Edelweiss Business Cycle Fund

ThematicDirect and Regular plans, Growth and IDCW options

Data as on 30-10-2026

Edelweiss Business Cycle Fund is a Thematic fund run by Edelweiss Mutual Fund. On 30-09-2026, it managed ₹1,344 Cr of investors' money. In the year to 30-10-2026, its Direct plan returned −1.8% and its Regular plan returned −3.3%. Its benchmark, Nifty 500 TRI, returned −7.3% over the same year.

NAV (Direct plan): ₹9.00; ▼ 0.10%30-10-2026
NAV (Regular plan): ₹8.69; ▼ 0.10%30-10-2026
Expense ratio: 1.28%Direct2.74%Regular; 1.28%; A year
Riskometer: Very High; Set by the fund house
1 year return: −1.8%Direct−3.3%Regular; −1.8%; Total

Edelweiss Business Cycle Fund NAV Today

NAV on 30-10-2026: Direct Plan Growth ₹9.00 (down 0.10% that day); Regular Plan Growth ₹8.69 (down 0.10% that day).

This fund (Direct plan)

₹9.0046

Edelweiss Business Cycle Fund Returns vs Nifty 500 TRI

Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.

Trailing returns
Period	1M	3M	6M	1Y	3Y	5Y	10Y
This fund (Direct)	−0.88%	−1.26%	+0.76%	−1.78%	--	--	--
This fund (Regular)	−1.00%	−1.62%	+0.02%	−3.25%	--	--	--
Nifty 500 TRI	−0.75%	−6.05%	−2.83%	−7.34%	+10.22%	+8.81%	+12.51%
Thematic average	−2.09%	−4.52%	+0.86%	−1.22%	--	--	--
Best in Thematic	+11.54%	+11.27%	+22.16%	+75.71%	--	--	--
Worst in Thematic	−16.05%	−11.74%	−13.97%	−22.44%	--	--	--
Rank in Thematic	62/235	44/232	96/232	86/215	--	--	--

Category rows compare the Direct plans of 235 Thematic funds. Rank 1 is the highest return.

Edelweiss Business Cycle Fund Year-wise Returns

Return of each calendar year
Year	Direct	Regular	Nifty 500 TRI
2026to date	−2.78%	−3.99%	−7.51%
2025	−2.18%	−3.73%	+7.76%

Edelweiss Business Cycle Fund Rolling Returns

The return of every holding period in the fund's history, not only the one that ends today

Rolling returns

Each point is the yearly return of one 1-year holding period, plotted on the day it ended. There are 306 periods, one for each trading day from 31-07-2025 to 30-10-2026.

−20%−10%0%10%20%

Sept 2024
to
Sept 2025Nov 2024
to
Nov 2025Feb 2025
to
Feb 2026Apr 2025
to
Apr 2026Jul 2025
to
Jul 2026Sept 2025
to
Sept 2026

Edelweiss Business Cycle Fund (Direct)Nifty 500 TRI

Every holding period at a glance

Period	Periods	Median	Lowest	Highest	With a loss	Benchmark median	Beat benchmark
1 year	306	0.9%	−14.6%	21.0%	45%	2.2%	47%
2 years	61	−3.1%	−6.2%	0.1%	98%	−0.5%	0%

Lumpsum: the yearly rate (CAGR) from the NAV on a period's first day to the NAV on its last. SIP: the XIRR of the monthly instalments and their value on the last day. "With a loss" counts the periods that ended below the money put in. "Beat benchmark" counts the periods in which the fund did better than Nifty 500 TRI over the same days. Past returns do not promise future returns.

