Loading...

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 9 days, having been launched on 29-Jul-24.
As of 05-Sep-25, it has a Net Asset Value (NAV) of ₹8.68, 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 -12.07% since inception.
  • The fund's asset allocation comprises around 99.70% in equities, 0.00% in debts, and 0.30% 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

-14.31%

(Cat Avg.)

Since Inception

-12.07%

(Cat Avg.)

Portfolio Summaryas of 31st July 2025

Equity1,866.57 Cr99.70%
Others5.7 Cr0.30%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Cash Offset For DerivativesCash - General Offset-115.79 Cr6.18%
Net Receivables/(Payables)Cash - Collateral99.79 Cr5.33%
Divi's Laboratories LtdEquity82.31 Cr4.40%
Max Healthcare Institute Ltd Ordinary SharesEquity75.88 Cr4.05%
Fortis Healthcare LtdEquity73.37 Cr3.92%
Coromandel International LtdEquity70.26 Cr3.75%
Muthoot Finance LtdEquity57.76 Cr3.08%
Max Financial Services LtdEquity57.69 Cr3.08%
GE Vernova T&D India LtdEquity54.54 Cr2.91%
ICICI Bank LtdEquity51.55 Cr2.75%
United Spirits LtdEquity49.45 Cr2.64%
GlaxoSmithKline Pharmaceuticals LtdEquity46.63 Cr2.49%
HDFC Bank LtdEquity46.32 Cr2.47%
SBI Life Insurance Co LtdEquity44.25 Cr2.36%
Indian Hotels Co LtdEquity42.22 Cr2.25%
InterGlobe Aviation LtdEquity41.37 Cr2.21%
HDFC Life Insurance Co LtdEquity39.66 Cr2.12%
TVS Motor Co LtdEquity39.6 Cr2.12%
Axis Bank LtdEquity39.57 Cr2.11%
Future on FSN E-Commerce Ventures LtdEquity - Future39.12 Cr2.09%
Marico LtdEquity38.78 Cr2.07%
Coforge LtdEquity37.6 Cr2.01%
Premier Energies LtdEquity37.26 Cr1.99%
Solar Industries India LtdEquity37.11 Cr1.98%
AU Small Finance Bank LtdEquity36.33 Cr1.94%
Page Industries Ltd.28/08/2025Equity - Future34.6 Cr1.85%
Persistent Systems LtdEquity33.87 Cr1.81%
Kotak Mahindra Bank LtdEquity33.83 Cr1.81%
BSE LtdEquity32.95 Cr1.76%
Glenmark Pharmaceuticals LtdEquity32.01 Cr1.71%
Abbott India LtdEquity30.9 Cr1.65%
Jubilant Foodworks LtdEquity30.81 Cr1.65%
PG Electroplast LtdEquity29.63 Cr1.58%
Godfrey Phillips India LtdEquity28.88 Cr1.54%
Sbi Cards & Payment Services Ltd.28/08/2025Equity - Future25.56 Cr1.37%
Life Insurance Corporation of IndiaEquity25.14 Cr1.34%
Avenue Supermarts LtdEquity23.21 Cr1.24%
Multi Commodity Exchange of India LtdEquity22.01 Cr1.18%
Cholamandalam Financial Holdings LtdEquity21.89 Cr1.17%
Bajaj Finserv LtdEquity21.35 Cr1.14%
Affle 3i LtdEquity20.76 Cr1.11%
Anant Raj LtdEquity20.15 Cr1.08%
Aster DM Healthcare Ltd Ordinary SharesEquity20.12 Cr1.07%
Schaeffler India LtdEquity19.93 Cr1.06%
Bharti Airtel Ltd (Partly Paid Rs.1.25)Equity19.58 Cr1.05%
MRF LtdEquity18.47 Cr0.99%
Biocon LtdEquity18 Cr0.96%
United Breweries LtdEquity17.71 Cr0.95%
Berger Paints India LtdEquity17.44 Cr0.93%
Indus Towers Ltd Ordinary SharesEquity17.42 Cr0.93%
Suzlon Energy LtdEquity15.45 Cr0.83%
PNB Housing Finance LtdEquity15.45 Cr0.83%
Sundaram Finance LtdEquity14.94 Cr0.80%
Poly Medicure LtdEquity12.65 Cr0.68%
Clearing Corporation Of India Ltd.Cash - Repurchase Agreement11.78 Cr0.63%
Sun Pharmaceuticals Industries LtdEquity11.47 Cr0.61%
Union Bank of IndiaEquity11.2 Cr0.60%
Glenmark Pharmaceuticals Ltd.28/08/2025Equity - Future8.53 Cr0.46%
SBI Cards and Payment Services Ltd Ordinary SharesEquity8.2 Cr0.44%
Union Bank Of India28/08/2025Equity - Future7.98 Cr0.43%
UPL LtdEquity5.69 Cr0.30%
182 Days TbillBond - Gov't/Treasury4.97 Cr0.27%
182 DTB 18102024Bond - Gov't/Treasury4.96 Cr0.26%
FSN E-Commerce Ventures LtdEquity0.06 Cr0.00%
Page Industries LtdEquity0.06 Cr0.00%
Accrued InterestCash - Collateral0 Cr0.00%

