Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
SIP ₹100 & Lump. ₹100
₹1,381 Cr
N/A
2.1
NIfty 500 Total Return
If the units are redeemed /switched out on or before 90 days from the date of allotment - 1% of the appliable NAV.If the units are redeemed /switched out after 90 days from the date of allotment - NIL.
Summary
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 7.68 | 1.51 | 24.68 |
| 6M | -1.57 | 1.86 | 97.11 |
| 1Y | 5.77 | 5.83 | 279.48 |
| 3Y | 0.00 | 14.71 | 340.43 |
Portfolio Analysis
- Equity: 97.14%
- Debt: 2.86%
- Others
About Fund
Edelweiss Business Cycle Fund Growth managed by Edelweiss Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹1,381 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.1. Under the expert guidance of Bhavesh Jain ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Bhavesh Jain
Mr. Bhavesh Jain has done his Masters in Management Studies (Finance) from the Mumbai University and has a total work experience of over five years in the equity market segment. Prior to being appointed as an Assistant Fund Manager - Equity, he was designated as a Dealer of all the Equity Schemes of the Fund for over two years. He was also associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundMotilal Oswal Quant Fund Growth | 0 | 211.06 CR | 0.94 |
| This FundSamco Active Momentum Fund Growth | 0 | 590.04 CR | 2.35 |
| This FundEdelweiss Business Cycle Fund Growth | 0 | 1381.35 CR | 2.1 |
| This FundICICI Prudential PSU Equity Fund Growth | 0 | 1798.21 CR | 2.1 |
| This FundNippon India Taiwan Equity Fund Growth | 3 | 599.16 CR | 2.36 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMotilal Oswal Quant Fund Growth | 7.4585 | 0 |
| This FundSamco Active Momentum Fund Growth | -7.8612 | 0 |
| This FundEdelweiss Business Cycle Fund Growth | 5.7697 | 0 |
| This FundICICI Prudential PSU Equity Fund Growth | 11.4384 | 113.1455 |
| This FundNippon India Taiwan Equity Fund Growth | 274.2567 | 322.4703 |
FAQs
- 1 Month : 7.68%
- 6 Months : -1.57%
- 1 Year : 5.77%
- 3 Years : 0.00%