Edelweiss Business Cycle Fund - Regular Plan - Growth
Category: Equity: Thematic-Business-Cycle
Launch Date: 30-07-2024
AUM:
1,381.35 Cr
Expense Ratio
2.1%
Benchmark
NIFTY 500 TRI
ISIN
INF754K01SW8
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
For Overseas Securities: Mr. Amit Vora
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Edelweiss Business Cycle Fund - Regular Plan - Growth | 4.09 | - | - |
| NIFTY 500 TRI | 5.1 | 16.78 | 14.78 |
If you invested in this fund:
₹
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
8.8293
Last change
-0.06 (-0.7192%)
Fund Size (AUM)
₹ 1,381.35 Cr
Performance
-7.21% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
For Overseas Securities: Mr. Amit Vora
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| AU SMALL FINANCE BANK LIMITED EQ | 3.59 |
| INDIAN BANK EQ | 3.58 |
| Canara Bank | 3.29 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.25 |
| MUTHOOT FINANCE LIMITED EQ | 3.1 |
| Ashok Leyland Ltd.30/03/2026 | 2.67 |
| UNION BANK OF INDIA EQ | 2.67 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 2.66 |
| Clearing Corporation of India Ltd. | 2.64 |
| GLENMARK PHARMACEUTICALS LIMITED EQ NEW FV RE.1/- | 2.63 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 43.83 |
| Healthcare | 11.73 |
| Automobile and Auto Components | 8.2 |
| Capital Goods | 7.08 |
| Oil, Gas & Consumable Fuels | 7.03 |
| Metals & Mining | 4.04 |
| Chemicals | 4.0 |
| Consumer Durables | 2.31 |
| Telecommunication | 2.16 |
| Fast Moving Consumer Goods | 1.91 |