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Fund Overview

Fund Size

Fund Size

₹1,872 Cr

Expense Ratio

Expense Ratio

2.02%

ISIN

ISIN

INF754K01SW8

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

29 Jul 2024

About this fund

Edelweiss Business Cycle Fund Regular Growth is a Equity - Other mutual fund schemes offered by Edelweiss Mutual Fund. This fund has been in existence for 1 years, 1 months and 17 days, having been launched on 29-Jul-24.
As of 12-Sep-25, it has a Net Asset Value (NAV) of ₹8.78, Assets Under Management (AUM) of 1872.27 Crores, and an expense ratio of 2.02%.
  • Edelweiss Business Cycle Fund Regular Growth has given a CAGR return of -10.98% since inception.
  • The fund's asset allocation comprises around 99.03% in equities, 0.00% in debts, and 0.94% in cash & cash equivalents.
  • You can start investing in Edelweiss Business Cycle Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

-13.25%

(Cat Avg.)

Since Inception

-10.98%

(Cat Avg.)

Portfolio Summaryas of 31st August 2025

Equity1,854.18 Cr99.03%
Others17.67 Cr0.94%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Clearing Corporation Of India Ltd.Cash - Repurchase Agreement85.62 Cr4.76%
Fortis Healthcare LtdEquity78 Cr4.33%
Divi's Laboratories LtdEquity76.52 Cr4.25%
Muthoot Finance LtdEquity67.26 Cr3.74%
ICICI Bank LtdEquity63.52 Cr3.53%
Cash Offset For DerivativesCash - General Offset-62.87 Cr3.49%
GE Vernova T&D India LtdEquity55.58 Cr3.09%
Coromandel International LtdEquity54.91 Cr3.05%
Max Healthcare Institute Ltd Ordinary SharesEquity47.21 Cr2.62%
HDFC Bank LtdEquity43.68 Cr2.43%
Indian Hotels Co LtdEquity43.23 Cr2.40%
Max Financial Services LtdEquity39.87 Cr2.21%
InterGlobe Aviation LtdEquity39.52 Cr2.19%
Hindustan Unilever LtdEquity37.61 Cr2.09%
Coforge LtdEquity37.09 Cr2.06%
Bosch LtdEquity36.76 Cr2.04%
Glenmark Pharmaceuticals LtdEquity36.51 Cr2.03%
Solar Industries India LtdEquity36 Cr2.00%
Premier Energies LtdEquity35.89 Cr1.99%
Torrent Pharmaceuticals LtdEquity35.66 Cr1.98%
Life Insurance Corporation of IndiaEquity35.42 Cr1.97%
AU Small Finance Bank LtdEquity35.18 Cr1.95%
Godfrey Phillips India LtdEquity34.88 Cr1.94%
GlaxoSmithKline Pharmaceuticals LtdEquity34.46 Cr1.91%
TVS Motor Co LtdEquity33.21 Cr1.84%
Schaeffler India LtdEquity31.49 Cr1.75%
HDFC Life Insurance Co LtdEquity30.88 Cr1.72%
JK Cement LtdEquity29.42 Cr1.63%
Marico LtdEquity28.77 Cr1.60%
Abbott India LtdEquity28.28 Cr1.57%
Bharti Hexacom LtdEquity27.69 Cr1.54%
SBI Life Insurance Co LtdEquity26.25 Cr1.46%
Fsn E-Commerce Ventures Ltd.30/09/2025Equity - Future22.96 Cr1.28%
State Bank of IndiaEquity22.6 Cr1.26%
Larsen & Toubro LtdEquity22.29 Cr1.24%
Avenue Supermarts Ltd.30/09/2025Equity - Future21.98 Cr1.22%
Axis Bank LtdEquity21.96 Cr1.22%
Multi Commodity Exchange of India LtdEquity21.15 Cr1.17%
BSE LtdEquity20.96 Cr1.16%
Affle 3i LtdEquity20.23 Cr1.12%
Cholamandalam Financial Holdings LtdEquity20.01 Cr1.11%
Aster DM Healthcare Ltd Ordinary SharesEquity19.99 Cr1.11%
Mankind Pharma LtdEquity19.77 Cr1.10%
Bharti Airtel Ltd (Partly Paid Rs.1.25)Equity19.65 Cr1.09%
Persistent Systems LtdEquity19.2 Cr1.07%
Zydus Lifesciences LtdEquity18.96 Cr1.05%
Bharti Airtel LtdEquity18.59 Cr1.03%
Anant Raj LtdEquity18.43 Cr1.02%
Union Bank of IndiaEquity18.24 Cr1.01%
Page Industries Ltd.30/09/2025Equity - Future17.93 Cr1.00%
SRF LtdEquity17.37 Cr0.96%
Amber Enterprises India Ltd Ordinary SharesEquity17 Cr0.94%
United Spirits LtdEquity16.39 Cr0.91%
Indus Towers Ltd Ordinary SharesEquity16.25 Cr0.90%
Biocon LtdEquity16.02 Cr0.89%
Net Receivables/(Payables)Cash - Collateral-15.77 Cr0.88%
Hitachi Energy India Ltd Ordinary SharesEquity15.05 Cr0.84%
Suzlon Energy LtdEquity14.15 Cr0.79%
Radico Khaitan LtdEquity13.94 Cr0.77%
Jindal Stainless LtdEquity13.46 Cr0.75%
PNB Housing Finance LtdEquity11.8 Cr0.66%
PG Electroplast LtdEquity11.7 Cr0.65%
Kotak Mahindra Bank LtdEquity7.84 Cr0.44%
182 Days TbillBond - Gov't/Treasury4.99 Cr0.28%
182 DTB 18102024Bond - Gov't/Treasury4.98 Cr0.28%
Avenue Supermarts LtdEquity3.68 Cr0.20%
Page Industries LtdEquity2.85 Cr0.16%
Tvs Motor Company LimitedPreferred Stock0.41 Cr0.02%
Accrued InterestCash - Repurchase Agreement0.04 Cr0.00%

