Edelweiss Business Cycle Fund

Q: What are the returns of this mutual fund scheme?

The Edelweiss Business Cycle Fund is a 1 yrs 3 m old fund and has delivered average annual returns of -8.87% since inception. Edelweiss Business Cycle Fund Returns 1-Year Since Inception -4.65% -8.87%

Q: How much does this mutual fund charge as expense ratio?

The Edelweiss Business Cycle Fund has an expense ratio of 2.04% , representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.

NAV as of Oct 20, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹9.0346+0.33% 1 day change	-8.87% p.a.	App exclusive #NA View Ranked Funds	₹1,750 Cr

Historical NAV & returns

NAV: ₹9.0346 as on Oct 20, 2025

This fund Category average

Edelweiss Business Cycle Fund overview

AUM (Fund size)	₹1,750 Cr
Exit load	1.0% Exit load of 1%, if redeemed within 90 days.!
Lock-in Period	Nil
Age	1 yrs 3 m since Jul 09, 2024
Benchmark	NIFTY 500 TRI
Min. investment	SIP: ₹500 & Lumpsum: ₹1000
Expense ratio	2.04% as on Sep 30, 2025
Plan type	Regular
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Edelweiss Business Cycle Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Oct 17, 2025

Period	This fund	Category average
1 Month	4.08%	4.09%
3 Months	2.16%	3.62%
6 Months	6.64%	8.04%
1 Year	-4.65%	3.42%

View returns in detail

Asset allocationas on Sep 30, 2025

Large Cap 39.73%

Mid Cap 54.72%

Small Cap 4.67%

Other Cap 0%

Top holdings

Muthoot Finance Ltd.5.67%

Fortis Healthcare Ltd.4.64%

Divi's Laboratories Ltd.3.96%

Bosch Ltd.3.72%

Top sectors

Healthcare 23.39%

Financial 21.7%

Consumer Staples 7.470000000000001%

Services 7.370000000000001%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Others 1.45%

Reserve Bank of India 0.56%

Allocation by Instruments

CBLO 1.45086053%

Treasury Bills 0.56730908%

Cash 2.1747E-4%

Other Holdings

Bifurcation by Holding is not available for this fund

Detailed portfolio analysis

Peer comparison

Fund name	1M	6M	1Y	3Y	5Y	10Y
Edelweiss Business Cycle Fund	4.08%	6.64%	-4.65%	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	4.09%	7.45%	8.52%	22.78%	32.63%	13.86%
ICICI Prudential Dividend Yield Equity Fund	3.7%	7.44%	7.33%	23.76%	29.89%	16.07%
ICICI Prudential Value Fund	4.07%	7.71%	7.35%	21.71%	26.81%	15.51%
SBI Contra Fund	4.52%	6.02%	2.74%	20.23%	29.54%	16.14%
ICICI Prudential India Equity FOF	4.07%	7.27%	6.61%	21.35%	26.52%	12.27%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Edelweiss Business Cycle Fund	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	11.51	0.82	1.32	2.34
ICICI Prudential Dividend Yield Equity Fund	12.13	0.86	1.33	2.07
ICICI Prudential Value Fund	11.19	0.79	1.28	2.23
SBI Contra Fund	12.19	0.89	1.05	1.68
ICICI Prudential India Equity FOF	11.73	0.87	1.17	1.88

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Edelweiss Business Cycle Fund	N.A.	1,750 Cr	1 yrs 3 m	2.04%
ICICI Prudential India Opportunities Fund	N.A.	30,802 Cr	6 yrs 10 m	1.58%
ICICI Prudential Dividend Yield Equity Fund	N.A.	5,936 Cr	11 yrs 6 m	1.81%
ICICI Prudential Value Fund	N.A.	55,445 Cr	21 yrs 3 m	1.5%
SBI Contra Fund	N.A.	47,205 Cr	20 yrs 5 m	1.5%
ICICI Prudential India Equity FOF	N.A.	229 Cr	5 yrs 8 m	1.21%

View all Strategy funds

Key risk & return ratios Compared to other funds in the category

Risk ratios are based on three-year data. The required data is unavailable for the scheme.

Compare Edelweiss Business Cycle Fund in detail with

About this fund

About Edelweiss Business Cycle Fund

Edelweiss Business Cycle Fund is a Strategy mutual fund scheme from Edelweiss Mutual Fund. This fund has been in existence for 1 yrs 3 m, having been launched on 09/07/2024. Edelweiss Business Cycle Fund has ₹1,750 Crores worth of assets under management (AUM) as on 30/09/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Edelweiss Business Cycle Fund as of 20/10/2025 is ₹9.03. The fund has an expense ratio of 2.04%, which is higher than what most other Strategy funds charge.

