Edelweiss Business Cycle Fund · Regular · Growth
NAV
₹8.7860
as of 15 Jul 2026
Expense Ratio
2.07%
AUM
₹1,567 Cr
Lumpsum returns (CAGR)
- 1Y
- -2.47%
- 3Y
- —
- 5Y
- —
- Since Inception
- -6.59%
SIP returns (XIRR)
- 1Y
- -0.53%
- 3Y
- —
- 5Y
- —
- Since Inception
- -1.51%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised-0.28
Sharpe Ratio
-0.06
Alpha
0.31
Beta
-0.27
Sortino
16.83%
Std Dev
-13.83%
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.
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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