Edelweiss Business Cycle Fund - Regular Plan - IDCW Option
Category: Equity: Thematic-Others |
Launch Date: 30-07-2024 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
Expense Ratio: 2.01% As on ( 30-06-2025) |
Status: Open Ended Schemes |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 1,940.74 Cr As on ( 30-06-2025) |
Turn over: |
Fund Managers
For Overseas Securities: Mr. Amit Vora
Investment Objective
The Fund 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.
PERFORMANCE of Edelweiss Business Cycle Fund - Regular Plan - IDCW Option
Scheme Performance (%) Data as on - 14-07-2025
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
Edelweiss Business Cycle Fund - Regular Plan - IDCW Option | - | - | - | - | -10.71 |
NIFTY 500 TRI | 1.87 | 20.5 | 23.06 | 14.01 | 12.55 |
Equity: Thematic-Others | 0.56 | 22.05 | 25.48 | 13.64 | 13.63 |
RETURNS CALCULATOR for Edelweiss Business Cycle Fund - Regular Plan - IDCW Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Edelweiss Business Cycle Fund - Regular Plan - IDCW Option
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Edelweiss Business Cycle Fund - Regular Plan - IDCW Option | - | - | - | - | - | - |
Equity: Thematic-Others | - | - | - | - | - | - |
PEER COMPARISION
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
Edelweiss Business Cycle Fund Reg IDCW | 30-07-2024 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Sundaram Services Reg Gr | 21-09-2018 | 13.59 | 21.73 | 22.25 | 26.1 | 0.0 |
ICICI Pru India Opportunities Cum | 05-01-2019 | 7.8 | 25.08 | 27.43 | 31.9 | 0.0 |
ICICI Pru Exports & Services Gr | 01-11-2005 | 6.97 | 24.12 | 23.7 | 26.18 | 13.72 |
Franklin India Opportunities Gr | 05-02-2000 | 2.4 | 32.83 | 33.9 | 31.43 | 15.86 |
ICICI Prudential Housing Opportunities Fund Gr | 18-04-2022 | 2.18 | 21.5 | 21.05 | 0.0 | 0.0 |
SBI COMMA Fund Reg PLAN Gr | 05-08-2005 | 1.47 | 22.05 | 20.42 | 23.7 | 15.28 |
Edelweiss Recently Listed IPO Fund Reg Gr | 16-02-2018 | 1.18 | 16.5 | 18.24 | 21.32 | 0.0 |
HDFC Defence Fund Gr | 05-06-2023 | 0.49 | 52.19 | 0.0 | 0.0 | 0.0 |
ICICI Pru Commodities Gr | 05-10-2019 | -1.5 | 19.91 | 23.88 | 34.89 | 0.0 |
Asset Allocation (%)
PORTFOLIO ANALYSIS of Edelweiss Business Cycle Fund - Regular Plan - IDCW Option
Portfolio as on