Edelweiss Business Cycle Fund - Regular Plan - IDCW Option
Fund House: Edelweiss Mutual Fund| Category: Equity: Thematic-Business-Cycle |
| Launch Date: 30-07-2024 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.1% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,381.35 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: 1.84% | 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 |
8.8854
-0.05 (-0.6156%)
-6.71%
Benchmark: 12.21%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 - IDCW Option | 30-07-2024 | 7.28 | - | - | - | - |
| Invesco India Business Cycle Fund - Growth | 27-02-2025 | 22.52 | - | - | - | - |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | 13.25 | 8.26 | - | - | - |
| Union Business Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | 10.34 | 5.81 | - | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 9.8 | 10.6 | 17.28 | - | - |
| Bank of India Business Cycle Fund - Regular Plan - Growth | 05-08-2024 | 9.76 | - | - | - | - |
| DSP Business Cycle Fund - Regular - Growth | 17-12-2024 | 8.67 | - | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 7.89 | 8.82 | 20.88 | 17.97 | - |
| Axis Business Cycles Fund - Regular Plan - Growth | 05-02-2023 | 7.81 | 6.72 | 15.91 | - | - |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 7.79 | 7.46 | 18.38 | 17.39 | 14.29 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
4.35%
Others
2.83%
Large Cap
37.85%
Mid Cap
54.97%
