Edelweiss Business Cycle Fund - Regular Plan - Growth
Fund House: Edelweiss Mutual Fund| Category: Equity: Thematic-Business-Cycle |
| Launch Date: 30-07-2024 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.02% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100 |
| Minimum Topup: 100 |
| Total Assets: 1,872.27 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: - | Exit Load: Exit Load: • If the units are redeemed /switched out on or before 90 days from the date of allotment – 1% of the appliable NAV. • If the units are redeemed /switched out after 90 days from the date of allotment - NIL |
8.6964
0.06 (0.7152%)
-13.02%
Benchmark: 12.42%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
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. There is no assurance that the investment objective of the Scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Edelweiss Business Cycle Fund - Regular Plan - Growth | 30-07-2024 | -10.18 | - | - | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 6.71 | 20.11 | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 6.37 | 23.23 | 21.61 | - | - |
| Sundaram Business Cycle Fund Regular Plan Growth | 25-06-2024 | 6.32 | - | - | - | - |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 3.88 | 22.93 | 21.24 | 25.6 | 13.13 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
6.35%
Others
12.7%
Large Cap
40.18%
Mid Cap
46.97%
