Edelweiss Business Cycle Fund

Edelweiss Business Cycle Fund

Equity

Edelweiss Mutual Fund

Equity - Other

Get the latest NAV of Edelweiss Business Cycle Fund. 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.

₹8.54

▼-0.1%1D

NAV as on 16 Mar 2026

-9.25%/per year

Since Inception

Absolute Gain%

▲▼

758 people have invested ₹ 20.3L 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 (16-Mar-26)

The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-7.41%
-5.41%
-5.36%
11.38%
--
--
Nifty 500
-8.87%
-9.24%
-8.46%
6.02%
14.29%
11.32%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
-0.27%
8.57%
15.16%
40.39%
32.84%
27.06%
Worst in Equity - Other
-14.21%
-21.92%
-23.59%
-11.68%
7.85%
5.89%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Edelweiss Business Cycle Fund
-
1,589Cr
0.53%
11.38%
-
--
--
--
--
--
ICICI Prudential India Opportunities Fund
1/47
35,666Cr
0.66%
11.49%
22.63%
7.78
0.82
1.52
3.00
1.60
ICICI Prudential Business Cycle Fund
2/47
16,202Cr
0.74%
11.25%
21.35%
7.04
0.84
1.44
2.86
1.52
Nippon India Quant Fund
3/47
113Cr
0.53%
10.51%
19.61%
3.82
1.02
1.13
2.00
1.38
See all

Edelweiss Business Cycle Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Edelweiss Business Cycle Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Mid cap
49.1%
Large cap
44.9%
Small cap
3%
Large Cap allocation has gone up from 44.7% to 44.9%
Large Cap allocation has gone up from 44.7% to 44.9%
Small Cap allocation has gone up from 2.8% to 3%
Small Cap allocation has gone up from 2.8% to 3%
Mid Cap allocation has gone down from 49.4% to 49.1%
Mid Cap allocation has gone down from 49.4% to 49.1%
Cash allocation has gone down from 0.5% to 0.4%
Cash allocation has gone down from 0.5% to 0.4%

Edelweiss Business Cycle Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Financial Services
28.3%
Health
23.9%
Consumer Cyclical
9.6%
Industrial
9.5%
Consumer Defensive
7.9%
Basic Materials
7.8%
Tech
6%
Communication
6%
Real Estate
1.1%

Top 3 Sectors in February were Financial Services, Basic Materials & Health

Feb'26

Financial Services

45%

Basic Materials

13%

Health

12%

Jan'26

Financial Services

47%

Basic Materials

13%

Health

12%

Edelweiss Business Cycle Fund Holdings Details

as on (28-Feb-26)

Holdings
Weight%
1M Change
AU Small Finance Bank Ltd
3.59%
-0.8%
Indian Bank
3.58%
-4.1%
Canara Bank
3.29%
-3.2%
State Bank of India
3.25%
-4.1%
Muthoot Finance Ltd
3.1%
-13.7%
See all
Top Stocks bought last month
Oil & Natural Gas Corp Ltd's allocation increased from 1% to 1.83%
Oil & Natural Gas Corp Ltd's allocation increased from 1% to 1.83%
State Bank of India's allocation increased from 3.04% to 3.25%
State Bank of India's allocation increased from 3.04% to 3.25%
GE Vernova T&D India Ltd's allocation increased from 2.46% to 2.66%
GE Vernova T&D India Ltd's allocation increased from 2.46% to 2.66%
Top Stocks sold last month
AU Small Finance Bank Ltd's allocation decreased from 3.72 % to 3.59 %
AU Small Finance Bank Ltd's allocation decreased from 3.72 % to 3.59 %
Muthoot Finance Ltd's allocation decreased from 4.11 % to 3.1 %
Muthoot Finance Ltd's allocation decreased from 4.11 % to 3.1 %
Bharat Electronics Ltd's allocation decreased from 2.44 % to 2.42 %
Bharat Electronics Ltd's allocation decreased from 2.44 % to 2.42 %

Edelweiss Business Cycle Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.53%
Benchmark
Nifty 500 TR INR
AUM₹1589 Cr
Inception Date29 July, 2024
Min Lumpsum/SIP₹100/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
218.41%
Risk
Risk meter
pointer
Very High Risk

About Edelweiss Business Cycle Fund

Edelweiss Business Cycle Fund is an equity fund. This fund was started on 29 July, 2024. The fund is managed by Bhavesh Jain, Amit Vora, Bharat Lahoti. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Edelweiss Business Cycle Fund has ₹1589 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 0.5.

Returns

Edelweiss Business Cycle Fund has given a CAGR return of -9.25% since inception. Over the last 1 year the fund has given a CAGR return of 11.38%.

Holdings

Edelweiss Business Cycle Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Basic Materials, Health, Consumer Cyclical, Energy, Industrial, Communication, Consumer Defensive, Tech, Corporate. Its top holdings are AU Small Finance Bank Ltd, Indian Bank, Canara Bank, State Bank of India, Muthoot Finance 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 benefit
Dividends 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

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

Bharat Lahoti

Fund Manager of Edelweiss Business Cycle Fund, since 29 July 2024

Learn more about Edelweiss Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 1.6K Cr
₹ 1.6K Cr
₹ 1.7K Cr
  • AUM of the fund stands at 1.6K Cr as of Feb'26
  • AUM increased by 2.6 Cr between Feb'26 and Jan'26

Frequently Asked Questions for Edelweiss Business Cycle Fund

How do I invest in Edelweiss Business Cycle Fund?

INDmoney makes it simple to invest in the Edelweiss Business Cycle Fund. To do so, follow the steps below:
  • 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.

What is the current NAV of Edelweiss Business Cycle Fund?

The NAV of the fund today is ₹8.54. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Edelweiss Business Cycle Fund fund has generated a return of 11.38% in 1 year

Who is the fund manager of Edelweiss Business Cycle Fund?

The fund managers are Bhavesh Jain, Amit Vora, Bharat Lahoti.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-90 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.53%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹1589 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Edelweiss Business Cycle Fund?

The top 3 holdings of the fund are AU Small Finance Bank Ltd(3.59%), Indian Bank(3.58%), Canara Bank(3.29%)