What is the NAV of Edelweiss Business Cycle Fund?
The Current NAV of Edelweiss Business Cycle Fund is ₹8.93, as of 13th June 2025What are the top 5 sectors holdings of Edelweiss Business Cycle Fund?
The top sectors Edelweiss Business Cycle Fund has invested in are as for 29th 07 2024 are as follows -- Specialized Finance | 10.71%
- IT Services & Consulting | 10.01%
- Investment Banking & Brokerage | 9.68%
- Pharmaceuticals | 8.07%
- Private Banks | 7.43%
What are the top 5 holdings Edelweiss Business Cycle Fund?
The top 5 holdings for Edelweiss Business Cycle Fund are- Divi's Laboratories Ltd | 4.25%
- Muthoot Finance Ltd | 4.23%
- Clearing Corporation of India Ltd. | 4.18%
- Persistent Systems Ltd | 3.78%
- Bajaj Finance Ltd | 3.54%
What is the asset allocation of Edelweiss Business Cycle Fund?
The Edelweiss Business Cycle Fund is a plan that invests- Equity | 92.56%
- Cash & Equivalents | 6.40%
- Rights | 1.04%
How to invest in Edelweiss Business Cycle Fund?
If you wish to invest in Edelweiss Business Cycle Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Edelweiss Business Cycle Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Edelweiss Business Cycle Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Edelweiss Business Cycle Fund?
The AUM of Edelweiss Business Cycle Fund is 1763.02 Cr as of 13th June 2025What is the expense ratio of Edelweiss Business Cycle Fund Plan?
The expense ratio of Edelweiss Business Cycle Fund Plan is 0.42How to exit Edelweiss Business Cycle Fund?
If you have invested in Edelweiss Business Cycle Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of Edelweiss Business Cycle Fund?
The alpha ratio for the Edelweiss Business Cycle Fund is 1.09
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Edelweiss Business Cycle Fund?
The volatility or standard deviation for the Edelweiss Business Cycle Fund is 19.36
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Edelweiss Business Cycle Fund?
The sharpe ratio for the Edelweiss Business Cycle Fund is -0.80
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Edelweiss Business Cycle Fund?
The Sortino ratio for the Edelweiss Business Cycle Fund is -0.08
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Edelweiss Business Cycle Fund?
The PE ratio (price-to-earnings) of the Edelweiss Business Cycle Fund is 60.12 while category PE ratio is 44.321. Test MF FAQ for Mutual Fund Edelweiss Business Cycle Fund Shares?
The Current NAV of Edelweiss Business Cycle Fund is ₹8.93, as of 13th June 20255. Test MF FAQ Is there any lock-in period for Edelweiss Business Cycle Fund Plan?
There is a lock in period of N/A for Edelweiss Business Cycle Fund
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Edelweiss Business Cycle Fund Direct Growth
Growth
8.930.36% (-0.03)
High
—
—
Low
—
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Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
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Edelweiss Business Cycle Fund Performance & Key Metrics
Edelweiss Business Cycle Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.42 | 60.12 | -0.80 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.45 | 44.32 | 0.02 |
Edelweiss Business Cycle Fund Scheme InfoEdelweiss Business Cycle Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Thematic Fund
About Thematic Fund
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
Edelweiss Business Cycle Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
Edelweiss Business Cycle Fund Peers & Comparison
Comparing 3 mutual funds from
EquityThematic Fund
EquityThematic Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Edelweiss Business Cycle Fund | — | — | — |
| ICICI Pru India Opp Fund | 12.42% | 28.79% | 23.34% |
| HDFC Manufacturing Fund | -1.02% | — | 4.13% |
| Franklin India Opportunities Fund | 5.59% | 36.34% | 18.30% |
Edelweiss Business Cycle Fund Returns Comparison
Compare Edelweiss Business Cycle Fund with any MF, ETF, stock or indexCompare Edelweiss Business Cycle Fund with any MF, ETF, stock or index
Edelweiss Business Cycle Fund
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What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Edelweiss Business Cycle Fund Asset Allocation
Edelweiss Business Cycle Fund Asset Allocation
Actual
Target
Nov 2024
Mar 2025
Nov 2024
Mar 2025
Edelweiss Business Cycle Fund Sector Distribution
Edelweiss Business Cycle Fund Sector Distribution
Nov 2024
Mar 2025
Edelweiss Business Cycle Fund Sector Weightage
Edelweiss Business Cycle Fund Sector Weightage
Specialized Finance
Specialized Finance as a % of total holdings for last six quarters
Edelweiss Business Cycle Fund Current Holdings
Edelweiss Business Cycle Fund Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
4.25 %
4.25 %Holdings
4.23 %
4.23 %Holdings
3.78 %
3.78 %
AMC Profile of Edelweiss Business Cycle Fund
AMC Profile of Edelweiss Business Cycle Fund
Edelweiss Asset Management Limited (EAML) is part of the Investment & Advisory line of Business of Edelweiss Group. EMAL is one of the fastest growing and young AMCs’ in India.
Edelweiss Asset Management Limited (EAML) is part of the Investment & Advisory line of Business of Edelweiss Group. EMAL is one of the fastest growing and young AMCs’ in India.
No.of Schemes
53
Total AUM
₹ 1,13,201.45 Cr.
Edelweiss Business Cycle Fund Manager Details
Edelweiss Business Cycle Fund Manager Details
Edelweiss Business Cycle Fund Manager Profile
Edelweiss Business Cycle Fund Manager Profile
Bhavesh Jain
AUM: ₹43,309.12 Cr.
|
Exp: 5yrs
Bharat Lahoti
AUM: ₹28,160.24 Cr.
|
Exp: 9yrs
Amit Vora
AUM: ₹5,675.33 Cr.
|
Exp: —
Edelweiss Business Cycle Fund Manager Performance (0)
Edelweiss Business Cycle Fund Manager Performance (0)
Equity: Thematic Fund
Edelweiss Business Cycle Fund Tax Implications
Edelweiss Business Cycle Fund Tax Implications
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Edelweiss Business Cycle Fund Review & Opinions
Edelweiss Business Cycle Fund Review & Opinions
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Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%