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: 1696.88 As on (31-12-2025)
Expense Ratio: 2.04% As on (31-12-2025)
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 06-02-2026
8.9046
0.0293
CAGR Since Inception
-7.64%
NIFTY 500 TRI 12.34%
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 | 5.83 | - | - | - | -7.64 |
| NIFTY 500 TRI | 8.52 | 17.16 | 14.95 | 15.36 | 12.34 |
| Equity: Thematic-Business-Cycle | 5.29 | 17.36 | 18.41 | 14.33 | 9.99 |
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
Sector Allocation
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 | 5.83 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 15.69 | 14.56 | 22.58 | 19.58 | 0.0 |
| Mahindra Manulife Business Cycle Fund Reg Gr | 11-09-2023 | 11.46 | 10.66 | 0.0 | 0.0 | 0.0 |
| DSP Business Cycle Fund Reg Gr | 17-12-2024 | 9.05 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Business Cycle Fund Reg Gr | 06-12-2021 | 7.47 | 9.59 | 14.24 | 0.0 | 0.0 |
| Union Business Cycle Reg Gr | 05-03-2024 | 7.33 | 0.0 | 0.0 | 0.0 | 0.0 |
| Axis Business Cycles Fund Reg Gr | 05-02-2023 | 6.88 | 8.73 | 0.0 | 0.0 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 6.17 | 13.53 | 17.18 | 0.0 | 0.0 |
| Bandhan Business Cycle Fund Reg Gr | 01-09-2024 | 5.53 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Business Cycle Fund Gr | 05-11-2022 | 5.47 | 6.1 | 14.32 | 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 | - | - | - | - | - | - |