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Edelweiss BusIness Cycle Fund - Regular Plan - IDCW Option

Equity: Thematic-Business-Cycle Open Ended Scheme
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NAV
₹ 8.8143 ₹ 0.1 (1.09 %)
as on 10-07-2026
Asset Size (AUM)
1,500.26 Cr
Launch Date
Jul 30, 2024
Invest in this scheme
Investment Objective
The Fund seeks to generate long-term capital appreciation by investing predominantly in equity and equity related securities with a focus on navigating business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. There is no assurance that the investment objective of the Scheme will be achieved.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Jul 30, 2024
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-6.52

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
2.1%
Volatility
0.0 %
Fund House
Edelweiss Mutual Fund
Fund Manager
Mr. Bhavesh Jain, Mr. Bharat Lahoti & Mr. Amit Vora
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
Exit Load
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
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Edelweiss BusIness Cycle Fund - Regular Plan - IDCW Option
Invesco India BusIness Cycle Fund - Growth
MahIndra Manulife BusIness Cycle Fund- Regular Plan - Growth
Kotak BusIness Cycle Fund-Regular Plan-Growth
Union BusIness Cycle Fund - Regular Plan - Growth Option
HDFC BusIness Cycle Fund - Growth Option
Quant BusIness Cycle Fund - Growth Option - Regular Plan
DSP BusIness Cycle Fund - Regular - Growth
Aditya Birla Sun Life BusIness Cycle Fund-Regular-Growth
Axis BusIness Cycles Fund - Regular Plan - Growth
Performance

Scheme Performance (%)

Data as on - 10-07-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Edelweiss BusIness Cycle Fund - Regular Plan - IDCW Option 30-07-2024 -1.92 0.0 0.0 0.0 0.0
Invesco India BusIness Cycle Fund - Growth 27-02-2025 16.05 0.0 0.0 0.0 0.0
MahIndra Manulife BusIness Cycle Fund- Regular Plan - Growth 11-09-2023 6.2 2.57 0.0 0.0 0.0
Kotak BusIness Cycle Fund-Regular Plan-Growth 05-09-2022 5.92 6.67 16.14 0.0 0.0
Union BusIness Cycle Fund - Regular Plan - Growth Option 05-03-2024 5.17 1.25 0.0 0.0 0.0
HDFC BusIness Cycle Fund - Growth Option 05-11-2022 3.46 2.64 11.68 0.0 0.0
Quant BusIness Cycle Fund - Growth Option - Regular Plan 30-05-2023 3.16 -2.82 17.16 0.0 0.0
DSP BusIness Cycle Fund - Regular - Growth 17-12-2024 3.11 0.0 0.0 0.0 0.0
Aditya Birla Sun Life BusIness Cycle Fund-Regular-Growth 06-12-2021 2.54 2.75 12.55 0.0 0.0
Axis BusIness Cycles Fund - Regular Plan - Growth 05-02-2023 2.42 2.38 14.0 0.0 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings