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Jul 20, 2026


Category Equity
AUM (Cr.) 1,477.93
Exit Load (%) 1.00
Min Inv Lumpsum 5,000
Expense Ratio 2.69
Sharpe Ratio -1.28
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) -1.54 -0.25 -1.72 0 0 -6.47
Benchmark - Nifty 500 TRI 1.21 -0.11 0.62 12.5 12.29 0
Category Average - BEST EQUITY PERFORMERS 1.39 6.96 5.22 15.15 13.76 11.08
Category Rank 4/10 4/10 3/10 4/10 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 Pharma & Healthcare Fund (G) 36.0200 1.49 15.56 21.99 13.48 1,010.54 2.28 1,000.00 invest
Aditya Birla SL Pharma & Healthcare Fund (IDCW) 23.7900 1.49 15.57 22.62 13.83 1,010.54 2.28 1,000.00 invest
PGIM India Healthcare Fund - Regular (G) 11.7200 1.47 16.62 0.00 0.00 103.24 2.53 5,000.00 invest
PGIM India Healthcare Fund - Regular (IDCW) 11.7200 1.47 16.62 0.00 0.00 103.24 2.53 5,000.00 invest
Nippon India Taiwan Equity Fund (IDCW) 29.4550 -2.11 118.83 47.36 0.00 1,191.72 2.60 500.00 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-Glenmark Pharma. Jun 30, 2026 41.88 2.83 -5.82
Equity-Muthoot Finance Jun 30, 2026 35.97 2.43 13.24
Equity-Polycab India Jun 30, 2026 44.82 3.03 5.10
Equity-Fortis Health. Jun 30, 2026 35.41 2.40 41.24
Equity-Laurus Labs Jun 30, 2026 53.11 3.59 29.98
Equity-GE Vernova T&D Jun 30, 2026 49.44 3.35 -12.70
Equity-Cummins India Jun 30, 2026 56.60 3.83 20.29
Equity-SBI Jun 30, 2026 43.64 2.95 6.48
Equity-Bharat Electron Jun 30, 2026 35.55 2.41 0.26
Reverse Repo-C C I Jun 30, 2026 66.05 4.47 588.32

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