Edelweiss Business Cycle Fund - Regular Plan - IDCW Option

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: 1800.56 As on (29-08-2025)

Expense Ratio: 2.02% As on (31-08-2025)

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 07-10-2025

8.8745

0.0184

CAGR Since Inception

-9.94%

NIFTY 500 TRI 12.44%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Edelweiss Business Cycle Fund - Regular Plan - IDCW Option -8.31 - - - -9.94
NIFTY 500 TRI 1.13 16.66 20.42 14.26 12.44
Equity: Thematic-Business-Cycle -0.7 18.55 24.25 13.36 12.22

Funds Manager

For Overseas Securities: Mr. Amit Vora

RETURNS CALCULATORS for Edelweiss Business Cycle Fund - Regular Plan - IDCW Option

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 - IDCW Option

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Edelweiss Business Cycle Fund - Regular Plan - IDCW Option

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Edelweiss Business Cycle Fund Reg IDCW 30-07-2024 -8.31 0.0 0.0 0.0 0.0
Motilal Oswal Business Cycle Fund Reg Gr 27-08-2024 14.35 0.0 0.0 0.0 0.0
ICICI Pru Business Cycle Fund Gr 05-01-2021 5.99 23.85 23.11 0.0 0.0
Kotak Business Cycle Fund Reg Gr 05-09-2022 5.09 20.08 18.01 0.0 0.0
Sundaram Business Cycle Fund Reg Gr 25-06-2024 4.84 0.0 0.0 0.0 0.0
HDFC Business Cycle Fund Gr 05-11-2022 1.89 14.66 0.0 0.0 0.0
Axis Business Cycles Fund Reg Gr 05-02-2023 1.65 17.37 0.0 0.0 0.0
Bandhan Business Cycle Fund Reg Gr 01-09-2024 1.35 0.0 0.0 0.0 0.0
HSBC Business Cycles Fund Reg Gr 20-08-2014 0.44 21.86 20.73 24.25 13.36
Union Business Cycle Reg Gr 05-03-2024 -1.39 0.0 0.0 0.0 0.0

Asset Allocation (%)

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

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