Allocation By Market Cap (Equity)

Large Cap Stocks

41.93%

Mid Cap Stocks

48.11%

Small Cap Stocks

5.51%

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services486.65 Cr27.03%
Healthcare411.38 Cr22.85%
Consumer Cyclical164.53 Cr9.14%
Industrials163.97 Cr9.11%
Consumer Defensive135.27 Cr7.51%
Basic Materials133.78 Cr7.43%
Technology103.87 Cr5.77%
Communication Services102.41 Cr5.69%
Real Estate18.43 Cr1.02%

Risk & Performance Ratios

Standard Deviation

This fund

--

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

--

Cat. avg.

--

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

--

Higher the better

Fund Managers

BJ

Bhavesh Jain

Since July 2024

Bharat Lahoti

Bharat Lahoti

Since July 2024

Amit Vora

Amit Vora

Since July 2024

Additional Scheme Detailsas of 31st August 2025

ISIN
INF754K01SW8
Expense Ratio
2.02%
Exit Load
1.00%
Fund Size
₹1,872 Cr
Age
1 year 1 month
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
Nifty 500 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Equity - Other Funds

Fund nameExpense RatioExit LoadFund size
1Y
Baroda BNP Paribas Business Conglomerates Fund Direct Growth

Very High Risk

-1.0%--
Baroda BNP Paribas Business Conglomerates Fund Regular Growth

Very High Risk

-1.0%--
Motilal Oswal Nifty Alpha 50 ETF

Very High Risk

0.5%-₹4.86 Cr-
Kotak Active Momentum Fund Direct Growth

Low Risk

-0.0%₹1389.52 Cr-
Kotak Active Momentum Fund Regular Growth

Low Risk

-0.0%₹1389.52 Cr-
Motilal Oswal Special Opportunities Fund Direct Growth

Very High Risk

2.6%1.0%₹43.66 Cr-
Motilal Oswal Special Opportunities Fund Regular Growth

Very High Risk

2.7%1.0%₹43.66 Cr-
Bandhan Multi-Factor Fund Regular Growth

Very High Risk

2.4%0.0%₹505.43 Cr-
Bandhan Multi-Factor Fund Direct Growth

Very High Risk

0.9%0.0%₹505.43 Cr-
ICICI Prudential Active Momentum Fund Direct Growth

Moderate Risk

1.0%1.0%₹1222.61 Cr-
ICICI Prudential Active Momentum Fund Regular Growth

Moderate Risk

2.2%1.0%₹1222.61 Cr-
Axis Services Opportunities Fund Direct Growth

Very High Risk

0.6%1.0%₹1992.31 Cr-
Axis Services Opportunities Fund Regular Growth

Very High Risk

2.0%1.0%₹1992.31 Cr-
Nippon India MNC Fund Direct Growth

Very High Risk

1.1%1.0%₹359.21 Cr-
Nippon India MNC Fund Regular Growth

Very High Risk

2.5%1.0%₹359.21 Cr-
HDFC Innovation Fund Direct Growth

Very High Risk

0.7%1.0%₹2439.44 Cr-
HDFC Innovation Fund Regular Growth

Very High Risk

2.0%1.0%₹2439.44 Cr-
Mirae Asset Nifty India Internet ETF

Very High Risk

0.1%-₹11.33 Cr-
Motilal Oswal Nifty India Tourism ETF

Very High Risk

0.5%-₹2.25 Cr-
Motilal Oswal Nifty India Manufacturing ETF

Very High Risk

0.5%-₹5.27 Cr-
Motilal Oswal Services Fund Direct Growth

Very High Risk

2.6%1.0%₹47.93 Cr-
Motilal Oswal Services Fund Regular Growth

Very High Risk

2.7%1.0%₹47.93 Cr-
ICICI Prudential Quality Fund Direct Growth

Very High Risk

0.8%1.0%₹2233.78 Cr-
ICICI Prudential Quality Fund Regular Growth

Very High Risk

