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

Edelweiss Business Cycle IDCW Payout Direct Plan

NAV
₹9.6358
+1.49%
(2 Jan)
AUM
1,846 Cr
TER
0.29%
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
+27.9%
+25.6%
+25.6%
+25.6%
NA
3Y
+35.1%
+37.0%
+37.0%
+37.0%
NA
5Y
+28.0%
+25.1%
+25.1%
+25.1%
NA
ALL
+17.2%
+12.3%
+12.3%
+12.3%
-3.6%
VOL
20.0%
20.3%
20.3%
20.3%
17.5%
TER
0.8%
0.7%
0.7%
0.7%
0.3%
AUM
₹1,345 Cr
₹4,686 Cr
₹4,686 Cr
₹4,686 Cr
₹1,846 Cr
INFO
0.86
0.61
0.61
0.61
-0.21
See fund holdings as of 30th Nov
Top holdings
Bosch Ltd
4.8%
Kalyan Jewellers India Ltd
4.3%
Samvardhana Motherson International Ltd
3.6%
Voltas Ltd
3.0%
ICICI Bank Ltd
3.0%
BSE Ltd
3.0%
Zomato Ltd
2.9%
Clearing Corporation Of India Ltd.
2.9%
Hindustan Zinc Ltd
2.4%
Siemens Ltd
2.4%
Top industry exposure
Consumer Cyclical
20.2%
Financial Services
18.3%
Industrials
17.4%
Healthcare
15.4%
Technology
9.9%
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