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 #133 of 184 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹8.72 (as of 2026-10-01) |
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| AUM | ₹1,463 Cr |
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| Expense ratio | 1.82% |
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| Riskometer | Very High |
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| Fund manager | Bharat Lahoti |
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| Exit load | 1% for redemption within 90 days |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | −26.91% |
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| Alpha | 0 |
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| Beta | 0 |
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Over 5 years, captured 100.7% of Nifty 500's upside and 119.0% of its downside.
Market cap allocation
| Large cap | 42.0% |
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| Mid cap | 45.7% |
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| Small cap | 12.2% |
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Concentration
| Top 5 holdings | 13.8% |
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| Top 10 holdings | 25.5% |
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| Total holdings | 75 |
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Top holdings
- Cummins India Ltd. — 3.0%
- Laurus Labs Limited — 2.9%
- ICICI Bank Ltd. — 2.8%
- Federal Bank Ltd. — 2.7%
- Grasim Industries Ltd — 2.5%
- FSN E-Commerce Ventures Limited — 2.5%
- Radico Khaitan Ltd. — 2.5%
- MUTHOOT FINANCE LIMITED — 2.3%
- Glenmark Pharmaceuticals ltd — 2.2%
- GE Vernova T&D India Limited — 2.1%
Top sectors
- Pharma & Biotech — 14.0%
- Automobile — 12.5%
- Banking & Financial — 12.3%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | −3.6% | Q3 | #86 of 167 |
| 2025 | −3.7% | Q4 (Bottom) | #115 of 132 |