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Edelweiss Business Cycle Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Edelweiss Business Cycle Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹1,498 Cr

Lock In Period

N/A

Expense Ratio

2.1

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.

Benchmark

NIfty 500 Total Return

Summary

Edelweiss Business Cycle Fund Growth NAV is ₹8.6784 as of 19 May, 2026. Edelweiss Business Cycle Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Edelweiss Business Cycle Fund Growth is ₹100. The AUM of Edelweiss Business Cycle Fund Growth is ₹1,498 Cr. The expense ratio of the fund is 2.1%, and its benchmark is NIfty 500 Total Return. The current exit load of the fund 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 last 1M months, Edelweiss Business Cycle Fund Growth has delivered -0.81% returns.

Edelweiss Business Cycle Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.81-0.2915.48
6M-2.391.02107.59
1Y1.623.96201.66
3Y0.0011.94368.74

Portfolio Analysis

  • Equity: 97.08%
  • Debt: 2.92%
  • Others
As on: 2026-04-30
View allocation % by

1. Indian Bank3.26%
2. State Bank of India3.07%
3. Canara Bank2.99%
4. Punjab National Bank0.97%
5. Union Bank of India0.00%

1. AU Small Finance Bank Ltd.4.04%
2. The Federal Bank Ltd.1.94%
3. ICICI Bank Ltd.1.51%
4. Axis Bank Ltd.1.19%
5. Karur Vysya Bank Ltd.0.93%
6. HDFC Bank Ltd.0.51%

1. Glenmark Pharmaceuticals Ltd.3.14%
2. Laurus Labs Ltd.2.20%
3. Lupin Ltd.1.63%
4. Sun Pharmaceutical Industries Ltd.1.08%
5. Alkem Laboratories Ltd.1.04%
6. Abbott India Ltd.0.83%

1. Muthoot Finance Ltd.3.36%
2. Shriram Finance Ltd.1.55%
3. L&T Finance Ltd.1.04%
4. Bajaj Finance Ltd.1.00%
5. Mahindra & Mahindra Financial Services Ltd0.85%
6. Sundaram Finance Ltd.0.78%

1. Multi Commodity Exchange Of India Ltd.2.57%
2. BSE Ltd.1.81%

1. Eicher Motors Ltd.2.09%
2. Hero MotoCorp Ltd.1.02%
3. TVS Motor Company Ltd.0.94%

1. Reliance Industries Ltd.1.11%
2. Indian Oil Corporation Ltd.1.06%
3. Hindustan Petroleum Corporation Ltd.0.89%
4. Bharat Petroleum Corporation Ltd.0.85%

1. Hindalco Industries Ltd.2.39%
2. National Aluminium Company Ltd.1.35%

1. GE Vernova T&D India Limited3.28%

1. Aditya Birla Capital Ltd.1.14%
2. Cholamandalam Financial Holdings Ltd.1.06%
3. Max Financial Services Ltd.0.90%

1. Oil & Natural Gas Corporation Ltd.2.08%
2. Oil India Ltd.0.92%

1. Fortis Healthcare Ltd.1.66%
2. Aster DM Healthcare Ltd.1.26%

1. SBI Life Insurance Company Ltd.1.56%
2. ICICI Prudential Life Insurance Co Ltd.1.03%

1. Bharat Electronics Ltd.2.48%

1. Mahindra & Mahindra Ltd.1.28%
2. Maruti Suzuki India Ltd.0.97%

1. Ashok Leyland Ltd.2.17%

1. APL Apollo Tubes Ltd.1.81%

1. FSN E-Commerce Ventures Ltd.1.71%

1. Bharti Airtel Ltd.1.71%

1. Asian Paints Ltd.1.34%

1. JK Cement Ltd.1.24%

1. Titan Company Ltd.1.17%

1. Marico Ltd.1.15%

1. Radico Khaitan Ltd.1.12%

1. UPL Ltd.1.10%

1. Navin Fluorine International Ltd.1.09%

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 ₹1,498 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 NameRatingsAUMExpense Ratio
Helios Financial Services Fund Growth0190.72 CR2.43
Samco Active Momentum Fund Growth0646.61 CR2.42
Edelweiss Business Cycle Fund Growth01498.47 CR2.1
ICICI Prudential PSU Equity Fund Growth21975.03 CR2.38
Nippon India Taiwan Equity Fund Growth31138.67 CR2.17
Fund Name1Y3Y
This FundHelios Financial Services Fund Growth0.2710
This FundSamco Active Momentum Fund Growth-2.06950
This FundEdelweiss Business Cycle Fund Growth1.62060
This FundICICI Prudential PSU Equity Fund Growth8.862698.474
This FundNippon India Taiwan Equity Fund Growth197.5235349.6656

Edelweiss Business Cycle Fund Growth 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 2.1. 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 : -0.81%
  • 6 Months : -2.39%
  • 1 Year : 1.62%
  • 3 Years : 0.00%
Returns of Edelweiss Business Cycle Fund Growth are updated daily based on NAV of ₹ 8.6784 as on May 18,2026. Since inception, the return has been 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 ₹1,498 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.