Edelweiss Business Cycle Fund
Edelweiss Business Cycle Fund Growth invests in sectors poised to grow during economic expansion.
What This Strategy Does
CW Expert Research Notes
Earnings Resilience
The fund has demonstrated consistent earnings delivery across market cycles, outperforming its benchmark in 10 out of the past 12 years.
Cyclical Tilt
The strategy's overweight exposure to cyclical sectors like financials and industrials, coupled with an underweight in defensive areas, positions it to capitalize on an expansionary economic environment.
Valuation Opportunity
With the portfolio trading at a discount to historical averages and peers, the fund offers an attractive entry point for investors seeking exposure to a potential cyclical upswing.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Risk Profile
Detailed Risks
Market Risk
Potential recession risks amid slowing global growth could trigger demand contraction, mitigated by cyclical tilt.
Liquidity Risk
Concentrated mid-cap exposure could face liquidity stress during volatility spikes, mitigated by large-cap buffer.
Concentration Risk
Significant sector bets amplify idiosyncratic risks like regulatory headwinds, offset by diversification across holdings.
Specific Strategy Risk
Earnings misses or competitive pressures could impair scaling for concentrated mid-cap holdings, mitigated by monitoring.
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.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Bharat Lahoti
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.
43 years
Combined Team Experience
₹ 93,857 Cr
Assets Under Management
Bhavesh Jain
Co-Portfolio ManagerMr. 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.
Amit Vora
Co-Portfolio ManagerAmit Vora has experience of 5 years. Manages 83 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹23,878 Cr
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.
Firm Overview
Investment Philosophy & Approach
Disciplined Approach
Edelweiss employs a disciplined investment approach focused on rigorous research.
Risk Management
Risk management is ingrained, aiming to deliver consistent long-term returns.
Fundamental Analysis
Fundamental analysis drives investment decisions based on business cycle dynamics.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)