Allocation By Market Cap (Equity)

Large Cap Stocks

40.19%

Mid Cap Stocks

49.06%

Small Cap Stocks

6.34%

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services580.11 Cr30.98%
Healthcare403.35 Cr21.54%
Consumer Defensive158.04 Cr8.44%
Consumer Cyclical151.16 Cr8.07%
Technology138.35 Cr7.39%
Basic Materials130.5 Cr6.97%
Industrials111.36 Cr5.95%
Communication Services57.76 Cr3.09%
Real Estate20.15 Cr1.08%

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 July 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
Motilal Oswal Nifty Alpha 50 ETF

Very High Risk

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

Very High Risk

-0.0%--
Kotak Active Momentum Fund Regular Growth

Very High Risk

-0.0%--
Motilal Oswal Special Opportunities Fund Direct Growth

Very High Risk

-1.0%--
Motilal Oswal Special Opportunities Fund Regular Growth

Very High Risk

-1.0%--
Bandhan Multi-Factor Fund Regular Growth

Very High Risk

2.4%0.0%₹487.98 Cr-
Bandhan Multi-Factor Fund Direct Growth

Very High Risk

0.9%0.0%₹487.98 Cr-
ICICI Prudential Active Momentum Fund Direct Growth

Moderate Risk

1.0%1.0%₹1150.53 Cr-
ICICI Prudential Active Momentum Fund Regular Growth

Moderate Risk

2.2%1.0%₹1150.53 Cr-
Axis Services Opportunities Fund Direct Growth

Very High Risk

0.6%1.0%₹1995.16 Cr-
Axis Services Opportunities Fund Regular Growth

Very High Risk

2.0%1.0%₹1995.16 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%-₹1.37 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%₹2108.60 Cr-
ICICI Prudential Quality Fund Regular Growth

Very High Risk

2.0%1.0%₹2108.60 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%-₹13.57 Cr-
Groww Nifty 200 ETF FoF Direct Growth

Very High Risk

0.1%1.0%₹4.79 Cr-
Groww Nifty 200 ETF FoF Regular Growth

Very High Risk

0.7%1.0%₹4.79 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

2.4%0.0%₹567.37 Cr-
Kotak MSCI India ETF

Very High Risk

0.4%-₹854.50 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%-₹65.04 Cr-
ICICI Prudential Rural Opportunities Fund Regular Growth

Moderate Risk

2.1%1.0%₹1708.70 Cr-
ICICI Prudential Rural Opportunities Fund Direct Growth

Moderate Risk

0.9%1.0%₹1708.70 Cr-
WhiteOak Capital Quality Equity Fund Direct Growth

Very High Risk

0.6%1.0%₹568.94 Cr-
WhiteOak Capital Quality Equity Fund Regular Growth

Very High Risk

2.3%1.0%₹568.94 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%-₹167.65 Cr2.6%
ICICI Prudential Nifty 200 Quality 30 ETF

