Edelweiss Business Cycle Fund - Regular Plan - Growth
Edelweiss Asset Management Limited
₹8.77 (+1.40%)
NAV as of 9 Oct 2026
Minimum Investment: ₹100
Return
-1.37% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 2.04%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹100
- Category
- Equity - Other
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,019
Invested ₹1,000
▲+1.91%1 year
₹986
Invested ₹1,000
▼-1.37%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | Nifty 500 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -1.37% | — | — | — |
| Cumulative returns (%) | -1.37% | — | — | — |
Fund Manager
| Manager | Amit Vora |
|---|---|
| Role | Manager |
| Manager Tenure | 2.18 yrs |
About Fund
| Date of Incorporation | 29 Jul 2024 |
|---|---|
| Fund House | Edelweiss Asset Management Limited |
| Custodian | Standard Chartered Bank |
| Registrar / Transfer Agent | Edelweiss Asset Management Limited |
| Address | Standard Chartered Bank,1095 Avenue of the Americas,New York, NY 10036,USA |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Divi's Laboratories Ltd | 4.48% |
| AU Small Finance Bank Ltd | 4.04% |
| Bosch Ltd | 3.54% |
| Polycab India Ltd | 3.46% |
| Canara Bank | 2.99% |
| Cummins India Ltd | 2.97% |
| Laurus Labs Ltd | 2.88% |
| Coromandel International Ltd | 2.81% |
| ICICI Bank Ltd | 2.78% |
| State Bank of India | 2.77% |
| The Federal Bank Ltd | 2.66% |
| United Spirits Ltd | 2.64% |
| Max Healthcare Institute Ltd Ordinary Shares | 2.62% |
| Hindalco Industries Ltd | 2.59% |
| Grasim Industries Ltd | 2.55% |
| FSN E-Commerce Ventures Ltd | 2.54% |
| HDFC Bank Ltd | 2.52% |
| Indian Bank | 2.52% |
| Radico Khaitan Ltd | 2.51% |
| GlaxoSmithKline Pharmaceuticals Ltd | 2.49% |
| Bharat Electronics Ltd | 2.41% |
| Indian Hotels Co Ltd | 2.40% |
| Avenue Supermarts Ltd | 2.37% |
| Multi Commodity Exchange of India Ltd | 2.35% |
| Union Bank of India | 2.34% |
| Bharti Hexacom Ltd | 2.33% |
| Sun Pharmaceuticals Industries Ltd | 2.32% |
| InterGlobe Aviation Ltd | 2.32% |
| JK Cement Ltd | 2.31% |
| Muthoot Finance Ltd | 2.28% |
| Fortis Healthcare Ltd | 2.27% |
| Maruti Suzuki India Ltd | 2.25% |
| Max Financial Services Ltd | 2.21% |
| Glenmark Pharmaceuticals Ltd | 2.20% |
| GE Vernova T&D India Ltd | 2.13% |
Investment Strategy
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.
Long term capital appreciation
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.