Edelweiss Business Cycle Fund · Regular · Growth
NAV
₹8.7761
as of 30 Sept 2026
Expense Ratio
2.77%
AUM
₹1,491 Cr
Lumpsum returns (CAGR)
- 1Y
- +1.56%
- 3Y
- —
- 5Y
- —
- Since Inception
- -5.84%
SIP returns (XIRR)
- 1Y
- -0.56%
- 3Y
- —
- 5Y
- —
- Since Inception
- -1.25%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.25
Sharpe Ratio
+0.02
Alpha
0.26
Beta
0.24
Sortino
15.00%
Std Dev
-13.45%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Pharmaceuticals & Biotechnology14.03%
- Banks10.62%
- Electrical Equipment8.75%
- Finance7.50%
- Automobiles7.31%
- IT - Software6.96%
- Retailing5.71%
- Auto Components5.19%
- Industrial Products5.17%
- Ferrous Metals3.99%
- Non - Ferrous Metals3.11%
- Industrial Manufacturing3.06%
Each sector links to the mutual funds most exposed to it.
Related reading
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Fund Details
Available transactions
Portfolio holdings
- 1Cummins India Ltd.2.97%
- 2Laurus Labs Ltd.2.88%
- 3Icici Bank Ltd.2.78%
- 4The Federal Bank Ltd.2.66%
- 5Grasim Industries Ltd.2.55%
- 6Fsn E-Commerce Ventures Ltd.2.54%
- 7Radico Khaitan Ltd.2.51%
- 8Muthoot Finance Ltd.2.28%
- 9Glenmark Pharmaceuticals Ltd.2.20%
- 10Ge Vernova T&D India Limited2.13%
What this fund does
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 2.77%.