Edelweiss Business Cycle Fund - Regular Plan - IDCW Option
Category: Equity: Thematic-Business-Cycle
Launch Date: 30-07-2024
AUM:
₹ 1,498.47 Cr
Expense Ratio
2.1%
Benchmark
NIFTY 500 TRI
ISIN
INF754K01SX6
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Mr. Bhavesh Jain, Mr. Bharat Lahoti & Mr. Amit Vora
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Edelweiss Business Cycle Fund - Regular Plan - IDCW Option | -1.61 | - | - |
| NIFTY 500 TRI | -0.49 | 13.47 | 12.04 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
8.6762
Last change
-0.03 (-0.3342%)
Fund Size (AUM)
₹ 1,498.47 Cr
Performance
-7.64% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment 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. There is no assurance that the investment objective of the Scheme will be achieved.
Fund Manager
Mr. Bhavesh Jain, Mr. Bharat Lahoti & Mr. Amit Vora
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| AU SMALL FINANCE BANK LIMITED EQ | 4.04 |
| MUTHOOT FINANCE LIMITED EQ | 3.36 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.28 |
| Indian Bank | 3.26 |
| GLENMARK PHARMACEUTICALS LIMITED EQ NEW FV RE.1/- | 3.14 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.07 |
| Canara Bank | 2.99 |
| Multi Commodity Exchange of India Ltd | 2.57 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 2.48 |
| Clearing Corporation of India Ltd. | 2.41 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 39.69 |
| Healthcare | 12.84 |
| Capital Goods | 10.55 |
| Automobile and Auto Components | 7.27 |
| Oil, Gas & Consumable Fuels | 6.91 |
| Metals & Mining | 5.58 |
| Chemicals | 3.12 |
| Consumer Durables | 2.51 |
| Fast Moving Consumer Goods | 2.27 |
| Consumer Services | 1.71 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Edelweiss Business Cycle Fund Reg IDCW | 0.0 |