Edelweiss Business Cycle Fund Risk

How much it swings, and the falls an investor had to sit through

Risk and return

Measure	Edelweiss Business Cycle Fund (Direct)This fund	Nifty 500 TRI
Return (CAGR)	−1.78%	−7.34%
Standard deviation	16.39%	14.48%
Sharpe ratio	-0.43	-0.87
Sortino ratio	-0.58	-1.16
Maximum drawdown	−13.4% (23-03-2026)	−14.7% (30-03-2026)
Beta	1.06	1.00
Alpha	+6.27%	0.00%

From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Measure	Edelweiss Business Cycle Fund (Direct)This fund	Nifty 500 TRI
Return (CAGR)	−4.77%	−2.22%
Standard deviation	16.66%	14.14%
Sharpe ratio	-0.63	-0.56
Sortino ratio	-0.83	-0.76
Maximum drawdown	−26.4% (28-02-2025)	−18.6% (28-02-2025)
Beta	1.10	1.00
Alpha	−1.77%	0.00%

From daily NAVs, 31-07-2024 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Drawdowns

How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.

−30%−25%−20%−15%−10%−5%0%

20252026

Edelweiss Business Cycle Fund (Direct)Nifty 500 TRI

	Worst fall	High before it	Bottom	Back at the high	Time to climb back	Below its high today
Edelweiss Business Cycle Fund (Direct)	−26.4%	24-09-2024	28-02-2025	Not yet	--	−12.8%
Nifty 500 TRI	−18.6%	26-09-2024	28-02-2025	Not yet	--	−8.8%

From the Direct plan's daily NAV since 31-07-2024, adjusted for unit splits, and Nifty 500 TRI over the same days. "Time to climb back" runs from the bottom to the first day back at the old high.

Edelweiss Business Cycle Fund vs Other Thematic Funds

The five Thematic funds with the best three year return, and this fund. Direct plans.

Fund name	Rank	AUM (Cr)	Exp. ratio	1Y return	3Y return	3Y alpha	3Y beta	3Y Sharpe	3Y Sortino
Nippon India Taiwan Equity Fund	1/133	1,147	1.08%	+75.71%	+54.78%	--	--	1.38	2.03	Compare
HDFC Defence Fund	2/133	11,493	0.90%	+13.79%	+34.76%	−0.18%	0.83	1.12	1.54	Compare
HDFC Pharma and Healthcare Fund	3/133	3,501	1.05%	+23.12%	+30.53%	+8.23%	0.96	1.74	2.49	Compare
SBI Healthcare Opportunities Fund	4/133	5,870	1.01%	+17.12%	+24.60%	+3.61%	0.88	1.42	2.03	Compare
Aditya Birla Sun Life International Equity Fund	5/133	352	2.00%	+13.97%	+24.46%	--	--	1.49	2.16	Compare
Edelweiss Business Cycle Fund	86/215	1,344	1.28%	−1.78%	--	--	--	--	--

AUM is each fund's size at the end of its last reported month, from its own portfolio file. We calculate the risk ratios from daily NAVs over the last three years. The risk-free return is what NSE's overnight rate index earned over the same years. Alpha and beta compare each fund with its own benchmark's TRI. "--" means we have no figure: for alpha and beta, no daily series for that benchmark.

Edelweiss Business Cycle Fund Expense Ratio and Costs

What each plan charges a year, in force from 09-10-2026

Plan	Base expense ratio	Brokerage	Transaction costs	Levies and GST	Total expense ratio	Thematic median	Cost rank (1 = cheapest)
Direct	0.58%	0.18%	0.01%	0.51%	1.28%	1.18%	142/235
Regular	1.84%	0.18%	0.01%	0.71%	2.74%	2.41%	191/235

The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, the cost of executing trades, and statutory levies with GST. From AMFI's expense ratio file. Cost rank: where this plan comes when the Thematic funds' plans of the same type are sorted from the lowest total expense ratio to the highest.

Direct vs Regular: what the gap cost

Both plans own the same portfolio, so the difference in what they earned is the Regular plan's extra cost, taken out of its NAV.

Over the last	Regular	Direct	Direct earned more by	₹1 lakh became (Regular)	₹1 lakh became (Direct)
1 year	−3.25%	−1.78%	1.47%	₹96,750	₹98,220

Returns over more than 1 year are a rate a year (CAGR). ₹1 lakh invested once at the start of each period, valued on the last NAV.

