Edelweiss Business Cycle Fund
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.
Growthvine rating: 2/5 — ranked #129 of 179 in category.
Fund basics
| Category | Equity: Thematic |
|---|
| NAV | ₹9.14 (as of 2026-08-21) |
|---|
| AUM | ₹1,478 Cr |
|---|
| Expense ratio | 1.82% |
|---|
| Riskometer | Very High |
|---|
| Fund manager | Bharat Lahoti |
|---|
| Exit load | 1% for redemption within 90 days |
|---|
Performance & risk
| Standard deviation | 0.00% |
|---|
| Max drawdown | -26.91% |
|---|
| Alpha | 0 |
|---|
| Beta | 0 |
|---|
Over 5 years, captured 90.8% of Nifty 500's upside and 121.6% of its downside.
Market cap allocation
| Large cap | 45.1% |
|---|
| Mid cap | 48.8% |
|---|
| Small cap | 6.1% |
|---|
Concentration
| Top 5 holdings | 16.8% |
|---|
| Top 10 holdings | 28.9% |
|---|
| Total holdings | 66 |
|---|
Top holdings
- Laurus Labs Limited — 4.2%
- Cummins India Ltd. — 3.6%
- Polycab India Limited — 3.5%
- State Bank Of India — 2.8%
- Glenmark Pharmaceuticals ltd — 2.8%
- GE Vernova T&D India Limited — 2.7%
- MUTHOOT FINANCE LIMITED — 2.4%
- Federal Bank Ltd. — 2.3%
- Sun Pharmaceutical Industries Ltd. — 2.3%
- Fortis Healthcare Ltd — 2.3%
Top sectors
- Banking & Financial — 16.1%
- Pharma & Biotech — 15.4%
- Industrial Products — 11.0%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | 1.0% | Q3 | #110 of 167 |
| 2025 | -3.7% | Q4 (Bottom) | #115 of 132 |