2.0%1.0%₹2233.78 Cr-
Motilal Oswal Nifty Capital Market ETF

Very High Risk

0.5%-₹4.63 Cr-
Axis Nifty500 Momentum 50 ETF

Very High Risk

----
Mirae Asset BSE Select IPO ETF

Very High Risk

0.3%-₹15.50 Cr-
Mirae Asset BSE Select IPO ETF Fund of Fund Regular Growth

Very High Risk

1.0%0.0%₹6.05 Cr-
Mirae Asset BSE Select IPO ETF Fund of Fund Direct Growth

Very High Risk

0.5%0.0%₹6.05 Cr-
Motilal Oswal Active Momentum Fund Direct Growth

Very High Risk

2.6%1.0%₹140.68 Cr-
Motilal Oswal Active Momentum Fund Regular Growth

Very High Risk

2.7%1.0%₹140.68 Cr-
Nippon India Active Momentum Fund Regular Growth

Very High Risk

1.6%1.0%₹221.19 Cr-
Nippon India Active Momentum Fund Direct Growth

Very High Risk

0.7%1.0%₹221.19 Cr-
Groww Nifty 200 ETF

Very High Risk

0.3%-₹13.63 Cr-
Groww Nifty 200 ETF FoF Direct Growth

Very High Risk

0.1%1.0%₹5.01 Cr-
Groww Nifty 200 ETF FoF Regular Growth

Very High Risk

0.7%1.0%₹5.01 Cr-
Invesco India Business Cycle Fund Direct Growth

Very High Risk

0.7%0.0%₹567.37 Cr-
Invesco India Business Cycle Fund Regular Growth

Very High Risk

2.3%0.0%₹567.37 Cr-
Kotak MSCI India ETF

Very High Risk

0.4%-₹518.47 Cr-
Motilal Oswal Innovation Opportunities Fund Direct Growth

Very High Risk

1.0%1.0%₹325.35 Cr-
Motilal Oswal Innovation Opportunities Fund Regular Growth

Very High Risk

2.4%1.0%₹325.35 Cr-
Groww Nifty India Railways PSU ETF

Very High Risk

0.5%-₹71.25 Cr-
ICICI Prudential Rural Opportunities Fund Regular Growth

Moderate Risk

2.1%1.0%₹1830.86 Cr-
ICICI Prudential Rural Opportunities Fund Direct Growth

Moderate Risk

0.9%1.0%₹1830.86 Cr-
WhiteOak Capital Quality Equity Fund Direct Growth

Very High Risk

0.6%1.0%₹594.70 Cr-
WhiteOak Capital Quality Equity Fund Regular Growth

Very High Risk

2.3%1.0%₹594.70 Cr-
UTI Quant Fund Regular Growth

Very High Risk

2.0%1.0%₹1693.00 Cr-
UTI Quant Fund Direct Growth

Very High Risk

0.3%1.0%₹1693.00 Cr-
ICICI Prudential Nifty Auto ETF

Very High Risk

0.2%-₹151.43 Cr4.9%
ICICI Prudential Nifty 200 Quality 30 ETF

Very High Risk

0.3%-₹173.74 Cr-8.4%

About the AMC

Edelweiss Mutual Fund

Edelweiss Mutual Fund

Total AUM

₹1,87,360 Cr

Address

J.P.Morgan Tower, Mumbai, 400 098

Other Funds by Edelweiss Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Edelweiss Multi Asset Omni Fund of Fund Direct Growth

Very High Risk

-1.0%--
Edelweiss Income Plus Arbitrage Active Fund of Funds Direct Growth

Moderate Risk

0.3%0.0%₹214.79 Cr-
Edelweiss BSE Internet Economy Index Fund Direct Growth

Very High Risk

0.3%0.0%₹28.17 Cr-
Edelweiss Low Duration Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹634.40 Cr-
Edelweiss CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹81.60 Cr-
Edelweiss Consumption Fund Direct Growth

Very High Risk

0.7%1.0%₹396.89 Cr-
Edelweiss CRISIL IBX AAA Financial Services - Jan 2028 Index Fund Direct Growth

Moderately High risk

0.2%0.0%₹110.89 Cr-
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Direct Growth

