Dec 11, 2024

Edelweiss Business Cycle Fund - Regular (IDCW)

Equity - Diversified | INF754K01SX6

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AUM (Cr.)

1,826.96

Exit Load (%)

1.00

Min Inv Lumpsum

5,000

Expense Ratio

2.00

Sharpe Ratio

-14.80

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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Nifty 500 TRI

Return Calculator

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 (IDCW)	4.65	0	0	0	0	-3.2
Benchmark - Nifty 500 TRI	2.99	7.43	25.81	16.63	20.66	0
Category Average - BEST EQUITY PERFORMERS	3.36	9.16	30.85	19.05	23	18.66
Category Rank	6/4	7/4	6/4	7/4	7/4	4/4

Fund Name	Nav ()	Chg (%)	1Y Return(%)	3Y Return(%)	5Y Return(%)	AUM ( in Crs)	Exp. Ratio (%)	Min.Invst()	Action
Samco Active Momentum Fund - Regular (G)	15.7000	1.23	31.49	0.00	0.00	850.06	2.26	5,000.00	invest
Nippon India US Equity Opportunities Fund (IDCW)	35.1842	0.93	29.74	10.16	15.56	679.12	2.41	100.00	invest
Nippon India US Equity Opportunities Fund (G)	35.1842	0.93	29.74	10.16	15.56	679.12	2.41	100.00	invest
360 ONE Quant Fund (G)	19.2058	0.88	33.09	24.41	0.00	561.77	1.83	1,000.00	invest
Franklin Asian Equity Fund (G)	29.0341	-0.51	22.08	-1.41	4.47	250.36	0.00	5,000.00	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.)
Equity-Bosch	Nov 30, 2024	88.98	4.82	0.00
Equity-Kalyan Jewellers	Nov 30, 2024	79.73	4.32	0.55
Equity-Samvardh. Mothe.	Nov 30, 2024	66.18	3.58	16.66
Equity-Voltas	Nov 30, 2024	55.30	3.00	0.00
Equity-ICICI Bank	Nov 30, 2024	55.17	2.99	0.00
Equity-BSE	Nov 30, 2024	55.07	2.98	64.11
Equity-Zomato Ltd	Nov 30, 2024	53.96	2.92	15.72
Reverse Repo-C C I	Nov 30, 2024	53.54	2.90	14.12
Equity-Hindustan Zinc	Nov 30, 2024	44.93	2.43	0.00
Equity-Siemens	Nov 30, 2024	44.33	2.40	0.00

latest news

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

Edelweiss Mutual Fund has announced 26 November 2024 as the record date for...

Nov 22, 2024 09:32

Edelweiss MF announces change in Fund Manager of the following scheme

Edelweiss Mutual Fund has announced change in Fund Managers of the followin...

Nov 06, 2024 10:19

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

Edelweiss Mutual Fund has announced 28 October 2024 as the record date for ...

Oct 24, 2024 09:34

Edelweiss MF announces change in Fund Manager of the following schemes