Edelweiss Business Cycle Fund · Regular · Growth
NAV
₹8.9435
as of 31 Jul 2026
Expense Ratio
2.07%
AUM
₹1,491 Cr
Lumpsum returns (CAGR)
- 1Y
- +0.98%
- 3Y
- —
- 5Y
- —
- Since Inception
- -5.42%
SIP returns (XIRR)
- 1Y
- +3.32%
- 3Y
- —
- 5Y
- —
- Since Inception
- +0.57%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised-0.05
Sharpe Ratio
-0.01
Alpha
0.31
Beta
-0.04
Sortino
16.23%
Std Dev
-13.45%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Jun 2026- Pharmaceuticals & Biotechnology15.32%
- Banks10.77%
- Electrical Equipment9.71%
- Industrial Products7.87%
- Finance5.16%
- Ferrous Metals4.98%
- Retailing4.31%
- Automobiles4.23%
- Auto Components3.89%
- Healthcare Services3.83%
- Power3.76%
- Non - Ferrous Metals3.23%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Edelweiss Business Cycle Fund - Direct Plan - IDCW Option
- 1Cummins India Ltd.3.83%
- 2Laurus Labs Ltd.3.59%
- 3Ge Vernova T&D India Limited3.35%
- 4Polycab India Ltd.3.03%
- 5State Bank Of India2.95%
- 6Glenmark Pharmaceuticals Ltd.2.83%
- 7Muthoot Finance Ltd.2.43%
- 8Bharat Electronics Ltd.2.41%
- 9Fortis Healthcare Ltd.2.40%
- 10Avenue Supermarts Ltd.2.37%
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 2 years. It manages assets worth ₹1,491 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