Edelweiss Business Cycle Fund SIP Calculator

What a one-time or monthly investment in this fund would be worth today, from its own NAV history

Growth of an investment

Every month₹

Step up each year

PeriodFor

₹10,000 on the first trading day of every month, from 31-07-2024 to 30-10-2026: 28 instalments, ₹2,80,000 in all.

Investment	Invested	Value now	Gain	Return a year
Direct planEdelweiss Business Cycle Fund (Direct)	₹2,80,000	₹2,78,392	−₹1,608	−0.5%
Regular planEdelweiss Business Cycle Fund (Regular)	₹2,80,000	₹2,73,350	−₹6,650	−2.0%
Nifty 500 TRI	₹2,80,000	₹2,72,821	−₹7,179	−2.2%
Category averageCategory average, 235 Thematic funds	₹2,80,000	₹2,88,103	₹8,103	2.4%

₹0₹1.0 L₹2.0 L₹3.0 L

20252026

Direct planEdelweiss Business Cycle Fund (Direct)Regular planEdelweiss Business Cycle Fund (Regular)Nifty 500 TRICategory averageCategory average, 235 Thematic fundsAmount invested

From each plan's published NAV (Growth option), the benchmark's TRI and the category average, over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.

Edelweiss Business Cycle Fund Asset Allocation

Asset allocation as on 30-09-2026

What the fund holds

98.3%Equity

Asset	Fund	Category
Equity	98.3%	94.5%
Cash and others	1.5%	4.0%
Debt	0.2%	1.5%

Market cap of stocks

Market cap	Fund	Category
Large Cap	42.9%	45.7%
Mid Cap	42.2%	19.6%
Small Cap	8.4%	24.1%
Not on AMFI's list	4.8%	2.3%

Share of the whole fund. Category: the average of the Thematic funds that hold stocks. Groups follow AMFI's latest list, as SEBI defines them: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.

Edelweiss Business Cycle Fund Sector Allocation

Sector allocation of the fund's stocks as on 30-09-2026

Largest sectors

Pharmaceuticals & Biotechnology14.8%
Banks11.5%
Electrical Equipment9.1%
IT - Software7.0%
Finance6.0%
Automobiles5.7%
Retailing5.3%
Auto Components5.3%
Industrial Products5.0%
Ferrous Metals4.2%

The ten largest of 25 sectors. The other 15 add up to 24.4%.

Sector changes

Sector	July 2026	August 2026	September 2026	Change
Pharmaceuticals & Biotechnology	15.4%	14.0%	14.8%	−0.6%
Banks	10.9%	10.6%	11.5%	+0.6%
Electrical Equipment	8.5%	8.8%	9.1%	+0.6%
IT - Software	2.3%	7.0%	7.0%	+4.7%
Finance	5.3%	7.5%	6.0%	+0.7%

Each sector's share of the fund at the end of each month. The five largest sectors of September 2026. Change: from July 2026 to September 2026, in % of the fund.

