Edelweiss Business Cycle Fund Direct Transfer Inc Dist cum Cap Wdrl
Get the latest NAV of Edelweiss Business Cycle Fund Direct Transfer Inc Dist cum Cap Wdrl. 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.
₹9.20
1D
NAV as on 03 Jul 2025
/per year
Since Inception
▲▼
Edelweiss Business Cycle Fund Direct Transfer Inc Dist cum Cap Wdrl Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (03-Jul-25)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Edelweiss Business Cycle Fund Direct Transfer Inc Dist cum Cap Wdrl Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Edelweiss Business Cycle Fund Direct Transfer Inc Dist cum Cap Wdrl Asset Allocation
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 99.7%
Debt & Cash 0.3%
Edelweiss Business Cycle Fund Direct Transfer Inc Dist cum Cap Wdrl Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 99.7%
Debt & Cash 0.3%
Top 3 Sectors in May were Financial Services, Health & Consumer Cyclical
Financial Services
29%
Health
18%
Consumer Cyclical
12%
Financial Services
28%
Health
15%
Consumer Cyclical
12%
Edelweiss Business Cycle Fund Direct Transfer Inc Dist cum Cap Wdrl Holdings Details
as on (30-Jun-25)
Equity
Debt & Cash
Edelweiss Business Cycle Fund Direct Transfer Inc Dist cum Cap Wdrl 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 | ₹1840 Cr |
| Inception Date | 29 July, 2024 |
| Min Lumpsum/SIP | --/-- |
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 Direct Transfer Inc Dist cum Cap Wdrl
Edelweiss Business Cycle Fund Direct Transfer Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 29 July, 2024. The fund is managed by Bharat Lahoti, Bhavesh Jain. The fund could potentially beat inflation in the long-run.
Key Parameters
- Edelweiss Business Cycle Fund Direct Transfer Inc Dist cum Cap Wdrl has ₹1840 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
- The fund has an expense ratio 0.4.
Returns
Edelweiss Business Cycle Fund Direct Transfer Inc Dist cum Cap Wdrl has given a CAGR return of -8.03% since inception.
Holdings
Edelweiss Business Cycle Fund Direct Transfer Inc Dist cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Health, Consumer Cyclical, Consumer Defensive, Industrial, Tech, Basic Materials, Government, Communication, Real Estate. Its top holdings are Divi's Laboratories Ltd, Coromandel International Ltd, Persistent Systems Ltd, Kotak Mahindra Bank Ltd, Fortis Healthcare 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 Transfer Inc Dist cum Cap Wdrl
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 0.00 and for SIP is INR 0.00. Edelweiss Business Cycle Fund Direct Transfer Inc Dist cum Cap Wdrl has no lock in period.
Fund Manager
Bharat Lahoti
Fund Manager of Edelweiss Business Cycle Fund Direct Transfer Inc Dist cum Cap Wdrl, since 29 July 2024
Bhavesh Jain
Fund Manager of Edelweiss Business Cycle Fund Direct Transfer Inc Dist cum Cap Wdrl, since 29 July 2024
- AUM of the fund stands at 1.8K Cr as of May'25
- AUM increased by 76.8 Cr between May'25 and Apr'25
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5Y CAGR
▲ 35.30
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▲ 36.17
5Y CAGR
▲ 26.26
5Y CAGR
▲ 26.58
Frequently Asked Questions for Edelweiss Business Cycle Fund Direct Transfer Inc Dist cum Cap Wdrl
How do I invest in Edelweiss Business Cycle Fund Direct Transfer Inc Dist cum Cap Wdrl?
- Download the INDmoney app.
- Search for ‘Edelweiss Business Cycle Fund Direct Transfer Inc Dist cum Cap Wdrl’.
- 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.