Edelweiss Business Cycle Fund - Regular Plan - Growth

Fund House: Edelweiss Mutual Fund

Category: Equity: Thematic-Business-Cycle

Status: Open Ended Schemes

Launch Date: 30-07-2024

Minimum Investment: 100.0

Asset Class:

Minimum Topup: 100.0

Benchmark: NIFTY 500 TRI

Total Assets: 1872.27 As on (31-07-2025)

Expense Ratio: 2.02% As on (31-07-2025)

Turn over: 81.00% | 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

NAV as on 14-08-2025

8.722

0.0256

CAGR Since Inception

-12.75%

NIFTY 500 TRI 12.42%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Edelweiss Business Cycle Fund - Regular Plan - Growth -9.64 - - - -12.75
NIFTY 500 TRI 1.07 15.48 20.99 13.56 12.42
Equity: Thematic-Business-Cycle -0.8 18.07 25.75 12.85 11.31

Funds Manager

For Overseas Securities: Mr. Amit Vora

RETURNS CALCULATORS for Edelweiss Business Cycle Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Edelweiss Business Cycle Fund - Regular Plan - Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Edelweiss Business Cycle Fund - Regular Plan - Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Edelweiss Business Cycle Fund Reg Gr 30-07-2024 -9.64 0.0 0.0 0.0 0.0
ICICI Pru Business Cycle Fund Gr 05-01-2021 7.76 23.51 21.7 0.0 0.0
Kotak Business Cycle Fund Reg Gr 05-09-2022 6.91 20.39 0.0 0.0 0.0
Sundaram Business Cycle Fund Reg Gr 25-06-2024 6.05 0.0 0.0 0.0 0.0
HSBC Business Cycles Fund Reg Gr 20-08-2014 3.38 23.23 21.02 25.75 12.85
Axis Business Cycles Fund Reg Gr 05-02-2023 2.51 18.39 0.0 0.0 0.0
HDFC Business Cycle Fund Gr 05-11-2022 2.03 15.19 0.0 0.0 0.0
ABSL Business Cycle Fund Reg Gr 06-12-2021 -0.2 14.66 12.88 0.0 0.0
Union Business Cycle Reg Gr 05-03-2024 -2.92 0.0 0.0 0.0 0.0
Baroda BNP Paribas Business Cycle Fund Reg Gr 15-09-2021 -3.75 16.87 15.6 0.0 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of Edelweiss Business Cycle Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Edelweiss Business Cycle Fund - Regular Plan - Growth - - - - - -
Equity: Thematic-Business-Cycle - - - - - -