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

Edelweiss Business Cycle IDCW Payout Direct Plan

NAV
₹8.2670
+0.20%
(28 Mar)
AUM
1,575 Cr
TER
0.44%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+6.7%
+6.7%
+6.7%
+5.7%
NA
3Y
+32.4%
+32.4%
+32.4%
+30.8%
NA
5Y
+33.6%
+33.6%
+33.6%
+33.0%
NA
ALL
+11.7%
+11.7%
+11.7%
+16.3%
-17.5%
VOL
20.4%
20.4%
20.4%
20.2%
19.2%
TER
1.0%
1.0%
1.0%
0.9%
0.4%
AUM
₹4,149 Cr
₹4,149 Cr
₹4,149 Cr
₹1,047 Cr
₹1,575 Cr
INFO
0.57
0.57
0.57
0.80
-0.91
See fund holdings as of 28th Feb
Top holdings
Divi's Laboratories Ltd
4.3%
Persistent Systems Ltd
3.9%
ICICI Bank Ltd
3.8%
Bajaj Finance Ltd
3.6%
Fortis Healthcare Ltd
3.2%
Marico Ltd
3.1%
Samvardhana Motherson International Ltd
3.1%
Muthoot Finance Ltd
2.7%
HDFC Bank Ltd
2.7%
Lupin Ltd
2.6%
Top industry exposure
Financial Services
27.4%
Consumer Cyclical
16.4%
Healthcare
15.6%
Technology
10.1%
Industrials
9.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
-
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