Edelweiss Business Cycle Fund - Regular Plan - Growth
Fund House: Edelweiss Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 30-07-2024 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.03% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 0.0 |
| Minimum Topup: 0.0 |
| Total Assets: 1,695 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: - | Exit Load: applicable, If the units are redeemed /switched out on or before 90 days from the date of allotment – 1% of the appliable NAV. If the units are redeemed /switched out after 90 days from the date of allotment - NIL |
8.4822
0.07 (0.8783%)
-15.59%
Benchmark: 12.46%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Edelweiss Business Cycle Fund - Regular Plan - Growth | 30-07-2024 | - | - | - | - | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 16.64 | 25.63 | 17.35 | 28.12 | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 14.28 | 31.59 | 22.88 | 34.33 | - |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 14.12 | - | - | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 14.08 | 24.15 | - | - | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 13.76 | 28.04 | 19.76 | 27.8 | 13.64 |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 13.29 | 40.27 | 29.31 | 32.47 | 15.51 |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 13.14 | - | - | - | - |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 13.13 | - | - | - | - |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 12.15 | 28.62 | 21.27 | 28.51 | 12.78 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
5.83%
Others
12.12%
Large Cap
42.74%
Mid Cap
45.02%
