ED
Edelweiss Business Cycle Fund Direct Growth
Latest NAV
+1.60% 1Y
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Benchmark: Nifty 500 TRI
Expense ratio
1.24%
AUM
₹1,463 Cr
Min SIP
₹100
Min lump sum
₹100
1Y
+1.60%
3Y (ann.)
+0.00%
5Y (ann.)
+0.00%
Launched
Jul 2024
Where the NAV sits & how risky it is
₹9.03
52-week range
at 58%
₹9.03
Low 23 Mar 2026₹8.17
High 31 Aug 2026₹9.65
Risk level
Very High
Low
Very high
NAV history
29 Jul 2024
Since inception
01 Oct 2026
Returns by period
1W
-2.95%
1M
-5.23%
3M
-0.16%
6M
+7.93%
1Y
+1.60%
3Y
+0.00%
5Y
+0.00%
3Y and 5Y returns are annualised.
Return calculator
You invest
—
Est. gain
—
Est. value
—
Invested Gain
Invested
Projected value
min SIP ₹100
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.
Where your money goes
AS OF 31 MAY 2026
Equity 98.88%
Cash & other 1.57%
Sector split
Country split
Top 5 hold 15.5%
Top 10 hold 28.0%
82 equity holdings
Equity holdings
(top 30)
| # | Holding | Sector | Country | Weight | YTD |
|---|---|---|---|---|---|
| 1 | GE Vernova T&D
INE200A01026 |
Industrials Specialty Industrial Machinery |
India |
3.78%
|
+55.55% |
| 2 | Cummins
INE298A01020 |
Industrials Specialty Industrial Machinery |
India |
3.14%
|
+30.21% |
| 3 | Glenmark Pharmaceuticals
INE935A01035 |
Healthcare Drug Manufacturers - Specialty & Generic |
India |
2.96%
|
+5.97% |
| 4 | Polycab
INE455K01017 |
Industrials Electrical Equipment & Parts |
India |
2.84%
|
+25.42% |
| 5 | State Bank of India
INE062A01020 |
Financial Services Banks - Regional |
India |
2.73%
|
+5.14% |
| 6 | Laurus Labs
INE947Q01028 |
Healthcare Drug Manufacturers - Specialty & Generic |
India |
2.72%
|
+25.48% |
| 7 | Hindalco Industries
INE038A01020 |
Basic Materials Aluminum |
India |
2.59%
|
+10.79% |
| 8 | Indian Bank
INE562A01011 |
Financial Services Banks - Regional |
India |
2.52%
|
+4.10% |
| 9 | Bharat Electronics
INE263A01024 |
Industrials Aerospace & Defense |
India |
2.36%
|
+2.48% |
| 10 | MCX
INE745G01043 |
Financial Services Financial Data & Stock Exchanges |
India |
2.35%
|
+29.55% |
About this scheme
The Fund 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.
Fund manager(s): Bharat Lahoti, Bhavesh Jain, Amit Vora
Exit load: Exit load of 1%, if redeemed within 90 days.
Scheme snapshot
VR Rating
MS Rating
Plan
Growth
Type
DIRECT
Inception
29 Jul 2024
Lump-sum min
₹100
SIP
Purchase
Switch
STP
SWP
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