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Edelweiss Business Cycle Fund - Regular Growth

Last Updated NAV Date: 09 Sep 2026

3 Year Returns

N/A

NAV (₹)

9.1446

1 Day NAV Change

-0.31%

Edelweiss Business Cycle Fund - Regular Growth is a scheme from Edelweiss Mutual Fund AMC, launched on 29 Jul 2024 and currently managing ₹ 1448.64 Cr in assets. It sits in the very high risk category on the riskometer, with a minimum SIP of ₹100 and a lump sum of ₹5000. The sections below cover its latest NAV, historical returns, portfolio holdings, and expense ratio.

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Edelweiss Business Cycle Fund - Regular Growth Fund Details

Min. SIP Amount₹ 100
Min. Lumpsum Amount₹ 5000
AUM₹ 1448.64 Cr
Expense Ratio2.68%
Lock-in PeriodNo Lock-in Period
Inception Date29 Jul 2024
Fund Age2 Yrs

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

Fund’s 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.

Calculate Your Mutual Fund Returns

Returns Estimator

Estimation is based on the past performance

Expected Rate of Return

The value of your investment after 5 Years will be

4,12,432

Invested Amount

3,00,000

Est. Returns

1,12,432

Scheme’s Historical Return

1 Month Return0.37%
3 Month Return6.09%
6 Month Return6.45%
1 Year Return4.73%

Asset Allocation

AUM

₹1,33,309.00 Cr

Cash Holdings

21.45%

Equity

70.84%

Cash

21.45%

Debt

1.71%

Other

6%

Edelweiss Business Cycle Fund - Regular Growth Sector Holdings

Last Updated: 31 Jul 2026
SectorsAllocationWeightageValue (in Cr.)
Others
15.87%229.945
Pharmaceuticals
15.75%228.131
Banks
11.15%161.495
Capital Goods - Electrical Equipment
8.64%125.189
Automobile
7.78%112.702
Finance
5.35%77.498
Capital Goods-Non Electrical Equipment
4.90%70.936
Steel
4.81%69.671
Cables
4.29%62.08
Healthcare
3.88%56.136

Edelweiss Business Cycle Fund - Regular Growth Stock Holdings

Last Updated: 31 Jul 2026
NameAllocationWeightageValue (in Cr.)Sector
Laurus Labs
4.19%60.706Pharmaceuticals
Cummins India
3.64%52.739Capital Goods-Non Electrical Equipment
Polycab India
3.46%50.086Cables
SBI
2.77%40.069Banks
Glenmark Pharma.
2.76%39.998Pharmaceuticals
GE Vernova T&D
2.69%38.91Capital Goods - Electrical Equipment
Muthoot Finance
2.41%34.907Finance
Federal Bank
2.34%33.887Banks
Sun Pharma.Inds.
2.32%33.632Pharmaceuticals
Fortis Health.
2.27%32.834Healthcare

Fund Manager Details

He has an overall work experience of 9 years in the research function of organizations in the financial services sector and he was associated with D.E Shaw India Software Pvt.Ltd. as a Senior Manager - Fundamental Research BE (Electronics & Telecommunication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management.

Risk-O-Meter

Very High Risk

Investors understand that their principal will be at Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

AMC Information

Edelweiss Mutual Fund

Funds Managed

76

Assets Managed

₹ 1,95,092.01 Cr

Contact Details

Registered Address

Edelwiess House,Off.C.S.T. Road,Kalina, Mumbai - 400 098.

Managing Director

Ms. Radhika Gupta

Chief Executive Officer

Ms. Radhika Gupta

Compliance Officer

Mr. Jehzeel Master

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Disclaimer

The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...

Frequently Asked Questions

You can withdraw your investment from Edelweiss Business Cycle Fund - Regular Growth through your mutual fund app, AMC website, or demat or stock broker online account at the applicable NAV.
The minimum investment for Edelweiss Business Cycle Fund - Regular Growth is ₹ 5000 for Lumpsum and ₹ 100 for SIP. You can open a demat account or login to the existing stock broker online account to get started.
Edelweiss Business Cycle Fund - Regular Growth has a lock-in period of No Lock-in Period. Schemes with a lock-in restrict withdrawals or redemptions for that duration, while schemes with no lock-in allow you to redeem anytime.
The average annualized return of Edelweiss Business Cycle Fund - Regular Growth over the past three years is N/A.
The current NAV of Edelweiss Business Cycle Fund - Regular Growth is 9.1446.
The Expense ratio of Edelweiss Business Cycle Fund - Regular Growth is 2.68%. It is an annual charge for running the mutual fund. You can find the same on the factsheet and the Asset Management Companies website.
The latest AUM of the Edelweiss Business Cycle Fund - Regular Growth fund is ₹ 1448.64 Cr. It represents the total assets held and managed by the fund.
The exit load for Edelweiss Business Cycle Fund - Regular Growth is 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.
The fund managers of the Edelweiss Business Cycle Fund - Regular Growth are Bharat Lahoti, Bhavesh Jain, Amit Vora. However, with management's discretion, the fund manager could also change during the tenure.
Edelweiss Business Cycle Fund - Regular Growth was launched on 29 Jul 2024. Since then, the fund has formed an NAV (Net Asset Value) of 9.1446.

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