Site Logo

Download QR

Open Free Demat Account!

Join Our 9 Lakh Customers

+91
Headphone

Home

Mutual Funds

Edelweiss Business Cycle Fund

Ed

Edelweiss Business Cycle Fund

Thematic-Business CycleRank #16
Not Rated

NAV (2026-07-14)

8.75

AUM

₹1,477.93 Cr

Exp. Ratio: 2.82%

RISK LEVEL

Very High

Returns & Performance

1 Year-2.47%4.66% vs cat avgRank #14
3 Year----
5 Year----
Since Launch-6.59%--

Fund vs Category Average

1Y
-2.47%-4.66%

Pros & Cons

Pros

No lock-in period
Decent 1Y category rank (#14)

Cons

1Y returns trail category average
3Y returns below category average
Higher expense ratio (2.82%)
Overall rank #16 in category
ISININF754K01SW8
NAV₹8.75
NAV Date2026-07-14
AUM₹1,477.93 Cr
Expense Ratio2.82%
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.2008-04-30

INVESTMENT OBJECTIVE

The scheme 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.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Bhavesh Jain

Mr. Jain is a MMS (Finance) from Mumbai University.

Prior to joining Edelweiss Mutual Fund he was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.

Top Holdings

Holdings data not available for this scheme