Edelweiss Business Cycle IDCW Payout Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Edelweiss Business Cycle IDCW Payout Direct Plan

NAV
₹9.0038
-0.22%
(21 Aug)
AUM
1,872 Cr
TER
0.42%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
-7.1%
-7.1%
-7.1%
-7.2%
-9.6%
3Y
+33.2%
+33.2%
+33.2%
+32.4%
NA
5Y
+30.7%
+30.7%
+30.7%
+29.0%
NA
ALL
+11.9%
+11.9%
+11.9%
+16.5%
-9.4%
VOL
20.2%
20.2%
20.2%
20.2%
18.1%
TER
0.8%
0.8%
0.8%
0.9%
0.4%
AUM
₹5,278 Cr
₹5,278 Cr
₹5,278 Cr
₹1,391 Cr
₹1,872 Cr
INFO
0.59
0.59
0.59
0.82
-0.52
See fund holdings as of 31st Jul
Top holdings
Cash Offset For Derivatives
6.2%
Net Receivables/(Payables)
5.3%
Divi's Laboratories Ltd
4.4%
Max Healthcare Institute Ltd Ordinary Shares
4.1%
Fortis Healthcare Ltd
3.9%
Coromandel International Ltd
3.8%
Muthoot Finance Ltd
3.1%
Max Financial Services Ltd
3.1%
GE Vernova T&D India Ltd
2.9%
ICICI Bank Ltd
2.8%
Top industry exposure
Financial Services
31.0%
Healthcare
21.5%
Consumer Defensive
8.4%
Consumer Cyclical
8.1%
Technology
7.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
214%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
Fund 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.
Fund manager(s)
Bhavesh Jain
Bharat Lahoti
Amit Vora

FAQs