Edelweiss Business Cycle Fund Portfolio Holdings

As on 30-09-2026 · 76 holdings · from the fund house's monthly portfolio

Holdings	Sector / Rating	Weight%	1M change
Laurus Labs Ltd.	Pharmaceuticals & Biotechnology	3.09%	−4.5%
Radico Khaitan Ltd.	Beverages	2.90%	+9.2%
Cummins India Ltd.	Industrial Products	2.83%	−5.9%
ICICI Bank Ltd.	Banks	2.75%	0.0%
The Federal Bank Ltd.	Banks	2.58%	0.0%
FSN E-Commerce Ventures Ltd.	Retailing	2.54%	0.0%
Glenmark Pharmaceuticals Ltd.	Pharmaceuticals & Biotechnology	2.17%	−3.9%
GE Vernova T&D India Limited	Electrical Equipment	2.03%	−7.1%
Steel Authority of India Ltd.	Ferrous Metals	1.99%	0.0%
Grasim Industries Ltd.	Cement & Cement Products	1.97%	−21.9%
AU Small Finance Bank Ltd.	Banks	1.96%	0.0%
Hindalco Industries Ltd.	Non - Ferrous Metals	1.96%	0.0%
Apar Industries Ltd.	Electrical Equipment	1.95%	0.0%
Bajaj Auto Ltd.	Automobiles	1.94%	+26.4%
Hitachi Energy India Ltd.	Electrical Equipment	1.94%	+21.4%
Bajaj Finserv Ltd.	Finance	1.89%	+91.2%
Ather Energy Ltd.	Automobiles	1.76%	−0.2%
Divi's Laboratories Ltd.	Pharmaceuticals & Biotechnology	1.73%	0.0%
Coforge Ltd.	IT - Software	1.69%	0.0%
Persistent Systems Ltd.	IT - Software	1.69%	0.0%
Multi Commodity Exchange Of India Ltd.	Capital Markets	1.68%	+11.4%
ABB India Ltd.	Electrical Equipment	1.65%	+39.4%
Titan Company Ltd.	Consumer Durables	1.59%	+42.9%
Avenue Supermarts Ltd.	Retailing	1.59%	−24.0%
INDO-MIM Ltd.	Industrial Manufacturing	1.56%	−22.3%
Bharat Heavy Electricals Ltd.	Electrical Equipment	1.52%	+19.4%
TVS Motor Company Ltd.	Automobiles	1.48%	0.0%
Polycab India Ltd.	Industrial Products	1.46%	−2.4%
SPR Auto Technologies Ltd.	Auto Components	1.42%	0.0%
Oracle Financial Services Software Ltd.	IT - Software	1.42%	0.0%
HCL Technologies Ltd.	IT - Software	1.32%	+22.0%
Aurobindo Pharma Ltd.	Pharmaceuticals & Biotechnology	1.31%	+31.3%
Shriram Finance Ltd.	Finance	1.28%	+16.6%
Bharat Forge Ltd.	Auto Components	1.24%	0.0%
Tata Steel Ltd.	Ferrous Metals	1.23%	0.0%
Info Edge (India) Ltd.	Retailing	1.21%	0.0%
Navin Fluorine International Ltd.	Chemicals & Petrochemicals	1.21%	−17.2%
Karur Vysya Bank Ltd.	Banks	1.15%	0.0%
Fortis Healthcare Ltd.	Healthcare Services	1.15%	−17.0%
National Aluminium Company Ltd.	Non - Ferrous Metals	1.14%	0.0%
NTPC Ltd.	Power	1.13%	0.0%
Indian Bank	Banks	1.08%	0.0%
Bajaj Finance Ltd.	Finance	1.07%	New
Emcure Pharmaceuticals Ltd.	Pharmaceuticals & Biotechnology	1.06%	0.0%
Schaeffler India Ltd.	Auto Components	1.05%	−33.3%
Union Bank of India	Banks	1.03%	New
Reliance Industries Ltd.	Petroleum Products	1.03%	0.0%
Torrent Pharmaceuticals Ltd.	Pharmaceuticals & Biotechnology	1.02%	0.0%
Sun Pharmaceutical Industries Ltd.	Pharmaceuticals & Biotechnology	0.99%	−33.8%
Acutaas Chemicals Ltd.	Pharmaceuticals & Biotechnology	0.99%	+58.3%
State Bank of India	Banks	0.99%	0.0%
Hero Motors Ltd.	Auto Components	0.95%	New
JSW Steel Ltd.	Ferrous Metals	0.93%	0.0%
Lupin Ltd.	Pharmaceuticals & Biotechnology	0.91%	−20.7%
Tempsens Instruments (India) Ltd.	Industrial Manufacturing	0.90%	0.0%
Alkem Laboratories Ltd.	Pharmaceuticals & Biotechnology	0.88%	0.0%
Ashok Leyland Ltd.	Agricultural, Commercial & Construction Vehicles	0.87%	0.0%
Marico Ltd.	Agricultural Food & other Products	0.87%	0.0%
Mazagon Dock Shipbuilders Ltd.	Industrial Manufacturing	0.82%	0.0%
Mahindra & Mahindra Financial Services Ltd	Finance	0.80%	0.0%
Welspun Corp Ltd.	Industrial Products	0.76%	+4.8%
Bharat Electronics Ltd.	Aerospace & Defense	0.76%	−26.7%
Vodafone Idea Ltd.	Telecom - Services	0.73%	New
Aster DM Quality Care Ltd.	Healthcare Services	0.73%	+40.2%
Rentomojo Ltd.	Commercial Services & Supplies	0.70%	New
Dhoot Transmission Ltd.	Auto Components	0.64%	−50.0%
Solar Industries India Ltd.	Chemicals & Petrochemicals	0.62%	New
Abbott India Ltd.	Pharmaceuticals & Biotechnology	0.62%	+29.7%
Aditya Birla Capital Ltd.	Finance	0.50%	−53.1%
Eicher Motors Ltd.	Automobiles	0.49%	−59.5%
Infosys Ltd.	IT - Software	0.46%	0.0%
Tata Consultancy Services Ltd.	IT - Software	0.46%	0.0%
L&T Finance Ltd.	Finance	0.45%	−55.4%
364 DAYS TBILL RED 19-11-2026 · Treasury bill	SOVEREIGN	0.22%
P N Gadgil Jewellers Ltd.	Consumer Durables	0.05%	−94.5%
KEI Industries Ltd.	Industrial Products	0.00%	0.0%

