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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹1,589 Cr
Lock In Period
N/A
Expense Ratio
2.07
Benchmark
NIfty 500 Total Return
Exit Load
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
Latest details for Edelweiss Business Cycle Fund Growth include a ₹8.0935 NAV as of Apr 02,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Edelweiss Business Cycle Fund Growth AUM is ₹1,589 Cr, with a lock-in of N/A years, expense ratio of 2.07%, and benchmark NIfty 500 Total Return. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded -9.72% returns, against a category average of -1.83% and a category best of 10.69%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -9.72 | -1.83 | 10.69 |
| 6M | -7.15 | -0.11 | 54.32 |
| 1Y | -0.79 | 2.67 | 161.66 |
| 3Y | 0.00 | 8.45 | 231.57 |
Portfolio Analysis
- Equity: 96.93%
- Debt: 3.07%
- Others
As on: 2026-02-28
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About Fund
Edelweiss Business Cycle Fund Growth managed by Edelweiss Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹1,589 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.07. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundBaroda BNP Paribas Business Conglomerates Fund Growth | 0 | 713.9 CR | 2.28 |
| This FundMotilal Oswal Services Fund Growth | 0 | 103.44 CR | 2.33 |
| This FundEdelweiss Business Cycle Fund Growth | 0 | 1589.43 CR | 2.07 |
| This FundICICI Prudential PSU Equity Fund Growth | 0 | 2021.84 CR | 2.08 |
| This FundNippon India Taiwan Equity Fund Growth | 3 | 519.5 CR | 2.42 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBaroda BNP Paribas Business Conglomerates Fund Growth | 0 | 0 |
| This FundMotilal Oswal Services Fund Growth | 0 | 0 |
| This FundEdelweiss Business Cycle Fund Growth | -0.7943 | 0 |
| This FundICICI Prudential PSU Equity Fund Growth | 6.5641 | 100 |
| This FundNippon India Taiwan Equity Fund Growth | 158.044 | 218.0202 |
FAQs
Edelweiss Business Cycle Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Edelweiss Business Cycle Fund Growth is 2.07. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Edelweiss Business Cycle Fund Growth’s fund performance is as follows:
- 1 Month : -9.72%
- 6 Months : -7.15%
- 1 Year : -0.79%
- 3 Years : 0.00%
You can invest in Edelweiss Business Cycle Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Edelweiss Business Cycle Fund Growth is ₹1,589 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Edelweiss Business Cycle Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500