Very High Risk

0.4%0.0%₹318.59 Cr-
Edelweiss Business Cycle Fund Direct Growth

Very High Risk

0.4%1.0%₹1872.27 Cr-11.8%
Edelweiss Nifty Alpha Low Volatility 30 Index Fund Direct Growth

Very High Risk

0.4%0.0%₹152.45 Cr-11.6%
Edelweiss Technology Fund Direct Growth

Very High Risk

0.6%1.0%₹666.62 Cr0.1%
Edelweiss Multi Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹2908.62 Cr-2.2%
Edelweiss Banking and PSU Debt Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹263.31 Cr8.2%
Edelweiss NIFTY Large Midcap 250 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹292.56 Cr-1.7%
Edelweiss Money Market Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹1977.61 Cr7.9%
Edelweiss Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹8898.03 Cr7.0%
Edelweiss Mid Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹11026.93 Cr3.0%
Edelweiss Greater China Equity Direct Growth

Very High Risk

1.5%1.0%₹2076.43 Cr56.1%
Edelweiss ASEAN Equity Off Shore Direct Growth

Very High Risk

1.7%1.0%₹117.89 Cr15.3%
Edelweiss Large & Mid Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹4063.31 Cr-0.6%
Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund Direct Growth

Low Risk

0.2%0.0%₹762.97 Cr7.0%
Edelweiss Europe Dynamic Equity Offshore Fund Direct Growth

Very High Risk

1.5%1.0%₹132.30 Cr29.9%
BHARAT Bond FOF April 2030 Direct Growth

Moderate Risk

0.1%0.0%₹9712.98 Cr9.0%
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹151.70 Cr8.3%
Edelweiss Flexi Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹2767.98 Cr-1.4%
Edelweiss Overnight Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹317.10 Cr6.1%
Edelweiss Multi Asset Allocation Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹2142.65 Cr7.9%
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct Growth

Very High Risk

0.5%0.0%₹165.54 Cr-1.1%
Edelweiss Long Term Equity Fund Direct Growth

Very High Risk

0.7%0.0%₹415.91 Cr-1.4%
Edelweiss Recently Listed IPO Fund Direct Growth

Very High Risk

1.0%2.0%₹916.49 Cr0.9%
Edelweiss Balanced Advantage Fund Direct Growth

Very High Risk

0.5%1.0%₹12791.71 Cr1.0%
Edelweiss Government Securities Fund Direct Growth

Moderate Risk

0.5%0.0%₹169.28 Cr5.3%
Edelweiss Small Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹4979.92 Cr-1.1%
Edelweiss Nifty Smallcap 250 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹151.01 Cr-6.5%
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth

Very High Risk

0.4%0.0%₹1141.66 Cr-6.9%
Edelweiss Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹148.68 Cr-9.1%
Edelweiss Large Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹1291.81 Cr-1.8%
Edelweiss Aggressive Hybrid Fund Direct Growth

Very High Risk

0.4%1.0%₹2994.48 Cr3.3%
Edelweiss Focused Equity Fund Direct Growth

Very High Risk

0.6%1.0%₹962.34 Cr-1.4%
Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹2299.68 Cr8.2%
BHARAT Bond FOF April 2025 Direct Growth

Low to Moderate Risk

0.1%0.0%₹4072.13 Cr7.7%
BHARAT Bond FOF April 2031 Direct Growth

Moderate Risk

0.1%0.0%₹4807.97 Cr8.9%
Edelweiss Arbitrage Fund Direct Growth

Low Risk

0.4%0.0%₹15550.35 Cr7.3%
Edelweiss Emerging Markets Opportunities Equity Offshore Direct Growth

Very High Risk

1.5%1.0%₹133.46 Cr30.3%
Edelweiss US Technology Equity Fund of Fund Direct Growth

Very High Risk

1.5%1.0%₹3222.37 Cr42.9%
BHARAT Bond ETF FOF - April 2033 Direct Growth

Moderate Risk

0.1%0.0%₹2328.54 Cr8.5%
Edelweiss Gold and Silver ETF Fund of Fund Direct Growth

Very High Risk

0.2%0.0%₹469.17 Cr50.9%
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL June 2027 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹94.69 Cr8.1%
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹146.93 Cr8.0%
Edelweiss Nifty 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹181.17 Cr0.0%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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The NAV of Edelweiss Business Cycle Fund Regular Growth, as of 12-Sep-2025, is ₹8.78.
The fund's allocation of assets is distributed as 99.03% in equities, 0.00% in bonds, and 0.94% in cash and cash equivalents.
The fund managers responsible for Edelweiss Business Cycle Fund Regular Growth are:-
  1. Bhavesh Jain
  2. Bharat Lahoti
  3. Amit Vora

