Edelweiss Business Cycle Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Edelweiss Business Cycle Growth Direct Plan

NAV
₹8.8430
-2.04%
(2 Feb)
AUM
1,697 Cr
TER
0.48%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+22.8%
+20.1%
+19.2%
+9.3%
+8.5%
3Y
+34.0%
+31.1%
+32.0%
+31.8%
NA
5Y
+30.4%
+31.7%
+32.0%
+23.1%
NA
ALL
+17.1%
+25.1%
+12.4%
+17.6%
-6.6%
VOL
19.6%
21.9%
20.0%
16.1%
16.3%
TER
0.9%
0.6%
0.8%
0.5%
0.5%
AUM
₹1,449 Cr
₹5,643 Cr
₹5,817 Cr
₹8,304 Cr
₹1,697 Cr
INFO
0.87
1.15
0.62
1.09
-0.40
See fund holdings as of 31st Dec
Top holdings
Muthoot Finance Ltd
4.0%
AU Small Finance Bank Ltd
3.7%
Canara Bank
3.1%
Indian Bank
3.0%
Fortis Healthcare Ltd
2.9%
Clearing Corporation Of India Ltd.
2.9%
Glenmark Pharmaceuticals Ltd
2.8%
Cash Offset For Derivatives
2.8%
State Bank of India
2.6%
Bharti Hexacom Ltd
2.3%
Top industry exposure
Financial Services
40.3%
Consumer Cyclical
15.9%
Healthcare
13.6%
Basic Materials
10.0%
Communication Services
5.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
213%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
Fund objective
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)
Bhavesh Jain
Bharat Lahoti
Amit Vora

FAQs