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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)

₹1,500 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 ₹8.7979 as of 25 Jun, 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 ₹1,500 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(%)
1M0.810.0911.01
6M-1.621.59115.85
1Y0.114.64207.54
3Y0.0012.95342.27

Portfolio Analysis

  • Equity: 98.91%
  • Debt: 1.09%
  • Others
As on: 2026-05-31
View allocation % by

1. Glenmark Pharmaceuticals Ltd.2.96%
2. Laurus Labs Ltd.2.72%
3. Lupin Ltd.1.60%
4. Aurobindo Pharma Ltd.1.28%
5. Divi's Laboratories Ltd.1.11%
6. Sun Pharmaceutical Industries Ltd.1.07%
7. Emcure Pharmaceuticals Ltd.0.88%

1. State Bank of India2.73%
2. Indian Bank2.52%
3. Canara Bank2.09%
4. Union Bank of India1.56%
5. Punjab National Bank0.28%

1. The Federal Bank Ltd.1.95%
2. AU Small Finance Bank Ltd.1.73%
3. ICICI Bank Ltd.1.50%
4. Axis Bank Ltd.1.21%
5. Karur Vysya Bank Ltd.0.91%

1. Muthoot Finance Ltd.2.12%
2. Shriram Finance Ltd.1.56%
3. L&T Finance Ltd.1.06%
4. Bajaj Finance Ltd.0.97%

1. Eicher Motors Ltd.2.11%
2. TVS Motor Company Ltd.1.91%
3. Hero MotoCorp Ltd.0.98%

1. Multi Commodity Exchange Of India Ltd.2.35%
2. BSE Ltd.2.06%

1. Hindalco Industries Ltd.2.59%
2. National Aluminium Company Ltd.1.44%

1. Polycab India Ltd.2.84%
2. KEI Industries Ltd.0.97%

1. GE Vernova T&D India Limited3.78%

1. Cummins India Ltd.3.14%

1. Fortis Healthcare Ltd.1.67%
2. Aster DM Healthcare Ltd.1.31%

1. Indian Oil Corporation Ltd.1.04%
2. Reliance Industries Ltd.1.03%
3. Bharat Petroleum Corporation Ltd.0.85%

1. Tata Steel Ltd.1.55%
2. Steel Authority of India Ltd.1.10%

1. NTPC Green Energy Ltd.1.38%
2. JSW Energy Ltd.1.07%

1. Bharat Electronics Ltd.2.36%

1. Mahindra & Mahindra Ltd.1.02%
2. Maruti Suzuki India Ltd.0.95%

1. Hitachi Energy India Ltd.1.92%

1. Oil & Natural Gas Corporation Ltd.1.84%

1. FSN E-Commerce Ventures Ltd.1.70%

1. Bharti Airtel Ltd.1.66%

1. Asian Paints Ltd.1.46%

1. Marico Ltd.1.22%

1. Aditya Birla Capital Ltd.1.20%

1. Radico Khaitan Ltd.1.15%

1. Navin Fluorine International Ltd.1.14%

1. Endurance Technologies Ltd.1.10%

1. Titan Company Ltd.1.09%

1. Ashok Leyland Ltd.1.06%

1. Avenue Supermarts Ltd.1.03%

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 ₹1,500 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
Franklin India Multi-Factor Fund Growth0557.22 CR2.4
Shriram Multi Sector Rotation Fund Growth0171.14 CR2.43
Edelweiss Business Cycle Fund Growth01500.1 CR2.1
HDFC Defence Fund Growth59724.27 CR1.75
Nippon India Taiwan Equity Fund Growth31256.27 CR2.15
Fund Name1Y3Y
This FundFranklin India Multi-Factor Fund Growth00
This FundShriram Multi Sector Rotation Fund Growth1.89350
This FundEdelweiss Business Cycle Fund Growth0.1120
This FundHDFC Defence Fund Growth14.4191195.7918
This FundNippon India Taiwan Equity Fund Growth203.3559324.2776

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 : -1.62%
  • 1 Year : 0.11%
  • 3 Years : 0.00%
Returns of Edelweiss Business Cycle Fund Growth are updated daily based on NAV of ₹ 8.7979 as on Jun 24,2026. 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 ₹1,500 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.