Petroleum Corporation LtdEnergy & UtilitiesEquity0.85%
Mahindra & Mahindra Financial Services LtdFinancialEquity0.85%
Abbott India LtdHealthcareEquity0.83%
Polycab India LtdIndustrialsEquity0.81%
Sundaram Finance LtdFinancialEquity0.78%
Infosys LtdTechnologyEquity0.75%
Bajaj Finserv LtdFinancialEquity0.63%
HDFC Bank LtdFinancialEquity0.51%
GOVERNMENT OF INDIA 36043 364 DAYS TBILL 04JU26 FV RS 100FinancialTreasury Bills0.33%
GOVERNMENT OF INDIA 36212 364 DAYS TBILL 16JL26 FV RS 100FinancialTreasury Bills0.33%
TVS Motor Company Ltd - Pref. SharesConsumer DiscretionaryPreference Shares0.03%
Union Bank of IndiaFinancialEquity0.00%
CashUnspecifiedCash0.00%
Net PayablesUnspecifiedNet Payables-2.53%
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-3.0%-2.3%+0.9%-12.1%
Category average (Equity Thematic)-----0.6%--
Rank (Equity Thematic)15610--

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 05 Jun 2026 is ₹8.68. 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,