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

Edelweiss Business Cycle IDCW Payout Direct Plan

NAV
₹9.4886
+0.00%
(30 Oct)
AUM
1,948 Cr
TER
0.28%
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
+67.9%
+67.9%
+67.9%
+60.3%
NA
3Y
+36.5%
+36.5%
+36.5%
+35.6%
NA
5Y
+25.9%
+25.9%
+25.9%
NA
NA
ALL
+12.8%
+12.8%
+12.8%
+30.2%
-5.1%
VOL
20.3%
20.3%
20.3%
23.1%
19.0%
TER
0.7%
0.7%
0.7%
0.5%
0.3%
AUM
₹4,703 Cr
₹4,703 Cr
₹4,703 Cr
₹5,896 Cr
₹1,948 Cr
INFO
0.63
0.63
0.63
1.31
-0.27
See fund holdings as of 31st Aug
Top holdings
Trent Ltd
5.2%
Kalyan Jewellers India Ltd
4.2%
JSW Energy Ltd
3.7%
Solar Industries India Ltd
3.5%
Power Finance Corp Ltd
3.0%
Indus Towers Ltd Ordinary Shares
2.9%
Suzlon Energy Ltd
2.9%
Oracle Financial Services Software Ltd
2.6%
Zomato Ltd
2.5%
Rail Vikas Nigam Ltd
2.5%
Top industry exposure
Consumer Cyclical
22.4%
Industrials
18.5%
Technology
12.6%
Financial Services
9.4%
Basic Materials
8.3%
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