Edelweiss Business Cycle Fund Direct Growth
Get the latest NAV of Edelweiss Business Cycle Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹9.03
1D
NAV as on 28 Jul 2026
/per year
Since Inception
▲▼
648 people have invested ₹ 26L in Edelweiss Business Cycle Fund in the last three months
Edelweiss Business Cycle Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (28-Jul-26)
The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
Edelweiss Business Cycle Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Edelweiss Business Cycle Fund Asset Allocation
See fund asset allocation details as on (14-Jul-26)
Fund Distribution
as on (14-Jul-26)
Edelweiss Business Cycle Fund Sector Allocation
See fund sector allocation details as on (14-Jul-26)
Sector Allocation
Top 3 Sectors in June were Financial Services, Industrial & Health
Industrial
23%
Financial Services
21%
Health
20%
Financial Services
29%
Industrial
19%
Health
15%
Edelweiss Business Cycle Fund Holdings Details
as on (30-Jun-26)
Edelweiss Business Cycle Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.21% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹1478 Cr |
| Inception Date | 29 July, 2024 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 218.41% |
| Risk |   Very High Risk |
About Edelweiss Business Cycle Fund
Edelweiss Business Cycle Fund Direct Growth is an equity fund. This fund was started on 29 July, 2024. The fund is managed by Bharat Lahoti, Bhavesh Jain, Amit Vora. The fund could potentially beat inflation in the long-run.
Key Parameters
- Edelweiss Business Cycle Fund has ₹1478 Cr worth of assets under management (AUM) as on Jul 2026 and is more than category average.
- The fund has an expense ratio 1.2.
Returns
Edelweiss Business Cycle Fund has given a CAGR return of -4.99% since inception. Over the last 1 year the fund has given a CAGR return of 1.31%.
Holdings
Edelweiss Business Cycle Fund has allocated its funds majorly in Cash Equivalent, Industrial, Financial Services, Health, Basic Materials, Consumer Cyclical, Consumer Defensive, Utilities, Energy, Tech, Corporate. Its top holdings are Cummins India Ltd, Laurus Labs Ltd, GE Vernova T&D India Ltd, Polycab India Ltd, State Bank of India
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Edelweiss Business Cycle Fund
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Edelweiss Business Cycle Fund has no lock in period.
Fund Manager
Bharat Lahoti
Fund Manager of Edelweiss Business Cycle Fund, since 29 July 2024
Bhavesh Jain
Fund Manager of Edelweiss Business Cycle Fund, since 29 July 2024
Amit Vora
Fund Manager of Edelweiss Business Cycle Fund, since 29 July 2024
- AUM of the fund stands at 1.5K Cr as of Jun'26
- AUM has remained same between Jun'26 and May'26
Frequently Asked Questions for Edelweiss Business Cycle Fund Direct Growth
How do I invest in Edelweiss Business Cycle Fund?
- Download the INDmoney app.
- Search for ‘Edelweiss Business Cycle Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.