Edelweiss Business Cycle Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Edelweiss Business Cycle Fund Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹1,478 Cr
N/A
2.69
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.
NIfty 500 Total Return
Edelweiss Business Cycle Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.46 | 2.61 | 14.92 |
| 6M | 1.53 | 7.84 | 51.94 |
| 1Y | 0.98 | 7.03 | 118.06 |
| 3Y | 0.00 | 12.49 | 236.17 |
Portfolio Analysis
- Equity: 95.18%
- Debt: 4.82%
- Others
About Fund Edelweiss Business Cycle Fund Growth
Edelweiss Business Cycle Fund Growth managed by Edelweiss Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹1,478 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.69. 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 |
|---|---|---|---|
| Mahindra Manulife Business Cycle Fund Growth | 0 | 1,336 CR | 2.46 |
| Samco Special Opportunities Fund Growth | 0 | 131 CR | 3.4 |
| Edelweiss Business Cycle Fund Growth | 0 | 1,477 CR | 2.69 |
| HDFC Defence Fund Growth | 5 | 10,529 CR | 1.8 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1,191 CR | 2.6 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMahindra Manulife Business Cycle Fund Growth | 9.7169 | 0 |
| This FundSamco Special Opportunities Fund Growth | -5.7432 | 0 |
| This FundEdelweiss Business Cycle Fund Growth | 0.9812 | 0 |
| This FundHDFC Defence Fund Growth | 26.8683 | 162.3441 |
| This FundNippon India Taiwan Equity Fund Growth | 115.1118 | 222.5398 |
Edelweiss Business Cycle Fund Growth FAQs
- 1 Month : 1.46%
- 6 Months : 1.53%
- 1 Year : 0.98%
- 3 Years : 0.00%
