Edelweiss Business Cycle Fund Growth

All Cap

Diversified

Equity

India Super Value

Others

Emotionally driven

Investor Profile

1–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Edelweiss Business Cycle Fund Growth invests in sectors poised to grow during economic expansion.

What This Strategy Does

Edelweiss Business Cycle Fund Regular Growth is an equity fund which captures India's ₹200+ trillion economic opportunity through a dynamic, cycle-aware approach, deploying capital across financials, industrials, and consumer sectors to achieve broad-based earnings growth.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

0.0% AnnuallyAlpha

+0.0% vs +0.0% benchmarkSince Inception

+0.0% vs +0.0% benchmark3Y Annualized

+0.0% vs +0.0% benchmark5Y Annualized

Edelweiss Business Cycle Fund Growth

Benchmark Index

Benchmark Performance Comparison

Edelweiss Business Cycle Fund

NIFTY 50

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation12.3%

Sharpe Ratio1.12

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Captures opportunities across the business cycle by dynamically allocating capital to sectors and companies best positioned for the prevailing economic environment. This flexible approach aims to generate alpha through active rotation into areas of strength while managing downside risk during contractions.

Portfolio Holdings Overview

SectoralAllocation

Capital Goods19.2%

Financial Services45.23%

Energy & Infra7.26%

Consumers13.19%

Technology0.8%

Services14.33%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

AU Small Finance Bank LtdFinancial Services3.59%

Indian BankFinancial Services3.58%

Canara BankFinancial Services3.29%

State Bank of IndiaFinancial Services3.25%

Muthoot Finance LtdFinancial Services3.10%

Union Bank of IndiaFinancial Services2.67%

Ashok Leyland Ltd.30/03/2026Utilities2.67%

GE Vernova T&D India LtdCapital Goods2.66%

Clearing Corporation Of India Ltd.Utilities2.64%

Glenmark Pharmaceuticals LtdServices2.63%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Amit Vora

Amit Vora has experience of 5 years. Manages 83 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹23,878 Cr

Bhavesh Jain

Co-Portfolio Manager

Mr. Bhavesh Jain has experience of 18 years. Manages 196 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹41,489 Cr Holds a MMS degree.

Bharat Lahoti

Co-Portfolio Manager

Mr. Bharat Lahoti has experience of 19 years. Manages 155 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹28,490 Cr Holds a MMS degree.

CW Expert Take

Edelweiss brings capital markets expertise to fund management. Their investment teams leverage deep sectoral knowledge from the parent group's domain experience. The fund house combines fundamental research with market structure understanding, useful across equity positioning and credit cycle navigation.

43 years

Combined Team Experience

₹ 93,857 Cr

Assets Under Management

Firm Overview

AMCEdelweiss Asset Management Limited

Total AUM₹1,80,658.3 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)2.07%

Regulatory & Tax Information

INF754K01SW8

ISIN

DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)