Very High Risk

0.3%-₹176.45 Cr-8.2%
ICICI Prudential Nifty Alpha Low Volatility 30 ETF

Very High Risk

0.4%-₹1774.26 Cr-12.6%
Mirae Asset Nifty India New Age Consumption ETF

Very High Risk

0.3%-₹28.55 Cr-

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 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-12.9%
Edelweiss Nifty Alpha Low Volatility 30 Index Fund Direct Growth

Very High Risk

0.4%0.0%₹152.45 Cr-12.5%
Edelweiss Technology Fund Direct Growth

Very High Risk

0.6%1.0%₹666.62 Cr0.9%
Edelweiss Multi Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹2908.62 Cr-3.4%
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-2.8%
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 Cr1.6%
Edelweiss Greater China Equity Direct Growth

Very High Risk

1.5%1.0%₹2076.43 Cr48.6%
Edelweiss ASEAN Equity Off Shore Direct Growth

Very High Risk

1.7%1.0%₹117.89 Cr15.4%
Edelweiss Large & Mid Cap Fund Direct Growth

Very High Risk

0.5%1.0%₹4063.31 Cr-1.7%
Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund Direct Growth

Low Risk

0.2%0.0%₹762.97 Cr7.1%
Edelweiss Europe Dynamic Equity Offshore Fund Direct Growth

Very High Risk

1.5%1.0%₹132.30 Cr26.8%
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 Cr8.5%
Edelweiss Flexi Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹2767.98 Cr-1.8%
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 Cr8.1%
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct Growth

Very High Risk

0.5%0.0%₹165.54 Cr-1.0%
Edelweiss Long Term Equity Fund Direct Growth

Very High Risk

0.7%0.0%₹415.91 Cr-2.3%
Edelweiss Recently Listed IPO Fund Direct Growth

Very High Risk

1.0%2.0%₹916.49 Cr0.7%
Edelweiss Balanced Advantage Fund Direct Growth

Very High Risk

0.5%1.0%₹12791.71 Cr0.2%
Edelweiss Government Securities Fund Direct Growth

Moderate Risk

0.5%0.0%₹169.28 Cr5.9%
Edelweiss Small Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹4979.92 Cr-2.9%
Edelweiss Nifty Smallcap 250 Index Fund Direct Growth

Very High Risk

0.2%0.0%₹151.01 Cr-8.4%
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth

Very High Risk

0.4%0.0%₹1141.66 Cr-8.6%
Edelweiss Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹148.68 Cr-10.6%
Edelweiss Large Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹1291.81 Cr-2.6%
Edelweiss Aggressive Hybrid Fund Direct Growth

Very High Risk

0.4%1.0%₹2994.48 Cr2.6%
Edelweiss Focused Equity Fund Direct Growth

Very High Risk

0.6%1.0%₹962.34 Cr-2.0%
Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹2299.68 Cr8.3%
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 Cr9.1%
Edelweiss Arbitrage Fund Direct Growth

Low Risk

0.4%0.0%₹15550.35 Cr7.4%
Edelweiss Emerging Markets Opportunities Equity Offshore Direct Growth

Very High Risk

1.5%1.0%₹133.46 Cr22.7%
Edelweiss US Technology Equity Fund of Fund Direct Growth

Very High Risk

1.5%1.0%₹3222.37 Cr41.2%
BHARAT Bond ETF FOF - April 2033 Direct Growth

Moderate Risk

0.1%0.0%₹2328.54 Cr8.7%
Edelweiss Gold and Silver ETF Fund of Fund Direct Growth

Very High Risk

0.2%0.0%₹469.17 Cr46.3%
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 Cr8.1%
Edelweiss Nifty 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹181.17 Cr-0.5%
Edelweiss Nifty 100 Quality 30 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹153.19 Cr-6.2%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

Take control of your wealth

Track and Analyse all your investments with Wealth Monitor

qr

Rated ★ 4.3+ on

playstoreappstore

Still got questions?
We're here to help.

The NAV of Edelweiss Business Cycle Fund Regular Growth, as of 05-Sep-2025, is ₹8.68.
The fund's allocation of assets is distributed as 99.70% in equities, 0.00% in bonds, and 0.30% 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 9 days, having been launched on 29-Jul-24.
As of 05-Sep-25, it has a Net Asset Value (NAV) of ₹8.68, 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 -12.07% since inception.
  • The fund's asset allocation comprises around 99.70% in equities, 0.00% in debts, and 0.30% 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

-14.31%

(Cat Avg.)

Since Inception

-12.07%

(Cat Avg.)

Portfolio Summaryas of 31st July 2025

Equity1,866.57 Cr99.70%
Others5.7 Cr0.30%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Cash Offset For DerivativesCash - General Offset-115.79 Cr6.18%
Net Receivables/(Payables)Cash - Collateral99.79 Cr5.33%
Divi's Laboratories LtdEquity82.31 Cr4.40%
Max Healthcare Institute Ltd Ordinary SharesEquity75.88 Cr4.05%
Fortis Healthcare LtdEquity73.37 Cr3.92%
Coromandel International LtdEquity70.26 Cr3.75%
Muthoot Finance LtdEquity57.76 Cr3.08%
Max Financial Services LtdEquity57.69 Cr3.08%
GE Vernova T&D India LtdEquity54.54 Cr2.91%
ICICI Bank LtdEquity51.55 Cr2.75%
United Spirits LtdEquity49.45 Cr2.64%
GlaxoSmithKline Pharmaceuticals LtdEquity46.63 Cr2.49%
HDFC Bank LtdEquity46.32 Cr2.47%
SBI Life Insurance Co LtdEquity44.25 Cr2.36%
Indian Hotels Co LtdEquity42.22 Cr2.25%
InterGlobe Aviation LtdEquity41.37 Cr2.21%
HDFC Life Insurance Co LtdEquity39.66 Cr2.12%
TVS Motor Co LtdEquity39.6 Cr2.12%
Axis Bank LtdEquity39.57 Cr2.11%
Future on FSN E-Commerce Ventures LtdEquity - Future39.12 Cr2.09%
Marico LtdEquity38.78 Cr2.07%
Coforge LtdEquity37.6 Cr2.01%
Premier Energies LtdEquity37.26 Cr1.99%
Solar Industries India LtdEquity37.11 Cr1.98%
AU Small Finance Bank LtdEquity36.33 Cr1.94%
Page Industries Ltd.28/08/2025Equity - Future34.6 Cr1.85%
Persistent Systems LtdEquity33.87 Cr1.81%
Kotak Mahindra Bank LtdEquity33.83 Cr1.81%
BSE LtdEquity32.95 Cr1.76%
Glenmark Pharmaceuticals LtdEquity32.01 Cr1.71%
Abbott India LtdEquity30.9 Cr1.65%
Jubilant Foodworks LtdEquity30.81 Cr1.65%
PG Electroplast LtdEquity29.63 Cr1.58%
Godfrey Phillips India LtdEquity28.88 Cr1.54%
Sbi Cards & Payment Services Ltd.28/08/2025Equity - Future25.56 Cr1.37%
Life Insurance Corporation of IndiaEquity25.14 Cr1.34%
Avenue Supermarts LtdEquity23.21 Cr1.24%
Multi Commodity Exchange of India LtdEquity22.01 Cr1.18%
Cholamandalam Financial Holdings LtdEquity21.89 Cr1.17%
Bajaj Finserv LtdEquity21.35 Cr1.14%
Affle 3i LtdEquity20.76 Cr1.11%
Anant Raj LtdEquity20.15 Cr1.08%
Aster DM Healthcare Ltd Ordinary SharesEquity20.12 Cr1.07%
Schaeffler India LtdEquity19.93 Cr1.06%
Bharti Airtel Ltd (Partly Paid Rs.1.25)Equity19.58 Cr1.05%
MRF LtdEquity18.47 Cr0.99%
Biocon LtdEquity18 Cr0.96%
United Breweries LtdEquity17.71 Cr0.95%
Berger Paints India LtdEquity17.44 Cr0.93%
Indus Towers Ltd Ordinary SharesEquity17.42 Cr0.93%
Suzlon Energy LtdEquity15.45 Cr0.83%
PNB Housing Finance LtdEquity15.45 Cr0.83%
Sundaram Finance LtdEquity14.94 Cr0.80%
Poly Medicure LtdEquity12.65 Cr0.68%
Clearing Corporation Of India Ltd.Cash - Repurchase Agreement11.78 Cr0.63%
Sun Pharmaceuticals Industries LtdEquity11.47 Cr0.61%
Union Bank of IndiaEquity11.2 Cr0.60%
Glenmark Pharmaceuticals Ltd.28/08/2025Equity - Future8.53 Cr0.46%
SBI Cards and Payment Services Ltd Ordinary SharesEquity8.2 Cr0.44%
Union Bank Of India28/08/2025Equity - Future7.98 Cr0.43%
UPL LtdEquity5.69 Cr0.30%
182 Days TbillBond - Gov't/Treasury4.97 Cr0.27%
182 DTB 18102024Bond - Gov't/Treasury4.96 Cr0.26%
FSN E-Commerce Ventures LtdEquity0.06 Cr0.00%
Page Industries LtdEquity0.06 Cr0.00%
Accrued InterestCash - Collateral0 Cr0.00%

Allocation By Market Cap (Equity)

Large Cap Stocks

40.19%

Mid Cap Stocks

49.06%

Small Cap Stocks

6.34%

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services580.11 Cr30.98%
Healthcare403.35 Cr21.54%
Consumer Defensive158.04 Cr8.44%
Consumer Cyclical151.16 Cr8.07%
Technology138.35 Cr7.39%
Basic Materials130.5 Cr6.97%
Industrials111.36 Cr5.95%
Communication Services57.76 Cr3.09%
Real Estate20.15 Cr1.08%

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 July 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
Motilal Oswal Nifty Alpha 50 ETF

Very High Risk

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

Very High Risk

-0.0%--
Kotak Active Momentum Fund Regular Growth

Very High Risk

-0.0%--
Motilal Oswal Special Opportunities Fund Direct Growth

Very High Risk

-1.0%--
Motilal Oswal Special Opportunities Fund Regular Growth

Very High Risk

-1.0%--
Bandhan Multi-Factor Fund Regular Growth

Very High Risk

2.4%0.0%₹487.98 Cr-
Bandhan Multi-Factor Fund Direct Growth

Very High Risk

0.9%0.0%₹487.98 Cr-
ICICI Prudential Active Momentum Fund Direct Growth

Moderate Risk

1.0%1.0%₹1150.53 Cr-
ICICI Prudential Active Momentum Fund Regular Growth

Moderate Risk

2.2%1.0%₹1150.53 Cr-
Axis Services Opportunities Fund Direct Growth

Very High Risk

0.6%1.0%₹1995.16 Cr-
Axis Services Opportunities Fund Regular Growth

Very High Risk

2.0%1.0%₹1995.16 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%-₹1.37 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%₹2108.60 Cr-
ICICI Prudential Quality Fund Regular Growth

Very High Risk

2.0%1.0%₹2108.60 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%-₹13.57 Cr-
Groww Nifty 200 ETF FoF Direct Growth

Very High Risk

0.1%1.0%₹4.79 Cr-
Groww Nifty 200 ETF FoF Regular Growth

Very High Risk

0.7%1.0%₹4.79 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

2.4%0.0%₹567.37 Cr-
Kotak MSCI India ETF

Very High Risk

0.4%-₹854.50 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%-₹65.04 Cr-
ICICI Prudential Rural Opportunities Fund Regular Growth

Moderate Risk

2.1%1.0%₹1708.70 Cr-
ICICI Prudential Rural Opportunities Fund Direct Growth

Moderate Risk

0.9%1.0%₹1708.70 Cr-
WhiteOak Capital Quality Equity Fund Direct Growth

Very High Risk

0.6%1.0%₹568.94 Cr-
WhiteOak Capital Quality Equity Fund Regular Growth

Very High Risk

2.3%1.0%₹568.94 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%-₹167.65 Cr2.6%
ICICI Prudential Nifty 200 Quality 30 ETF

Very High Risk

0.3%-₹176.45 Cr-8.2%
ICICI Prudential Nifty Alpha Low Volatility 30 ETF

Very High Risk

0.4%-₹1774.26 Cr-12.6%
Mirae Asset Nifty India New Age Consumption ETF

Very High Risk

0.3%-₹28.55 Cr-

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 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-12.9%
Edelweiss Nifty Alpha Low Volatility 30 Index Fund Direct Growth

Very High Risk

0.4%0.0%₹152.45 Cr-12.5%
Edelweiss Technology Fund Direct Growth

Very High Risk

0.6%1.0%₹666.62 Cr0.9%
Edelweiss Multi Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹2908.62 Cr-3.4%
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-2.8%
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 Cr1.6%
Edelweiss Greater China Equity Direct Growth

Very High Risk

1.5%1.0%₹2076.43 Cr48.6%
Edelweiss ASEAN Equity Off Shore Direct Growth

Very High Risk

1.7%1.0%₹117.89 Cr15.4%
Edelweiss Large & Mid Cap Fund Direct Growth

Very High Risk

0.5%1.0%₹4063.31 Cr-1.7%
Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund Direct Growth

Low Risk

0.2%0.0%₹762.97 Cr7.1%
Edelweiss Europe Dynamic Equity Offshore Fund Direct Growth

Very High Risk

1.5%1.0%₹132.30 Cr26.8%
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 Cr8.5%
Edelweiss Flexi Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹2767.98 Cr-1.8%
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 Cr8.1%
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct Growth

Very High Risk

0.5%0.0%₹165.54 Cr-1.0%
Edelweiss Long Term Equity Fund Direct Growth

Very High Risk

0.7%0.0%₹415.91 Cr-2.3%
Edelweiss Recently Listed IPO Fund Direct Growth

Very High Risk

1.0%2.0%₹916.49 Cr0.7%
Edelweiss Balanced Advantage Fund Direct Growth

Very High Risk

0.5%1.0%₹12791.71 Cr0.2%
Edelweiss Government Securities Fund Direct Growth

Moderate Risk

0.5%0.0%₹169.28 Cr5.9%
Edelweiss Small Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹4979.92 Cr-2.9%
Edelweiss Nifty Smallcap 250 Index Fund Direct Growth

Very High Risk

0.2%0.0%₹151.01 Cr-8.4%
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth

Very High Risk

0.4%0.0%₹1141.66 Cr-8.6%
Edelweiss Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹148.68 Cr-10.6%
Edelweiss Large Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹1291.81 Cr-2.6%
Edelweiss Aggressive Hybrid Fund Direct Growth

Very High Risk

0.4%1.0%₹2994.48 Cr2.6%
Edelweiss Focused Equity Fund Direct Growth

Very High Risk

0.6%1.0%₹962.34 Cr-2.0%
Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹2299.68 Cr8.3%
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 Cr9.1%
Edelweiss Arbitrage Fund Direct Growth

Low Risk

0.4%0.0%₹15550.35 Cr7.4%
Edelweiss Emerging Markets Opportunities Equity Offshore Direct Growth

Very High Risk

1.5%1.0%₹133.46 Cr22.7%
Edelweiss US Technology Equity Fund of Fund Direct Growth

Very High Risk

1.5%1.0%₹3222.37 Cr41.2%
BHARAT Bond ETF FOF - April 2033 Direct Growth

Moderate Risk

0.1%0.0%₹2328.54 Cr8.7%
Edelweiss Gold and Silver ETF Fund of Fund Direct Growth

Very High Risk

0.2%0.0%₹469.17 Cr46.3%
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 Cr8.1%
Edelweiss Nifty 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹181.17 Cr-0.5%
Edelweiss Nifty 100 Quality 30 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹153.19 Cr-6.2%

Still got questions?
We're here to help.

The NAV of Edelweiss Business Cycle Fund Regular Growth, as of 05-Sep-2025, is ₹8.68.
The fund's allocation of assets is distributed as 99.70% in equities, 0.00% in bonds, and 0.30% 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
close

Get your portfolio reviewed by experts

qr

Track all your investments in one place

Download Wealth Monitor App

cross
wm logo

Track and monitor all
your investments