Edelweiss Business Cycle Fund Direct Growth

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, Amit Vora, Bhavesh Jain. The fund could potentially beat inflation in the long-run.

1. Edelweiss Business Cycle Fund Direct Growth has ₹1872 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
2. The fund has an expense ratio 0.4.
   

Edelweiss Business Cycle Fund Direct Growth has given a CAGR return of -10.60% since inception. Over the last 1 year the fund has given a CAGR return of -12.90%.

Edelweiss Business Cycle Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Health, Consumer Defensive, Consumer Cyclical, Tech, Basic Materials, Industrial, Communication, Real Estate. Its top holdings are Divi's Laboratories Ltd, Max Healthcare Institute Ltd Ordinary Shares, Fortis Healthcare Ltd, Coromandel International Ltd, Muthoot Finance Ltd

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 benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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 for lump sum payment is INR 100.00 and for SIP is INR 100.00. Edelweiss Business Cycle Fund Direct Growth has no lock in period.