Edelweiss Business Cycle Fund Stocks Bought and Sold

All changes are between August 2026 and September 2026

Stocks bought and sold in September 2026

Laurus Labs Ltd.	Reduced	−4.5%	3.09%
Cummins India Ltd.	Reduced	−5.9%	2.83%
Radico Khaitan Ltd.	Added	+9.2%	2.90%
Grasim Industries Ltd.	Reduced	−21.9%	1.97%
Muthoot Finance Ltd.	Sold out	−100%	was 2.28%
Glenmark Pharmaceuticals Ltd.	Reduced	−3.9%	2.17%
GE Vernova T&D India Limited	Reduced	−7.1%	2.03%
Avenue Supermarts Ltd.	Reduced	−24.0%	1.59%
Ather Energy Ltd.	Reduced	−0.2%	1.76%
Hitachi Energy India Ltd.	Added	+21.4%	1.94%
Bajaj Auto Ltd.	Added	+26.4%	1.94%
Bajaj Finserv Ltd.	Added	+91.2%	1.89%
Multi Commodity Exchange Of India Ltd.	Added	+11.4%	1.68%
ABB India Ltd.	Added	+39.4%	1.65%
Polycab India Ltd.	Reduced	−2.4%	1.46%
Titan Company Ltd.	Added	+42.9%	1.59%
INDO-MIM Ltd.	Reduced	−22.3%	1.56%
Bharat Heavy Electricals Ltd.	Added	+19.4%	1.52%
Sun Pharmaceutical Industries Ltd.	Reduced	−33.8%	0.99%
Fortis Healthcare Ltd.	Reduced	−17.0%	1.15%
Schaeffler India Ltd.	Reduced	−33.3%	1.05%
Navin Fluorine International Ltd.	Reduced	−17.2%	1.21%
HCL Technologies Ltd.	Added	+22.0%	1.32%
Aurobindo Pharma Ltd.	Added	+31.3%	1.31%
Shriram Finance Ltd.	Added	+16.6%	1.28%
Eicher Motors Ltd.	Reduced	−59.5%	0.49%
Dhoot Transmission Ltd.	Reduced	−50.0%	0.64%
Lupin Ltd.	Reduced	−20.7%	0.91%
L&T Finance Ltd.	Reduced	−55.4%	0.45%
Hero MotoCorp Ltd.	Sold out	−100%	was 1.12%
Bajaj Finance Ltd.	New	New	1.07%
Aditya Birla Capital Ltd.	Reduced	−53.1%	0.50%
Union Bank of India	New	New	1.03%
Bharat Electronics Ltd.	Reduced	−26.7%	0.76%
Acutaas Chemicals Ltd.	Added	+58.3%	0.99%
Hero Motors Ltd.	New	New	0.95%
P N Gadgil Jewellers Ltd.	Reduced	−94.5%	0.05%
Welspun Corp Ltd.	Added	+4.8%	0.76%
Vodafone Idea Ltd.	New	New	0.73%
Aster DM Quality Care Ltd.	Added	+40.2%	0.73%
Thermax Ltd.	Sold out	−100%	was 0.72%
Rentomojo Ltd.	New	New	0.70%
Solar Industries India Ltd.	New	New	0.62%
Abbott India Ltd.	Added	+29.7%	0.62%
BSE Ltd.	Sold out	−100%	was 0.22%
Biocon Ltd.	Sold out	−100%	was 0.03%