Fund Overview

Fund Size

Fund Size

₹1,872 Cr

Expense Ratio

Expense Ratio

2.02%

ISIN

ISIN

INF754K01SW8

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

29 Jul 2024

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

Edelweiss Business Cycle Fund Regular Growth is a Equity - Other mutual fund schemes offered by Edelweiss Mutual Fund. This fund has been in existence for 1 years, 1 months and 17 days, having been launched on 29-Jul-24.
As of 12-Sep-25, it has a Net Asset Value (NAV) of ₹8.78, Assets Under Management (AUM) of 1872.27 Crores, and an expense ratio of 2.02%.
  • Edelweiss Business Cycle Fund Regular Growth has given a CAGR return of -10.98% since inception.
  • The fund's asset allocation comprises around 99.03% in equities, 0.00% in debts, and 0.94% in cash & cash equivalents.
  • You can start investing in Edelweiss Business Cycle Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

-13.25%

(Cat Avg.)

Since Inception

-10.98%

(Cat Avg.)

Portfolio Summaryas of 31st August 2025

Equity1,854.18 Cr99.03%
Others17.67 Cr0.94%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Clearing Corporation Of India Ltd.Cash - Repurchase Agreement85.62 Cr4.76%
Fortis Healthcare LtdEquity78 Cr4.33%
Divi's Laboratories LtdEquity76.52 Cr4.25%
Muthoot Finance LtdEquity67.26 Cr3.74%
ICICI Bank LtdEquity63.52 Cr3.53%
Cash Offset For DerivativesCash - General Offset-62.87 Cr3.49%
GE Vernova T&D India LtdEquity55.58 Cr3.09%
Coromandel International LtdEquity54.91 Cr3.05%
Max Healthcare Institute Ltd Ordinary SharesEquity47.21 Cr2.62%
HDFC Bank LtdEquity43.68 Cr2.43%
Indian Hotels Co LtdEquity43.23 Cr2.40%
Max Financial Services LtdEquity39.87 Cr2.21%
InterGlobe Aviation LtdEquity39.52 Cr2.19%
Hindustan Unilever LtdEquity37.61 Cr2.09%
Coforge LtdEquity37.09 Cr2.06%
Bosch LtdEquity36.76 Cr2.04%
Glenmark Pharmaceuticals LtdEquity36.51 Cr2.03%
Solar Industries India LtdEquity36 Cr2.00%
Premier Energies LtdEquity35.89 Cr1.99%
Torrent Pharmaceuticals LtdEquity35.66 Cr1.98%
Life Insurance Corporation of IndiaEquity35.42 Cr1.97%
AU Small Finance Bank LtdEquity35.18 Cr1.95%
Godfrey Phillips India LtdEquity34.88 Cr1.94%
GlaxoSmithKline Pharmaceuticals LtdEquity34.46 Cr1.91%
TVS Motor Co LtdEquity33.21 Cr1.84%
Schaeffler India LtdEquity31.49 Cr1.75%
HDFC Life Insurance Co LtdEquity30.88 Cr1.72%
JK Cement LtdEquity29.42 Cr1.63%
Marico LtdEquity28.77 Cr1.60%
Abbott India LtdEquity28.28 Cr1.57%
Bharti Hexacom LtdEquity27.69 Cr1.54%
SBI Life Insurance Co LtdEquity26.25 Cr1.46%
Fsn E-Commerce Ventures Ltd.30/09/2025Equity - Future22.96 Cr1.28%
State Bank of IndiaEquity22.6 Cr1.26%
Larsen & Toubro LtdEquity22.29 Cr1.24%
Avenue Supermarts Ltd.30/09/2025Equity - Future21.98 Cr1.22%
Axis Bank LtdEquity21.96 Cr1.22%
Multi Commodity Exchange of India LtdEquity21.15 Cr1.17%
BSE LtdEquity20.96 Cr1.16%
Affle 3i LtdEquity20.23 Cr1.12%
Cholamandalam Financial Holdings LtdEquity20.01 Cr1.11%
Aster DM Healthcare Ltd Ordinary SharesEquity19.99 Cr1.11%
Mankind Pharma LtdEquity19.77 Cr1.10%
Bharti Airtel Ltd (Partly Paid Rs.1.25)Equity19.65 Cr1.09%
Persistent Systems LtdEquity19.2 Cr1.07%
Zydus Lifesciences LtdEquity18.96 Cr1.05%
Bharti Airtel LtdEquity18.59 Cr1.03%
Anant Raj LtdEquity18.43 Cr1.02%
Union Bank of IndiaEquity18.24 Cr1.01%
Page Industries Ltd.30/09/2025Equity - Future17.93 Cr1.00%
SRF LtdEquity17.37 Cr0.96%
Amber Enterprises India Ltd Ordinary SharesEquity17 Cr0.94%
United Spirits LtdEquity16.39 Cr0.91%
Indus Towers Ltd Ordinary SharesEquity16.25 Cr0.90%
Biocon LtdEquity16.02 Cr0.89%
Net Receivables/(Payables)Cash - Collateral-15.77 Cr0.88%
Hitachi Energy India Ltd Ordinary SharesEquity15.05 Cr0.84%
Suzlon Energy LtdEquity14.15 Cr0.79%
Radico Khaitan LtdEquity13.94 Cr0.77%
Jindal Stainless LtdEquity13.46 Cr0.75%
PNB Housing Finance LtdEquity11.8 Cr0.66%
PG Electroplast LtdEquity11.7 Cr0.65%
Kotak Mahindra Bank LtdEquity7.84 Cr0.44%
182 Days TbillBond - Gov't/Treasury4.99 Cr0.28%
182 DTB 18102024Bond - Gov't/Treasury4.98 Cr0.28%
Avenue Supermarts LtdEquity3.68 Cr0.20%
Page Industries LtdEquity2.85 Cr0.16%
Tvs Motor Company LimitedPreferred Stock0.41 Cr0.02%
Accrued InterestCash - Repurchase Agreement0.04 Cr0.00%

