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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 ₹8.7793 as of 16 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 -0.12% returns.

Edelweiss Business Cycle Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.12-0.1624.36
6M-2.921.39110.16
1Y2.064.24224.34
3Y0.0010.71378.09

Portfolio Analysis

  • Equity: 97.14%
  • Debt: 2.86%
  • Others
As on: 2026-03-31
View allocation % by

1. Indian Bank3.51%
2. State Bank of India3.05%
3. Canara Bank2.97%
4. Union Bank of India2.34%
5. Punjab National Bank0.97%

1. Glenmark Pharmaceuticals Ltd.3.02%
2. Laurus Labs Ltd.2.16%
3. Lupin Ltd.1.77%
4. Sun Pharmaceutical Industries Ltd.1.14%
5. Alkem Laboratories Ltd.1.11%
6. Abbott India Ltd.0.92%

1. AU Small Finance Bank Ltd.3.63%
2. The Federal Bank Ltd.1.90%
3. ICICI Bank Ltd.1.56%
4. Axis Bank Ltd.1.19%
5. Karur Vysya Bank Ltd.1.00%
6. HDFC Bank Ltd.0.52%

1. Muthoot Finance Ltd.2.68%
2. Shriram Finance Ltd.1.56%
3. L&T Finance Ltd.0.97%
4. Bajaj Finance Ltd.0.93%
5. Mahindra & Mahindra Financial Services Ltd0.85%
6. Sundaram Finance Ltd.0.82%

1. Eicher Motors Ltd.2.10%
2. Hero MotoCorp Ltd.1.10%
3. TVS Motor Company Ltd.0.98%

1. Multi Commodity Exchange Of India Ltd.2.38%
2. BSE Ltd.1.57%

1. Reliance Industries Ltd.1.13%
2. Indian Oil Corporation Ltd.1.09%
3. Bharat Petroleum Corporation Ltd.0.87%
4. Hindustan Petroleum Corporation Ltd.0.86%

1. Hindalco Industries Ltd.2.21%
2. National Aluminium Company Ltd.1.42%

1. Oil & Natural Gas Corporation Ltd.2.15%
2. Oil India Ltd.0.97%

1. Cholamandalam Financial Holdings Ltd.1.14%
2. Aditya Birla Capital Ltd.1.05%
3. Max Financial Services Ltd.0.92%

1. SBI Life Insurance Company Ltd.1.65%
2. ICICI Prudential Life Insurance Co Ltd.1.35%

1. GE Vernova T&D India Limited2.90%

1. Fortis Healthcare Ltd.1.55%
2. Aster DM Healthcare Ltd.1.31%

1. Bharat Electronics Ltd.2.50%

1. Mahindra & Mahindra Ltd.1.33%
2. Maruti Suzuki India Ltd.0.97%

1. APL Apollo Tubes Ltd.2.00%

1. Bharti Airtel Ltd.1.75%
2. Bharti Hexacom Ltd.0.24%

1. Coromandel International Ltd.1.79%

1. FSN E-Commerce Ventures Ltd.1.65%

1. Ashok Leyland Ltd.1.63%

1. JK Cement Ltd.1.29%

1. Asian Paints Ltd.1.28%

1. Marico Ltd.1.18%

1. Titan Company Ltd.1.14%

1. Navin Fluorine International Ltd.1.07%

1. UPL Ltd.1.06%

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
Axis Services Opportunities Fund Growth01442.83 CR2.13
ICICI Prudential Quality Fund Growth02169.93 CR2.09
Edelweiss Business Cycle Fund Growth01498.47 CR2.1
ICICI Prudential PSU Equity Fund Growth21975.03 CR2.1
Nippon India Taiwan Equity Fund Growth31138.67 CR2.36
Fund Name1Y3Y
This FundAxis Services Opportunities Fund Growth00
This FundICICI Prudential Quality Fund Growth00
This FundEdelweiss Business Cycle Fund Growth2.0640
This FundICICI Prudential PSU Equity Fund Growth10.760899.3694
This FundNippon India Taiwan Equity Fund Growth219.8905358.6217

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 : -0.12%
  • 6 Months : -2.92%
  • 1 Year : 2.06%
  • 3 Years : 0.00%
Returns of Edelweiss Business Cycle Fund Growth are updated daily based on NAV of ₹ 8.7793 as on May 14,2026. 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.