A change is counted by the number of shares the fund holds, not by price. A stock can become a smaller part of the fund in a month when the fund bought more of it, if its price fell. Debt papers are left out.

What Edelweiss Business Cycle Fund bought and sold

Edelweiss Business Cycle Fund Portfolio Overlap

Funds with the most similar portfolios, across every fund house and category

Fund	Overlap	Holdings in common
Bandhan Nifty Alpha 50 Index FundIndex · Bandhan	44.8%	33	Compare
Aditya Birla Sun Life Quant FundThematic · Aditya Birla Sun Life	39.1%	29	Compare
ITI Mid Cap FundMid Cap · ITI	39.0%	39	Compare
Motilal Oswal Nifty Alpha 50 ETFETF · Motilal Oswal	38.8%	33	Compare
Kotak Nifty Alpha 50 ETFETF · Kotak Mahindra	38.8%	33	Compare
Kotak Nifty Alpha 50 Index FundIndex · Kotak Mahindra	38.7%	33	Compare
Axis Nifty500 Momentum 50 Index FundIndex · Axis	37.2%	25	Compare
Motilal Oswal Nifty 500 Momentum 50 Index FundIndex · Motilal Oswal	37.2%	25	Compare

Overlap: for each holding both funds own, the smaller of its two weights, added up. 40% means 40% of each fund's money sits in positions the other also holds. From each fund's latest monthly portfolio, matched by ISIN. Cash and hedged positions are left out. Funds that overlap under 10% are not listed. A high overlap does not make two funds the same: their costs, lock-in and category can differ.

Edelweiss Business Cycle Fund Overview

Fund facts from the scheme summary document, as on 16-10-2026

Expense ratio (Direct): 1.28%
Expense ratio (Regular): 2.74%
Category: Thematic
Risk: Very High
Benchmark: Nifty 500 TRI
Launch date: 29-07-2024
Minimum investment: ₹100
Minimum additional investment: ₹100
AUM: ₹1,344.10 Cr (30-09-2026)
Lock in: None
Scheme code (Direct): 152710
ISIN (Direct): INF754K01TA2
Scheme code (Regular): 152724
ISIN (Regular): INF754K01SW8
NAV history: From 31-07-2024, 2.2 years

Exit load: Exit load of 1%, if redeemed within 90 days.

Tax on Edelweiss Business Cycle Fund returns

Edelweiss Business Cycle Fund is taxed as an equity fund: 65% or more of it is in Indian stocks.
Units sold within 1 year: the gain is taxed at 20%.
Units held longer: gains above ₹1.25 lakh in a financial year, across all your equity funds and shares, are taxed at 12.5%.
IDCW (dividend) payouts are added to your income and taxed at your slab rate.
A stamp duty of 0.005% is deducted when you invest.

Rules in force from 23-07-2024 (Finance Act 2024). Tax depends on your own income; this is general information, not tax advice.

All plans and options

Plan	Option	NAV	As on
direct	Growth	₹9.0046	30-10-2026
direct	IDCW	₹9.0046	30-10-2026
regular	Growth	₹8.6886	30-10-2026
regular	IDCW	₹8.6886	30-10-2026

About Edelweiss Business Cycle Fund

Edelweiss Business Cycle Fund is a mutual fund from Edelweiss Mutual Fund. Its category is Thematic. It was launched on 29-07-2024. Its benchmark is Nifty 500 TRI. At the end of September 2026 it held 76 securities.

