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NRI
  • Mutual Fund
  • Edelweiss Business Cycle Fund - Regular (G)

Apr 16, 2025

Category

Equity

AUM (Cr.)

1,695.21

Exit Load (%)

1.00

Min Inv Lumpsum

5,000

Expense Ratio

2.03

Sharpe Ratio

-10.54

Beta Ratio

0.00

Fund Manager

Bhavesh Jain

Inception Date

Jul 29, 2024

Risk Level

Very High

Investment Objective

The Fund 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.

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Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Edelweiss Business Cycle Fund - Regular (G) 7.04 -20.21 0 0 0 -18.81
Benchmark - Nifty 500 TRI 6.1 -9.28 5.82 13.36 24.86 0
Category Average - BEST EQUITY PERFORMERS 5.65 -11.29 6.2 15.58 25.06 9.93
Category Rank 7/10 7/10 6/10 7/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Aditya Birla SL Business Cycle Fund (G) 13.7900 2.53 5.51 11.20 0.00 1,687.96 2.15 500.00 invest
AXIS Innovation Fund (IDCW) 15.1200 2.51 4.98 9.90 0.00 1,091.24 2.27 100.00 invest
Aditya Birla SL Business Cycle Fund (IDCW) 12.8400 2.47 5.47 11.18 0.00 1,687.96 2.15 500.00 invest
AXIS Innovation Fund (G) 16.6100 2.47 4.93 9.88 0.00 1,091.24 2.27 100.00 invest
Nippon India Taiwan Equity Fund (IDCW) 9.0125 -3.07 -12.28 1.77 0.00 275.04 2.44 500.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-Divi`s Lab. Mar 31, 2025 72.08 4.25 5.39
Equity-Muthoot Finance Mar 31, 2025 71.75 4.23 68.21
Reverse Repo-C C I Mar 31, 2025 70.81 4.18 218.68
Equity-Persistent Sys Mar 31, 2025 64.01 3.78 3.96
Equity-Bajaj Finance Mar 31, 2025 59.96 3.54 4.87
Equity-Coromandel Inter Mar 31, 2025 58.79 3.47 256.94
Equity-Fortis Health. Mar 31, 2025 57.42 3.39 13.98
Equity-Samvardh. Mothe. Mar 31, 2025 53.35 3.15 10.43
Equity-Marico Mar 31, 2025 52.64 3.10 8.50
Equity-HDFC Bank Mar 31, 2025 44.60 2.63 5.53

latest news

Axis Mutual Fund announces change in Exit Load Structure

Edelweiss Mutual Fund has announced change in exit load structure under fol...

Apr 03, 2025 11:06

Edelweiss MF announces IDCW & Monthly Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Edelweiss Mutual Fund has announced 21 March 2025 as the record date for de...

Mar 19, 2025 10:18

Edelweiss Mutual Fund announces merger of BHARAT Bond FOF - April 2025 Merger into BHARAT Bond FOF - April 2030

Edelweiss Mutual Fund has approved the merger of BHARAT Bond FOF - April 20...

Mar 10, 2025 14:47

Edelweiss Mutual Fund announces merger of BHARAT Bond ETF - April 2025 Merger into BHARAT Bond ETF - April 2030

Edelweiss Mutual Fund has approved the merger of BHARAT Bond ETF - April 20...

Mar 06, 2025 09:07

Edelweiss MF announces IDCW & Monthly Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Edelweiss Mutual Fund has announced 28 January 2025 as the record date for ...

Jan 24, 2025 12:11

Edelweiss Mutual Fund announces change in scheme name

Edelweiss Mutual Fund has announced change in scheme name under the followi...

Dec 14, 2024 11:43

SCHEME DETAILS

AMC Name : Edelweiss Mutual Fund
Fund Name : Edelweiss Business Cycle Fund - Regular (G)
Contact Persone : Bhavesh Jain
Registered Address : Edelwiess House,Off.C.S.T. Road,Kalina, Mumbai - 400 098.
Telephone No : 022 40979737
Fax No. : 022 40979878
Email : EMFHelp:Edelweissmf.com
Website : www.edelweissmf.com