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.
₹8.70
▲0.5%1D
NAV as on 15 May 2025
/per year
Since Inception
▲▼
1266 people have invested ₹ 64.1L in Edelweiss Business Cycle Fund Direct Growth in the last three months
Edelweiss Business Cycle Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (15-May-25)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
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 (13-May-25)
Fund Distribution
as on (13-May-25)
Equity 99.3%
Debt & Cash 0.7%
Edelweiss Business Cycle Fund Sector Allocation
See fund sector allocation details as on (13-May-25)
Sector Allocation
Equity 99.3%
Debt & Cash 0.7%
Top 3 Sectors in April were Financial Services, Health & Consumer Cyclical
Financial Services
28%
Health
15%
Consumer Cyclical
12%
Financial Services
28%
Health
15%
Consumer Cyclical
12%
Edelweiss Business Cycle Fund Holdings Details
as on (30-Apr-25)
Equity
Edelweiss Business Cycle Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.42% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹1763 Cr |
| Inception Date | 29 July, 2024 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| 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 Bhavesh Jain, Bharat Lahoti. The fund could potentially beat inflation in the long-run.
Key Parameters
- Edelweiss Business Cycle Fund Direct Growth has ₹1763 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
- The fund has an expense ratio 0.4.
Returns
Edelweiss Business Cycle Fund Direct Growth has given a CAGR return of -12.95% since inception.
Holdings
Edelweiss Business Cycle Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Health, Consumer Cyclical, Tech, Basic Materials, Industrial, Consumer Defensive, Communication, Real Estate, Utilities. Its top holdings are Divi's Laboratories Ltd, Muthoot Finance Ltd, Persistent Systems Ltd, Bajaj Finance Ltd, Coromandel International Ltd
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 Direct Growth
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 Direct Growth has no lock in period.
Fund Manager
Bhavesh Jain
Fund Manager of Edelweiss Business Cycle Fund Direct Growth, since 29 July 2024
Bharat Lahoti
Fund Manager of Edelweiss Business Cycle Fund Direct Growth, since 29 July 2024
- AUM of the fund stands at 1.8K Cr as of Apr'25
- AUM increased by 67.8 Cr between Apr'25 and Mar'25
More funds from Edelweiss
5Y CAGR
▲ 35.96
5Y CAGR
▲ 37.29
5Y CAGR
▲ 28.19
5Y CAGR
▲ 27.91
Frequently Asked Questions for Edelweiss Business Cycle Fund Direct Growth
What is the current NAV of Edelweiss Business Cycle Fund Direct Growth?
What are the average returns of Edelweiss Business Cycle Fund Direct Growth?
Edelweiss Business Cycle Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 6.14% | 6.14% |
6 Month Returns | -3.08% | -3.08% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
How do I invest in Edelweiss Business Cycle Fund Direct Growth?
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
What is the expense ratio of Edelweiss Business Cycle Fund Direct Growth?
What is net assets under management (AUM) of Edelweiss Business Cycle Fund Direct Growth?
What are the top 5 holdings of Edelweiss Business Cycle Fund Direct Growth?
What are the top 3 sectors that this Edelweiss Business Cycle Fund Direct Growth has invested in?
What is the alpha of Edelweiss Business Cycle Fund Direct Growth?
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Edelweiss Business Cycle Fund Direct Growth | - | - | - |
What is the beta of Edelweiss Business Cycle Fund Direct Growth??
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Edelweiss Business Cycle Fund Direct Growth | - | - | - |
What is the sharpe ratio of Edelweiss Business Cycle Fund Direct Growth?
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Edelweiss Business Cycle Fund Direct Growth | - | - | - |
What is the standard deviation of Edelweiss Business Cycle Fund Direct Growth?
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Edelweiss Business Cycle Fund Direct Growth | - | - | - |