Edelweiss Business Cycle Fund · Regular · Growth
NAV
₹8.7052
as of 16 Jun 2026
Expense Ratio
2.07%
AUM
₹1,567 Cr
Lumpsum returns (CAGR)
- 1Y
- -2.07%
- 3Y
- —
- 5Y
- —
- Since Inception
- -7.11%
SIP returns (XIRR)
- 1Y
- -1.40%
- 3Y
- —
- 5Y
- —
- Since Inception
- -2.13%
This fund trailed its benchmark
Top performers in Sectoral / Thematic by 5Y CAGR
ICICI Prudential Infrastructure Fund · Regular · Growth
LIC MF Infrastructure Fund · Regular · Growth
NIPPON INDIA POWER and INFRA FUND · Regular · Growth
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹11,500
Invested
₹11,006
Value today
-4.6%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹847
Value today
-8.5%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹5,89,316
Value today
+15.9%
vs lumpsum
STP beat direct lumpsum by 15.9% — reduced timing risk paid off
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised-0.56
Sharpe Ratio
-0.10
Alpha
0.52
Beta
-0.51
Sortino
17.32%
Std Dev
-21.28%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Mar 2026- Banks23.00%
- Finance11.00%
- Pharmaceuticals & Biotechnology10.00%
- Automobiles7.00%
- Insurance4.00%
- Capital Markets4.00%
- Non - Ferrous Metals4.00%
- Petroleum Products4.00%
- Oil3.00%
- Healthcare Services3.00%
- Aerospace & Defense3.00%
- Electrical Equipment3.00%
Each sector links to the mutual funds most exposed to it.
Thinking about Edelweiss Business Cycle Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
Portfolio holdings
- 1Au Small Finance Bank Ltd.3.63%
- 2Indian Bank3.51%
- 3State Bank Of India3.05%
- 4Glenmark Pharmaceuticals Ltd.3.02%
- 5Canara Bank2.97%
- 6Ge Vernova T&D India Limited2.90%
- 7Muthoot Finance Ltd.2.68%
- 8Bharat Electronics Ltd.2.50%
- 9Multi Commodity Exchange Of India Ltd.2.38%
- 10Union Bank Of India2.34%
Investment Objective
Edelweiss Business Cycle Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Edelweiss Business Cycle Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Edelweiss Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹1,567 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.07%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations