
Edelweiss Business Cycle Fund Direct Growth
Edelweiss Business Cycle Fund Direct Growth
as on 30 Oct 2026
Edelweiss Business Cycle Fund Direct Growth is a Equity mutual fund scheme launched on 29 Jul 2024. The current NAV stands at ₹9.0046 as of 30 Oct 2026. From the funds total AUM, its top holdings include GE Vernova T&D at 3.78%, Cummins at 3.14%, Glenmark Pharmaceuticals at 2.96%, Polycab at 2.84%, State Bank of India at 2.73%
Scheme Overview
- Inception Date : 29 Jul 2024
- AUM : ₹1,344.10 Cr
- 1Y Returns (CAGR) : -1.78%
- Expense Ratio : 1.32%
- Min. SIP : ₹100
- Min. Lumpsum : ₹100
Returns Calculator
basis annualised returns
Investment Type
SIP Amount
Investment Period
1Y
₹ 6.10 L
3.50%
₹ 6.27 L
8.00%
₹ 5.94 L
-1.78%
Total Investment
₹ 6,00,000
Returns
₹ -5,754 (-1.78%)
Maturity Value
₹ 5,94,246
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Direct vs Regular Returns
Sorry, No Data Available at this Moment!
Returns vs Category
Sorry, No Data Available at this Moment!
*The above returns are absolute
Returns Vs Nifty 50
Historical Returns
Sorry, No Data Available at this Moment!
Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹ 1,344.10 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Asset Allocation
AUM
₹1,344.10 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
as of 31 May 2026
| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Financial Services | 28.74% | ||
| Industrials | 18.86% | ||
| Healthcare | 14.61% | ||
| Basic Materials | 11.88% | ||
| Consumer Cyclical | 11.78% | ||
| Energy | 4.76% | ||
| Consumer Defensive | 3.39% | ||
| Utilities | 2.46% | ||
| Communication Services | 1.66% | ||
| Other | 1.12% | ||
| Technology | 0.75% |
Stock Holdings
as of 31 May 2026
Fund Comparison
Fund Details
52W High NAV
₹ 9.6457
Min. SIP Amount
₹ 100.00
Min. Lumpsum Amount
₹ 100.00
AUM (in Cr.)
₹ 1,344.10
Expense Ratio
1.32%
Lock-in Period
No Lock in Period
52W Low NAV
₹ 8.1652
Inception Date
29 Jul 2024
Fund Age
2 Yrs
Benchmark
Nifty 500 TRI
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- Exit load of 1%, if redeemed within 90 days.
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
| Name | Qualification |
|---|---|
| Bharat Lahoti | BE (Electronics & Telecommunication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management. |
| Bhavesh Jain | Masters in Management Studies (Finance) from Mumbai University. |
| Amit Vora | B.Com, Mumbai University |
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.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Edelweiss Mutual Fund
No. of Schemes
51
Total AUM
₹ 1,33,567.60 Cr
Contact Details
Edelwiess House,Off.C.S.T. Road,Kalina, Mumbai - 400 098.
Contact Details
Edelwiess House,Off.C.S.T. Road,Kalina, Mumbai - 400 098.
FAQs
When was Edelweiss Business Cycle Fund launched?
What is the current NAV of Edelweiss Business Cycle Fund?
What is the AUM of Edelweiss Business Cycle Fund?
What is the rate of return of Edelweiss Business Cycle Fund?
- In the past 1Y: -1.78%
- In the past 3Y: 0.00%
- In the past 5Y: 0.00%
What is the expense ratio of Edelweiss Business Cycle Fund?
What is exit load of Edelweiss Business Cycle Fund?
What is the portfolio of Edelweiss Business Cycle Fund?
- GE Vernova T&D: 3.78%
- Cummins: 3.14%
- Glenmark Pharmaceuticals: 2.96%
- Polycab: 2.84%
- State Bank of India: 2.73%
Top 3 sectoral holdings include:
- Financial Services: 28.74%
- Industrials: 18.86%
- Healthcare: 14.61%
How risky is investing in Edelweiss Business Cycle Fund?
Who is the fund manager Edelweiss Business Cycle Fund?
What is the minimum investment required in Edelweiss Business Cycle Fund?
How to invest in Edelweiss Business Cycle Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.

Invest in
Pay 0% Commission!
+91
Or Scan the QR Code to download the Dhan App























































