Edelweiss Business Cycle Fund returns of last 1-year are -9.37%. Since launch, it has delivered -7.94% average annual returns.
The fund has the majority of its money invested in Healthcare, Financial, Consumer Staples, Services, Automobile sectors. It has taken less exposure in Healthcare, Financial sectors compared to other funds in the category.
The fund's top 5 holdings are in Muthoot Finance Ltd., Fortis Healthcare Ltd., Divi's Laboratories Ltd., Bosch Ltd., ICICI Bank Ltd..

...

Fund AUM	1,750 Cr as on Sep 30, 2025
Scheme document	View Scheme Document

Fund managers

Bhavesh Jain

Mr. Jain is a MMS (Finance) from Mumbai University. Prior to joining Edelweiss Mutual Fund he was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.

Bharat Lahoti

Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies Prior to joining Edelweiss Asset Management Limited as a Fund Manager - Equity and a Key Person , he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager - Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector.

Investment objective

The scheme 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.

Edelweiss Mutual Fund details

No. of schemes	55 view all schemes
Total AUM	1,78,678 Cr as on Sep 30, 2025
Address	Edelweiss House Off C.S.T. Road, Kalina Mumbai, 400098
Phone	+91 22 4093 3400

More funds from Edelweiss Mutual Fund

Fund name	ETM Rank	AUM	1Y	5Y
Edelweiss Mid Cap Fund	N.A.	11,731 Cr	6.47%	29.34%
Edelweiss Small Cap Fund	N.A.	5,057 Cr	1.31%	28.66%
Edelweiss Flexi Cap Fund	N.A.	2,842 Cr	3.55%	21.79%
Edelweiss Large & Mid Cap Fund	N.A.	4,133 Cr	3.24%	21.73%
Edelweiss Recently Listed IPO Fund	N.A.	954 Cr	6.22%	19.56%
Edelweiss ELSS Tax Saver Fund	N.A.	417 Cr	4.52%	19.39%

See all Equity funds from this AMC

Frequently asked questions

What is the current NAV of Edelweiss Business Cycle Fund?

The current Net Asset Value (NAV) of the Edelweiss Business Cycle Fund plan is approximately ₹9.0346 as of Oct 20, 2025.

What are the returns of this mutual fund scheme?

The Edelweiss Business Cycle Fund is a 1 yrs 3 m old fund and has delivered average annual returns of -8.87% since inception.

Edelweiss Business Cycle Fund Returns

1-Year	Since Inception
-4.65%	-8.87%

How much does this mutual fund charge as expense ratio?

The Edelweiss Business Cycle Fund has an expense ratio of 2.04%, representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.

What is the AUM or fund size of this mutual fund?

The Edelweiss Business Cycle Fund currently has assets under management (AUM) or fund size valued at approximately 1,750 Cr as on Sep 30, 2025.

What are the top stock holdings of Edelweiss Business Cycle Fund?

The Edelweiss Business Cycle Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Muthoot Finance Ltd.	5.67%
Fortis Healthcare Ltd.	4.64%
Divi's Laboratories Ltd.	3.96%
Bosch Ltd.	3.72%
ICICI Bank Ltd.	3.5%
GE Vernova T&D India Ltd	3.38%
Coromandel International Ltd.	3.06%
JK Cement Ltd.	2.68%
Glenmark Pharmaceuticals Ltd.	2.67%
HDFC Bank Ltd.	2.49%

What are the top sectors Edelweiss Business Cycle Fund has invested in?

The Edelweiss Business Cycle Fund has primarily invested in the following sectors

Sector	Percentage of Portfolio
Healthcare	23.39%
Financial	21.7%
Consumer Staples	7.470000000000001%
Services	7.370000000000001%
Automobile	7.08%
Chemicals	6.89%
Capital Goods	6.609999999999999%
Materials	3.91%
Communication	3.6300000000000003%
Technology	3.1399999999999997%

What is risk level of Edelweiss Business Cycle Fund?

This is a Strategy fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How can I redeem my investments in Edelweiss Business Cycle Fund?

Redeeming your investments in the Edelweiss Business Cycle Fund is simple. If you have invested via ET Money, just log in to the app, go to the holdings section, and submit the redemption request.

If you have invested from anywhere else, you can go to the fund house website and put a request through it.