Allocation By Market Cap (Equity)

Large Cap Stocks

41.93%

Mid Cap Stocks

48.11%

Small Cap Stocks

5.51%

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services486.65 Cr27.03%
Healthcare411.38 Cr22.85%
Consumer Cyclical164.53 Cr9.14%
Industrials163.97 Cr9.11%
Consumer Defensive135.27 Cr7.51%
Basic Materials133.78 Cr7.43%
Technology103.87 Cr5.77%
Communication Services102.41 Cr5.69%
Real Estate18.43 Cr1.02%

Risk & Performance Ratios

Standard Deviation

This fund

--

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

--

Cat. avg.

--

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

--

Higher the better

Fund Managers

BJ

Bhavesh Jain

Since July 2024

Bharat Lahoti

Bharat Lahoti

Since July 2024

Amit Vora

Amit Vora

Since July 2024

Additional Scheme Detailsas of 31st August 2025

ISIN
INF754K01SW8
Expense Ratio
2.02%
Exit Load
1.00%
Fund Size
₹1,872 Cr
Age
1 year 1 month
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
Nifty 500 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Equity - Other Funds

Fund nameExpense RatioExit LoadFund size
1Y
Baroda BNP Paribas Business Conglomerates Fund Direct Growth

Very High Risk

-1.0%--
Baroda BNP Paribas Business Conglomerates Fund Regular Growth

Very High Risk

-1.0%--
Motilal Oswal Nifty Alpha 50 ETF

Very High Risk

0.5%-₹4.86 Cr-
Kotak Active Momentum Fund Direct Growth

Low Risk

-0.0%₹1389.52 Cr-
Kotak Active Momentum Fund Regular Growth

Low Risk

-0.0%₹1389.52 Cr-
Motilal Oswal Special Opportunities Fund Direct Growth

Very High Risk

2.6%1.0%₹43.66 Cr-
Motilal Oswal Special Opportunities Fund Regular Growth

Very High Risk

2.7%1.0%₹43.66 Cr-
Bandhan Multi-Factor Fund Regular Growth

Very High Risk

2.4%0.0%₹505.43 Cr-
Bandhan Multi-Factor Fund Direct Growth

Very High Risk

0.9%0.0%₹505.43 Cr-
ICICI Prudential Active Momentum Fund Direct Growth

Moderate Risk

1.0%1.0%₹1222.61 Cr-
ICICI Prudential Active Momentum Fund Regular Growth

Moderate Risk

2.2%1.0%₹1222.61 Cr-
Axis Services Opportunities Fund Direct Growth

Very High Risk

0.6%1.0%₹1992.31 Cr-
Axis Services Opportunities Fund Regular Growth

Very High Risk

2.0%1.0%₹1992.31 Cr-
Nippon India MNC Fund Direct Growth

Very High Risk

1.1%1.0%₹359.21 Cr-
Nippon India MNC Fund Regular Growth

Very High Risk

2.5%1.0%₹359.21 Cr-
HDFC Innovation Fund Direct Growth

Very High Risk

0.7%1.0%₹2439.44 Cr-
HDFC Innovation Fund Regular Growth

Very High Risk

2.0%1.0%₹2439.44 Cr-
Mirae Asset Nifty India Internet ETF

Very High Risk

0.1%-₹11.33 Cr-
Motilal Oswal Nifty India Tourism ETF

Very High Risk

0.5%-₹2.25 Cr-
Motilal Oswal Nifty India Manufacturing ETF

Very High Risk

0.5%-₹5.27 Cr-
Motilal Oswal Services Fund Direct Growth

Very High Risk

2.6%1.0%₹47.93 Cr-
Motilal Oswal Services Fund Regular Growth

Very High Risk

2.7%1.0%₹47.93 Cr-
ICICI Prudential Quality Fund Direct Growth

Very High Risk

0.8%1.0%₹2233.78 Cr-
ICICI Prudential Quality Fund Regular Growth

Very High Risk

