May 9, 2025
RA Jainee
Edelweiss Business Cycle Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 8.3909
NAV IDCW: Rs 8.3909
Suitable For Which Investors?
Such thematic funds are avoidable for most investors because:
1. They have a narrow investment focus
2. Instead, diversified equity funds which invest across sectors/themes are better
If you still choose to invest:
1• Invest only through SIP
2• Have a 7+ year investment horizon
3• Be prepared to withstand interim sharp declines in investment value
Fund’s Investment Strategy:
The scheme 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.
Fund Manager:
1) Bharat Lahoti
Education: Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies
Experience: Prior to joining Edelweiss Asset Management Limited as a Fund Manager – Equity and a Key Person, he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager – Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector.
2) Bhavesh Jain
Education: Mr. Jain is a MMS (Finance) from Mumbai University.
Experience: Prior to joining Edelweiss Mutual Fund he was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 90 days |
Basic Details of Edelweiss Business Cycle Fund
| Fund House | Edelweiss Mutual Fund |
| Launch Date | 29-Jul-24 |
| Return Since Launch | -16.09% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 1,695 Cr |
| (As on 31-Mar-2025) | |
| Expense | 0.40% |
| (As on 31-Mar-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Trailing Returns (%) of Edelweiss Business Cycle Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Edelweiss Business Cycle Dir | -11.38 | -1.71 | 6.37 | -1.36 | -9.97 | — | — | — | — | — |
| BSE 500 TRI | -2.20 | -1.10 | 6.56 | 0.97 | -3.45 | — | — | — | — | — |
Peer Comparison of Edelweiss Business Cycle Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Edelweiss Business Cycle Dir | Unrated | — | — | — | 0.40 | 1,695 | -16.09 | 1.00 (90) | 9M | — |
| ICICI Pru India Opportunities Dir | Unrated | 13.72 | 25.74 | 35.83 | 0.74 | 25,696 | 23.00 | 1.00 (365) | 6Y 3M | 67.00 |
| ICICI Pru Business Cycle Dir | Unrated | 9.25 | 23.83 | — | 0.82 | 11,894 | 22.68 | 1.00 (30) | 4Y 3M | 25.00 |
| HDFC Manufacturing Dir | Unrated | — | — | — | 0.54 | 11,597 | -1.05 | 1.00 (30) | 11M | — |
| SBI Innovative Opportunities Dir | Unrated | — | — | — | 0.62 | 6,951 | -11.87 | 1.00 (365) | 8M | 38.00 |
Portfolio Analysis of Edelweiss Business Cycle Fund
| No. of Stocks | 60 |
| Top 10 Stocks | 34.71% |
| Top 5 Stocks | 19.27% |
| Top 3 Sectors | 52.35% |
| Portfolio P/B Ratio | 6.05 |
| Portfolio P/E Ratio | 33.95 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,19,340 | 1,19,802 |
| Giant (%) | 33.83 | 41.92 |
| Large (%) | 38.65 | 22.52 |
| Mid (%) | 27.52 | 28.45 |
| Small (%) | — | 12.17 |
| Tiny (%) | — | 0.60 |
Chanakya’s Mutual Fund Guidance For Edelweiss Business Cycle Fund
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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