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Jun 18, 2026


Category Equity
AUM (Cr.) 1,500.10
Exit Load (%) 1.00
Min Inv Lumpsum 5,000
Expense Ratio 2.10
Sharpe Ratio 1.17
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 Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Edelweiss Business Cycle Fund - Regular (G) 1.72 0.46 0.21 0 0 -6.39
Benchmark - Nifty 500 TRI 3.45 -0.88 2.16 13.81 12.73 0
Category Average - BEST EQUITY PERFORMERS 3.74 3.21 6.32 16.48 14.19 10.59
Category Rank 6/10 3/10 3/10 4/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Taiwan Equity Fund (IDCW) 37.3691 1.76 198.79 61.90 0.00 1,256.27 2.17 500.00 invest
Nippon India Taiwan Equity Fund (G) 37.3691 1.76 198.79 61.90 0.00 1,256.27 2.17 500.00 invest
Quant Healthcare Fund - Regular (G) 16.5624 1.62 7.54 0.00 0.00 372.50 2.47 5,000.00 invest
Quant Healthcare Fund - Regular (IDCW) 16.5615 1.62 7.54 0.00 0.00 372.50 2.47 5,000.00 invest
SBI Technology Opportunities Fund (IDCW) 110.9091 -0.95 -15.36 8.44 8.47 4,228.10 1.89 5,000.00 invest

Asset Allocation

Asset Legend Asset 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-GE Vernova T&D May 31, 2026 56.63 3.78 44.86
Equity-Cummins India May 31, 2026 47.05 3.14 0.00
Equity-Glenmark Pharma. May 31, 2026 44.47 2.96 11.93
Equity-Polycab India May 31, 2026 42.65 2.84 0.00
Equity-SBI May 31, 2026 40.99 2.73 -15.14
Equity-Laurus Labs May 31, 2026 40.86 2.72 39.90
Equity-Hindalco Inds. May 31, 2026 38.86 2.59 17.05
Equity-Indian Bank May 31, 2026 37.73 2.52 -30.83
Equity-Bharat Electron May 31, 2026 35.46 2.36 -8.52
Equity-Multi Comm. Exc. May 31, 2026 35.32 2.35 -0.20

latest news

SCHEME DETAILS

AMC Name
Edelweiss Mutual Fund
Fund Name
Edelweiss Business Cycle Fund - Regular (G)
Contact Person
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