2.0%1.0%₹2233.78 Cr-
Motilal Oswal Nifty Capital Market ETF

Very High Risk

0.5%-₹4.63 Cr-
Axis Nifty500 Momentum 50 ETF

Very High Risk

----
Mirae Asset BSE Select IPO ETF

Very High Risk

0.3%-₹15.50 Cr-
Mirae Asset BSE Select IPO ETF Fund of Fund Regular Growth

Very High Risk

1.0%0.0%₹6.05 Cr-
Mirae Asset BSE Select IPO ETF Fund of Fund Direct Growth

Very High Risk

0.5%0.0%₹6.05 Cr-
Motilal Oswal Active Momentum Fund Direct Growth

Very High Risk

2.6%1.0%₹140.68 Cr-
Motilal Oswal Active Momentum Fund Regular Growth

Very High Risk

2.7%1.0%₹140.68 Cr-
Nippon India Active Momentum Fund Regular Growth

Very High Risk

1.6%1.0%₹221.19 Cr-
Nippon India Active Momentum Fund Direct Growth

Very High Risk

0.7%1.0%₹221.19 Cr-
Groww Nifty 200 ETF

Very High Risk

0.3%-₹13.63 Cr-
Groww Nifty 200 ETF FoF Direct Growth

Very High Risk

0.1%1.0%₹5.01 Cr-
Groww Nifty 200 ETF FoF Regular Growth

Very High Risk

0.7%1.0%₹5.01 Cr-
Invesco India Business Cycle Fund Direct Growth

Very High Risk

0.7%0.0%₹567.37 Cr-
Invesco India Business Cycle Fund Regular Growth

Very High Risk

2.3%0.0%₹567.37 Cr-
Kotak MSCI India ETF

Very High Risk

0.4%-₹518.47 Cr-
Motilal Oswal Innovation Opportunities Fund Direct Growth

Very High Risk

1.0%1.0%₹325.35 Cr-
Motilal Oswal Innovation Opportunities Fund Regular Growth

Very High Risk

2.4%1.0%₹325.35 Cr-
Groww Nifty India Railways PSU ETF

Very High Risk

0.5%-₹71.25 Cr-
ICICI Prudential Rural Opportunities Fund Regular Growth

Moderate Risk

2.1%1.0%₹1830.86 Cr-
ICICI Prudential Rural Opportunities Fund Direct Growth

Moderate Risk

0.9%1.0%₹1830.86 Cr-
WhiteOak Capital Quality Equity Fund Direct Growth

Very High Risk

0.6%1.0%₹594.70 Cr-
WhiteOak Capital Quality Equity Fund Regular Growth

Very High Risk

2.3%1.0%₹594.70 Cr-
UTI Quant Fund Regular Growth

Very High Risk

2.0%1.0%₹1693.00 Cr-
UTI Quant Fund Direct Growth

Very High Risk

0.3%1.0%₹1693.00 Cr-
ICICI Prudential Nifty Auto ETF

Very High Risk

0.2%-₹151.43 Cr4.9%
ICICI Prudential Nifty 200 Quality 30 ETF

Very High Risk

0.3%-₹173.74 Cr-8.4%

About the AMC

Edelweiss Mutual Fund

Edelweiss Mutual Fund

Total AUM

₹1,87,360 Cr

Address

J.P.Morgan Tower, Mumbai, 400 098

Other Funds by Edelweiss Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Edelweiss Multi Asset Omni Fund of Fund Direct Growth

Very High Risk

-1.0%--
Edelweiss Income Plus Arbitrage Active Fund of Funds Direct Growth

Moderate Risk

0.3%0.0%₹214.79 Cr-
Edelweiss BSE Internet Economy Index Fund Direct Growth

Very High Risk

0.3%0.0%₹28.17 Cr-
Edelweiss Low Duration Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹634.40 Cr-
Edelweiss CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹81.60 Cr-
Edelweiss Consumption Fund Direct Growth

Very High Risk

0.7%1.0%₹396.89 Cr-
Edelweiss CRISIL IBX AAA Financial Services - Jan 2028 Index Fund Direct Growth

Moderately High risk

0.2%0.0%₹110.89 Cr-
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Direct Growth

