Edelweiss Business Cycle Fund Regular-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -0.36%
NAV: ₹9.04 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Edelweiss Business Cycle Fund Regular-Growth

  • ₹1,344.1 Cr
    AUM
  • ₹9.04
    NAV
  • 2.68%
    Expense Ratio
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Edelweiss Business Cycle Fund Regular-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -0.36% NA NA
6 Months 3.40% NA NA
1 Year 1.27% 1.27% NA
2 Years -2.64% -1.33% NA
As on Thu Nov 05, 2026

Asset Allocation of Edelweiss Business Cycle Fund Regular-Growth

equities

99.12%

debt instruments

1.18%
Large Cap: 43.65%
Mid Cap: 44.55%
Small Cap: 11.80%
Other: 0.00%
Top Holdings
Muthoot Finance Ltd
5.74%
Muthoot Finance Ltd
5.74%
Muthoot Finance Ltd
5.67%
Muthoot Finance Ltd
5.67%
Fortis Healthcare Ltd
4.79%
 
Top Sectors
Healthcare
48.10%
Financial
30.85%
Unspecified
8.90%
Materials
3.75%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Edelweiss Business Cycle Fund Regular-Growth

Launched on 29 Jul 2024, the fund aims Long term capital appreciation. Investment in equity and equity related instruments with a focus on navigating business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. It manages assets worth ₹1,344.1 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.68%.
The portfolio allocation consists of 99.12% in equities, 1.18% in debt instruments.Managed by Amit Vora, it has delivered a return of 1.27% in the last year, a total return since inception of -4.33%.
When planning wealth creation strategies long-term planners generally consider best sip plan depending on returns.

Read more
  • Bhavesh Jain

    Fund Manager

  • Mr. Jain is a MMS (Finance) from Mumbai University.

    Manager Education

  • Bharat Lahoti

    Fund Manager

  • Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies

    Manager Education

  • Amit Vora

    Fund Manager

  • Mr. Vora has done B.Com from University of Mumbai

    Manager Education

Edelweiss Business Cycle Fund Regular-Growth Fund Details

Fund Names Edelweiss Business Cycle Fund Regular-Growth
Inception Date 29 Jul 2024
Lock In No Lock-in
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Edelweiss Business Cycle Fund Regular-Growth Fund Returns Comparison

Compare Edelweiss Business Cycle Fund Regular-Growth with other mutual funds in the same category

Edelweiss Business Cycle Fund Regular-Growth

ICICI Prudential Business Cycle Fund Direct-Growth

ICICI Prudential Business Cycle Fund Direct-IDCW

Compare more funds

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
ICICI Prudential Business Cycle Fund Direct-Growth trend ₹14,889 6.00% -1.97% -1.94% 16.03% 14.65%
ICICI Prudential Business Cycle Fund Direct-IDCW trend ₹14,889 6.00% -1.97% -1.94% 16.03% 14.65%
HSBC Business Cycles Fund Direct-Growth trend ₹1,179 1.14% -1.23% 1.58% 16.60% 14.14%
HSBC Business Cycles Fund Direct-IDCW trend ₹1,179 1.14% -1.23% 1.58% 16.60% 14.14%
ICICI Prudential Business Cycle Fund-Growth trend ₹14,889 5.94% -2.18% -2.80% 14.92% 13.42%
ICICI Prudential Business Cycle Fund-IDCW trend ₹14,889 5.94% -2.18% -2.80% 14.92% 13.42%
Tata Business Cycle Fund Direct-Growth trend ₹2,416 1.91% -5.61% -3.86% 10.76% 12.89%
Tata Business Cycle Fund Direct-IDCW trend ₹2,416 1.91% -5.61% -3.86% 10.76% 12.89%
HSBC Business Cycles Fund Regular-Growth trend ₹1,179 1.04% -1.53% 0.37% 15.29% 12.89%
HSBC Business Cycles Fund Regular-IDCW trend ₹1,179 1.04% -1.53% 0.37% 15.29% 12.89%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Edelweiss Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Edelweiss Business Cycle Fund Direct-Growth increase ₹1,344 2.95% 0.00% 4.17% 2.81% -
Edelweiss Business Cycle Fund Direct-IDCW increase ₹1,344 2.95% 0.00% 4.17% 2.81% -
Edelweiss Business Cycle Fund Regular-IDCW increase ₹1,344 2.82% -0.36% 3.40% 1.27% -
increase growth is based on 1-month returns of the funds

