Edelweiss Business Cycle Fund Direct Growth
Equity
Direct
Equity - Other
NAV as on 21-02-2025
₹ 7.99
▲0.8%
1D
Inception Returns
/yr
About Edelweiss Business Cycle Fund Direct Growth
Edelweiss Business Cycle Fund Direct Growth is an equity fund. This fund was started on 29 July, 2024. The fund is managed by Bharat Lahoti, Bhavesh Jain. The fund could potentially beat inflation in the long-run.
Key Parameters
- Edelweiss Business Cycle Fund Direct Growth has ₹1720 Cr worth of assets under management (AUM) as on Jan 2025 and is less than category average.
- The fund has an expense ratio 0.4.
Returns
Edelweiss Business Cycle Fund Direct Growth has given a CAGR return of -19.07% since inception.
Holdings
Edelweiss Business Cycle Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Health, Industrial, Consumer Cyclical, Tech, Basic Materials, Communication, Consumer Defensive, Energy, Utilities, Real Estate. Its top holdings are Bosch Ltd, BSE Ltd, ICICI Bank Ltd, Samvardhana Motherson International Ltd, Fortis Healthcare Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Edelweiss Business Cycle Fund Direct Growth
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Edelweiss Business Cycle Fund Direct Growth has no lock in period.
Historical NAV & Returns
Edelweiss Business Cycle Fund Direct Growth Overview
| Expense ratio | 0.42% |
Benchmark | IISL Nifty 500 TR INR |
| AUM | ₹1720 Cr |
| Inception Date | 29 July, 2024 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Trailing Returns
as on (21-Feb-25)
Fund Distribution
as on (31-Jan-25)
- AUM of the fund stands at 1.9K Cr as of Jan'25
- AUM increased by 53.3 Cr between Jan'25 and Dec'24
Top 3 Sectors in January were Financial Services, Consumer Cyclical & Health
Top Growth Drivers | 1M Return |
|---|---|
 Bajaj Finserv Ltd | 8.1% |
 Cholamandalam Financial Holdings Ltd | 5.8% |
 Sundaram Finance Ltd | 0.9% |
Edelweiss Business Cycle Fund Direct Growth Highlights
Very High Risk
Fund Allocations
AUM size ₹1720 Cr
Expense Ratio 0.42%
Frequently Asked Questions for Edelweiss Business Cycle Fund Direct Growth
Edelweiss Business Cycle Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -8.14% | -8.14% |
6 Month Returns | -18.56% | -18.56% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
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