Fund Manager

Bhavesh Jain
Fund manager of Edelweiss Business Cycle Fund, since 29-07-2024
Bharat Lahoti
Fund manager of Edelweiss Business Cycle Fund, since 29-07-2024
Amit Vora
Fund manager of Edelweiss Business Cycle Fund, since 29-07-2024

See all funds of Edelweiss Mutual Fund

AUM change

September 2026: ₹1,344.10 Cr; −8.15% from August 2026
August 2026: ₹1,463.37 Cr; +1.02% from July 2026
July 2026: ₹1,448.64 Cr; −1.98% from June 2026

AUM moves with money invested or taken out, and with the value of what the fund holds.

Compare Edelweiss Business Cycle Fund with Other Funds

Returns, risk, costs and the stocks they share, side by side

Edelweiss Business Cycle vs Nippon India Taiwan EquityThematic
Edelweiss Business Cycle vs HDFC DefenceThematic
Edelweiss Business Cycle vs HDFC Pharma and HealthcareThematic
Edelweiss Business Cycle vs SBI Healthcare OpportunitiesThematic
Edelweiss Business Cycle vs Aditya Birla Sun Life International EquityThematic
Edelweiss Business Cycle vs Bandhan Nifty Alpha 50 Index44.8% overlap
Edelweiss Business Cycle vs Aditya Birla Sun Life Quant39.1% overlap
Edelweiss Business Cycle vs ITI Mid Cap39.0% overlap

Compare with any other fund

Frequently Asked Questions for Edelweiss Business Cycle Fund

What is the current NAV of Edelweiss Business Cycle Fund?

The Direct plan NAV is ₹9.0046. The Regular plan NAV is ₹8.6886, as on 30-10-2026.

What are the returns of Edelweiss Business Cycle Fund?

The Direct plan returned −1.78% in 1 year. The Regular plan returned −3.25% in 1 year. These figures are as on 30-10-2026.

What is the expense ratio of Edelweiss Business Cycle Fund?

The Direct plan charges 1.28% a year. The Regular plan charges 2.74% a year. This is the figure the fund house reported to AMFI, in force from 09-10-2026.

What is the AUM of Edelweiss Business Cycle Fund?

Edelweiss Business Cycle Fund managed ₹1,344.10 Cr on 30-09-2026, as its fund house reported in its monthly portfolio.

What are the top holdings of Edelweiss Business Cycle Fund?

At the end of September 2026 the largest holdings were LAURUSLABS (3.09%), RADICO (2.90%), CUMMINSIND (2.83%), ICICIBANK (2.75%), FEDERALBNK (2.58%). The fund held 76 securities in all.

What did Edelweiss Business Cycle Fund buy and sell in September 2026?

It bought 6 new stocks: Hero Motors Ltd, Rentomojo Ltd, Bajaj Finance Ltd, Solar Industries India Ltd, Vodafone Idea Ltd. It sold out of 5: BSE Ltd, Thermax Ltd, Hero MotoCorp Ltd, Biocon Ltd, Muthoot Finance Ltd. It added shares in 15. It reduced 20.

How do I invest in Edelweiss Business Cycle Fund?

Through Edelweiss Mutual Fund's website or app, a mutual fund distributor, or an investment platform. Choose the Direct plan to pay no distributor commission, or the Regular plan to invest through a distributor. The first investment is at least ₹100. You can invest once or through a monthly SIP.

Who is the fund manager of Edelweiss Business Cycle Fund?

Bhavesh Jain (since 29-07-2024), Bharat Lahoti (since 29-07-2024), Amit Vora (since 29-07-2024).

Sources: NAV and expense ratio from AMFI. Holdings from the fund house's monthly portfolio statement. Fund facts from its scheme summary document, as on 16-10-2026.

This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.