Edelweiss Business Cycle Fund Regular-Growth Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential Business Cycle Fund-Growth trend ₹14,889 ₹24.63 14.92% 13.42% -
ICICI Prudential Business Cycle Fund Direct-Growth trend ₹14,889 ₹26.32 16.03% 14.65% -
ICICI Prudential Business Cycle Fund-IDCW trend ₹14,889 ₹17.61 14.92% 13.42% -
ICICI Prudential Business Cycle Fund Direct-IDCW trend ₹14,889 ₹19.16 16.03% 14.65% -
Kotak Business Cycle Fund Direct-Growth trend ₹3,414 ₹18.65 17.77% - -
Kotak Business Cycle Fund Regular-Growth trend ₹3,414 ₹17.55 16.14% - -
Kotak Business Cycle Fund Regular-IDCW trend ₹3,414 ₹16.31 16.14% - -
Kotak Business Cycle Fund Direct-IDCW trend ₹3,414 ₹17.34 17.77% - -
HDFC Business Cycle Fund Regular-Growth trend ₹2,646 ₹15.25 10.85% - -
HDFC Business Cycle Fund Direct-Growth trend ₹2,646 ₹15.99 12.09% - -
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Top funds are based on Fund AUM

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Edelweiss Business Cycle Fund Regular-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Muthoot Finance LtdFinancial5.74%₹101.85 Cr
Muthoot Finance LtdFinancial5.74%₹101.85 Cr
Muthoot Finance LtdFinancial5.67%₹99.24 Cr
Muthoot Finance LtdFinancial5.67%₹99.24 Cr
Fortis Healthcare LtdHealthcare4.79%₹84.94 Cr
Fortis Healthcare LtdHealthcare4.79%₹84.94 Cr
Divi's Laboratories LtdHealthcare4.40%₹82.31 Cr
Fortis Healthcare LtdHealthcare4.64%₹81.13 Cr
Fortis Healthcare LtdHealthcare4.64%₹81.13 Cr
Divi's Laboratories LtdHealthcare4.48%₹79.46 Cr
Divi's Laboratories LtdHealthcare4.48%₹79.46 Cr
Others CbloUnspecified4.43%₹77.03 Cr
Max Healthcare Institute LtdHealthcare4.05%₹75.88 Cr
Fortis Healthcare LtdHealthcare3.92%₹73.37 Cr
Coromandel International LtdMaterials3.75%₹70.26 Cr
Divi's Laboratories LtdHealthcare3.96%₹69.32 Cr
Divi's Laboratories LtdHealthcare3.96%₹69.32 Cr
Muthoot Finance LtdFinancial3.98%₹69.22 Cr
Muthoot Finance LtdFinancial4.04%₹68.61 Cr
Others CbloUnspecified4.47%₹66.05 Cr
View More

Top Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
ICICI Prudential Business Cycle Fund Direct-Growth increase ₹26.32 16.03% 14.65% -
ICICI Prudential Business Cycle Fund Direct-IDCW increase ₹19.16 16.03% 14.65% -
HSBC Business Cycles Fund Direct-Growth increase ₹48.14 16.60% 14.14% -
HSBC Business Cycles Fund Direct-IDCW increase ₹25.52 16.60% 14.14% -
ICICI Prudential Business Cycle Fund-Growth increase ₹24.63 14.92% 13.42% -
ICICI Prudential Business Cycle Fund-IDCW increase ₹17.61 14.92% 13.42% -
Tata Business Cycle Fund Direct-Growth increase ₹19.76 10.76% 12.89% -
Tata Business Cycle Fund Direct-IDCW increase ₹19.76 10.76% 12.89% -
HSBC Business Cycles Fund Regular-Growth increase ₹43.07 15.29% 12.89% -
HSBC Business Cycles Fund Regular-IDCW increase ₹22.84 15.29% 12.89% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Edelweiss Business Cycle Fund Regular-Growth

What is the current AUM of Edelweiss Business Cycle Fund Regular-Growth?

As of Wed Sep 30, 2026, Edelweiss Business Cycle Fund Regular-Growth manages assets worth ₹1,344.1 crore

How has Edelweiss Business Cycle Fund Regular-Growth performed recently?

  • 3 Months: -0.36%
  • 6 Months: 3.40%

What is the portfolio composition of Edelweiss Business Cycle Fund Regular-Growth?

Equity: 99.12%, Debt: 1.18%, Others: -0.30%.

Who manages Edelweiss Business Cycle Fund Regular-Growth?

Edelweiss Business Cycle Fund Regular-Growth is managed by Amit Vora from Edelweiss Mutual Fund.

What is the market-cap allocation of Edelweiss Business Cycle Fund Regular-Growth?

Large Cap: 43.65%, Mid Cap: 44.55%, Small Cap: 11.80%.

Which are the top companies Edelweiss Business Cycle Fund Regular-Growth has invested in?

  • Muthoot Finance Ltd – 5.74% of the fund's portfolio
  • Muthoot Finance Ltd – 5.74% of the fund's portfolio
  • Muthoot Finance Ltd – 5.67% of the fund's portfolio
  • Muthoot Finance Ltd – 5.67% of the fund's portfolio
  • Fortis Healthcare Ltd – 4.79% of the fund's portfolio

Which are the major sectors Edelweiss Business Cycle Fund Regular-Growth focuses on?

  • Healthcare – 48.10% of the fund's portfolio
  • Financial – 30.85% of the fund's portfolio
  • Unspecified – 8.90% of the fund's portfolio
  • Materials – 3.75% of the fund's portfolio
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