Very High Risk

0.4%0.0%₹318.59 Cr-
Edelweiss Business Cycle Fund Direct Growth

Very High Risk

0.4%1.0%₹1872.27 Cr-11.8%
Edelweiss Nifty Alpha Low Volatility 30 Index Fund Direct Growth

Very High Risk

0.4%0.0%₹152.45 Cr-11.6%
Edelweiss Technology Fund Direct Growth

Very High Risk

0.6%1.0%₹666.62 Cr0.1%
Edelweiss Multi Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹2908.62 Cr-2.2%
Edelweiss Banking and PSU Debt Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹263.31 Cr8.2%
Edelweiss NIFTY Large Midcap 250 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹292.56 Cr-1.7%
Edelweiss Money Market Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹1977.61 Cr7.9%
Edelweiss Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹8898.03 Cr7.0%
Edelweiss Mid Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹11026.93 Cr3.0%
Edelweiss Greater China Equity Direct Growth

Very High Risk

1.5%1.0%₹2076.43 Cr56.1%
Edelweiss ASEAN Equity Off Shore Direct Growth

Very High Risk

1.7%1.0%₹117.89 Cr15.3%
Edelweiss Large & Mid Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹4063.31 Cr-0.6%
Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund Direct Growth

Low Risk

0.2%0.0%₹762.97 Cr7.0%
Edelweiss Europe Dynamic Equity Offshore Fund Direct Growth

Very High Risk

1.5%1.0%₹132.30 Cr29.9%
BHARAT Bond FOF April 2030 Direct Growth

Moderate Risk

0.1%0.0%₹9712.98 Cr9.0%
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹151.70 Cr8.3%
Edelweiss Flexi Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹2767.98 Cr-1.4%
Edelweiss Overnight Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹317.10 Cr6.1%
Edelweiss Multi Asset Allocation Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹2142.65 Cr7.9%
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct Growth

Very High Risk

0.5%0.0%₹165.54 Cr-1.1%
Edelweiss Long Term Equity Fund Direct Growth

Very High Risk

0.7%0.0%₹415.91 Cr-1.4%
Edelweiss Recently Listed IPO Fund Direct Growth

Very High Risk

1.0%2.0%₹916.49 Cr0.9%
Edelweiss Balanced Advantage Fund Direct Growth

Very High Risk

0.5%1.0%₹12791.71 Cr1.0%
Edelweiss Government Securities Fund Direct Growth

Moderate Risk

0.5%0.0%₹169.28 Cr5.3%
Edelweiss Small Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹4979.92 Cr-1.1%
Edelweiss Nifty Smallcap 250 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹151.01 Cr-6.5%
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth

Very High Risk

0.4%0.0%₹1141.66 Cr-6.9%
Edelweiss Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹148.68 Cr-9.1%
Edelweiss Large Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹1291.81 Cr-1.8%
Edelweiss Aggressive Hybrid Fund Direct Growth

Very High Risk

0.4%1.0%₹2994.48 Cr3.3%
Edelweiss Focused Equity Fund Direct Growth

Very High Risk

0.6%1.0%₹962.34 Cr-1.4%
Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹2299.68 Cr8.2%
BHARAT Bond FOF April 2025 Direct Growth

Low to Moderate Risk

0.1%0.0%₹4072.13 Cr7.7%
BHARAT Bond FOF April 2031 Direct Growth

Moderate Risk

0.1%0.0%₹4807.97 Cr8.9%
Edelweiss Arbitrage Fund Direct Growth

Low Risk

0.4%0.0%₹15550.35 Cr7.3%
Edelweiss Emerging Markets Opportunities Equity Offshore Direct Growth

Very High Risk

1.5%1.0%₹133.46 Cr30.3%
Edelweiss US Technology Equity Fund of Fund Direct Growth

Very High Risk

1.5%1.0%₹3222.37 Cr42.9%
BHARAT Bond ETF FOF - April 2033 Direct Growth

Moderate Risk

0.1%0.0%₹2328.54 Cr8.5%
Edelweiss Gold and Silver ETF Fund of Fund Direct Growth

Very High Risk

0.2%0.0%₹469.17 Cr50.9%
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL June 2027 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹94.69 Cr8.1%
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹146.93 Cr8.0%
Edelweiss Nifty 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹181.17 Cr0.0%

Still got questions?
We're here to help.

The NAV of Edelweiss Business Cycle Fund Regular Growth, as of 12-Sep-2025, is ₹8.78.
The fund's allocation of assets is distributed as 99.03% in equities, 0.00% in bonds, and 0.94% in cash and cash equivalents.
The fund managers responsible for Edelweiss Business Cycle Fund Regular Growth are:-
  1. Bhavesh Jain
  2. Bharat Lahoti
  3. Amit Vora
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