Edelweiss Business Cycle Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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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)

₹1,449 Cr

Lock In Period

N/A

Expense Ratio

2.82

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

Edelweiss Business Cycle Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.370.0811.98
6M1.332.2163.79
1Y3.014.96134.17
3Y0.0014.16299.70

Portfolio Analysis

  • Equity: 98.04%
  • Debt: 1.96%
  • Others
As on: 2026-07-31
View allocation % by

1. Laurus Labs Ltd.4.19%
2. Glenmark Pharmaceuticals Ltd.2.76%
3. Sun Pharmaceutical Industries Ltd.2.32%
4. Aurobindo Pharma Ltd.1.99%
5. Lupin Ltd.1.76%
6. Divi's Laboratories Ltd.1.39%
7. Emcure Pharmaceuticals Ltd.1.00%
8. Biocon Ltd.0.03%

1. The Federal Bank Ltd.2.34%
2. AU Small Finance Bank Ltd.1.89%
3. ICICI Bank Ltd.1.77%
4. Karur Vysya Bank Ltd.1.12%

1. TVS Motor Company Ltd.1.44%
2. Bajaj Auto Ltd.1.23%
3. Eicher Motors Ltd.1.22%
4. Hero MotoCorp Ltd.1.12%

1. Polycab India Ltd.3.46%
2. KEI Industries Ltd.0.74%

1. Muthoot Finance Ltd.2.41%
2. Shriram Finance Ltd.1.45%
3. L&T Finance Ltd.0.01%

1. State Bank of India2.77%
2. Indian Bank1.04%

1. Fortis Healthcare Ltd.2.27%
2. Aster DM Quality Care Ltd.1.53%

1. Steel Authority of India Ltd.1.72%
2. Tata Steel Ltd.1.18%
3. JSW Steel Ltd.0.90%

1. Cummins India Ltd.3.64%

1. NTPC Ltd.1.39%
2. JSW Energy Ltd.1.04%
3. NTPC Green Energy Ltd.0.93%

1. Hindalco Industries Ltd.2.02%
2. National Aluminium Company Ltd.1.09%

1. BSE Ltd.1.87%
2. Multi Commodity Exchange Of India Ltd.0.93%

1. GE Vernova T&D India Limited2.69%

1. Oracle Financial Services Software Ltd.1.38%
2. Tata Consultancy Services Ltd.0.33%
3. HCL Technologies Ltd.0.28%
4. Infosys Ltd.0.27%

1. Hitachi Energy India Ltd.2.05%

1. INDO-MIM Ltd.1.16%
2. Thermax Ltd.0.86%

1. Bharat Electronics Ltd.2.01%

1. Avenue Supermarts Ltd.2.00%

1. FSN E-Commerce Ventures Ltd.1.94%

1. Grasim Industries Ltd.1.84%

1. Oil & Natural Gas Corporation Ltd.1.74%

1. Apar Industries Ltd.1.72%

1. Schaeffler India Ltd.1.53%

1. Radico Khaitan Ltd.1.46%

1. Ather Energy Ltd.1.45%

1. Aditya Birla Capital Ltd.1.38%

1. Marico Ltd.1.34%

1. Bharat Forge Ltd.1.32%

1. Navin Fluorine International Ltd.1.25%

1. Ashok Leyland Ltd.1.17%

1. Bharat Heavy Electricals Ltd.1.16%

1. Endurance Technologies Ltd.1.15%

1. Reliance Industries Ltd.1.05%
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About Fund Edelweiss Business Cycle Fund Growth

Edelweiss Business Cycle Fund Growth managed by Edelweiss Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹1,449 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.82. 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
Mahindra Manulife Innovation Opportunities Fund Growth0236 CR2.52
Samco Special Opportunities Fund Growth0121 CR3.2
Edelweiss Business Cycle Fund Growth01,448 CR2.82
HDFC Defence Fund Growth510,709 CR1.79
Nippon India Taiwan Equity Fund Growth3947 CR2.53
Fund Name1Y3Y
This FundMahindra Manulife Innovation Opportunities Fund Growth00
This FundSamco Special Opportunities Fund Growth-1.34680
This FundEdelweiss Business Cycle Fund Growth3.00990
This FundHDFC Defence Fund Growth30.5262174.8805
This FundNippon India Taiwan Equity Fund Growth131.0253283.5012

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 2.82. 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 : 4.37%
  • 6 Months : 1.33%
  • 1 Year : 3.01%
  • 3 Years : 0.00%
Returns of Edelweiss Business Cycle Fund Growth are updated daily based on NAV of ₹ 9.0898 as on Aug 19,2026. 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 ₹1,449 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.