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Edelweiss Business Cycle Fund-Reg(G)

As on Apr-25-2025 change fund
8.30  up-0.17 (-2.02%)

fund 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.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2024-2025
NAV in Rs (as on 31-Mar-2025)8.17
Net Assets(Rs Crores) (as on 31-Mar-2025) 1695.21
Scheme Returns(%)(Absolute)-18.26
B'mark Returns(%)(Absolute)NA
Category Rank117/119
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2024-2025NANA-8.27-13.04
Top 10 holdings
company (%)
Divi's Laboratories Ltd.4.25 
Muthoot Finance Ltd.4.23 
Persistent Systems Ltd.3.78 
Bajaj Finance Ltd.3.54 
Coromandel International Ltd.3.47 
Fortis Healthcare Ltd.3.39 
Samvardhana Motherson Internat...3.15 
Marico Ltd.3.10 
HDFC Bank Ltd.2.63 
Lupin Ltd.2.57 

Category

Thematic Fund

Launch Date

29-Jul-24

Scheme Benchmark

NA

AUM ( in Cr.)

1,695.21

portfolio price to book value

10.21

investing style?

Large Growth

fund manager?

Bhavesh Jain,Bharat Lahoti,Amit Vora

inception date (regular plan)

29-Jul-24

expense ratio (regular plan) %

2.03

Top 10 sectors
sectors (%)
IT - Software10.01
Finance - NBFC9.75
Pharmaceuticals & Drugs8.07
Bank - Private7.43
Hospital & Healthcare Services5.80
Consumer Food4.95
Metal - Non Ferrous4.29
Auto Ancillary4.12
Finance - Investment3.65
Fertilizers3.47

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
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performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Edelweiss Business Cycle Fund-Reg(G)Large-Growth 29-Jul-20241,695.21NANANANA-16.95
Franklin India Opportunities Fund(G)Large-Growth 21-Feb-20006,046.759.8929.2532.6115.4613.35
Invesco India PSU Equity Fund(G)Large-Growth 18-Nov-20091,217.40-0.5428.8129.1115.8212.13
Aditya Birla SL PSU Equity Fund-Reg(G)Large-Blend 30-Dec-20195,342.23-7.2927.7032.39NA24.08
ICICI Pru India Opp Fund(G)Large-Growth 15-Jan-201925,696.4212.4523.1534.55NA21.50
360 ONE Quant Fund-Reg(G)Large-Growth 29-Nov-2021631.719.5423.04NANA19.35
UTI Transportation & Logistics Fund-Reg(G)Large-Growth 16-Apr-20043,163.31-1.6421.4930.5111.1716.27
Quant Quantamental Fund-Reg(G)Large-Growth 30-Apr-20211,891.54-9.7520.13NANA20.62
Kotak Pioneer Fund-Reg(G)Large-Growth 25-Oct-20192,554.359.5517.7327.62NA20.66
Taurus Ethical Fund-Reg(G)Large-Growth 20-Mar-2009274.310.4512.6819.9511.6716.65
Quantum ESG Best In Class Strategy Fund-Reg(G)Large-Growth 12-Jul-201991.907.8712.5722.04NA15.38
Tata Ethical Fund-Reg(G)Large-Growth 24-May-19963,216.020.6910.4220.7211.3415.43
Edelweiss Recently Listed IPO Fund-Reg(G)Large-Growth 22-Feb-2018836.800.048.7222.25NA12.92
Union Innovation & Opp Fund-Reg(G)Large-Growth 06-Sep-2023854.349.71NANANA15.46
Samco Active Momentum Fund-Reg(G)Large-Growth 05-Jul-2023886.806.75NANANA19.31
Nippon India Innovation Fund-Reg(G)Large-Growth 28-Aug-20232,309.575.29NANANA17.36
Axis India Manufacturing Fund-Reg(G)Large-Growth 21-Dec-20235,297.794.47NANANA18.88
Canara Rob Manufacturing Fund-Reg(G)Large-Growth 11-Mar-20241,511.263.36NANANA9.38
Mahindra Manulife Business Cycle Fund-Reg(G)Large-Growth 11-Sep-20231,128.523.10NANANA21.88
WOC Special Opp Fund-Reg(G)Large-Growth 04-Jun-2024780.08NANANANA17.89
Shriram Multi Sector Rotation Fund-Reg(G)Large-Growth 09-Dec-2024190.35NANANANA-20.91
Bank of India Business Cycle Fund-Reg(G)Large-Growth 30-Aug-2024514.97NANANANA-13.20
DSP Business Cycle Fund-Reg(G)Large-Growth 17-Dec-2024976.66NANANANA-5.05
LIC MF Manufacturing Fund-Reg(G)Large-Growth 11-Oct-2024768.32NANANANA-12.62
Bandhan Business Cycle Fund-Reg(G)Large-Growth 30-Sep-20241,587.92NANANANA-6.34
Sundaram Business Cycle Fund-Reg(G)Large-Growth 25-Jun-20241,604.63NANANANA2.50
Baroda BNP Paribas Manufacturing Fund-Reg(G)Large-Growth 28-Jun-20241,228.99NANANANA-11.48
HSBC India Export Opportunities Fund-Reg(G)Large-Growth 25-Sep-20241,633.52NANANANA-10.92
HDFC Manufacturing Fund-Reg(G)Large-Growth 16-May-202411,596.69NANANANA-3.53
Groww Nifty India Railways PSU Index Fund-Reg(G)Large-Growth 04-Feb-202523.50NANANANA-4.77
SBI Innovative Opportunities Fund-Reg(G)Large-Growth 20-Aug-20246,951.40NANANANA-12.62
Motilal Oswal Business Cycle Fund-Reg(G)Large-Growth 27-Aug-20241,751.58NANANANA15.18
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