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

Edelweiss Business Cycle IDCW Reinvest Direct Plan

NAV
₹8.4087
-2.01%
(25 Apr)
AUM
1,695 Cr
TER
0.4%
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
+13.0%
+3.9%
+3.9%
+3.9%
NA
3Y
+29.6%
+32.0%
+32.0%
+32.0%
NA
5Y
+33.5%
+33.3%
+33.3%
+33.3%
NA
ALL
+17.9%
+12.1%
+12.1%
+12.1%
-15.9%
VOL
18.0%
20.4%
20.4%
20.4%
20.2%
TER
0.6%
0.8%
0.8%
0.8%
0.4%
AUM
₹6,047 Cr
₹4,789 Cr
₹4,789 Cr
₹4,789 Cr
₹1,695 Cr
INFO
0.99
0.59
0.59
0.59
-0.79
See fund holdings as of 31st Mar
Top holdings
Cash Offset For Derivatives
5.7%
Divi's Laboratories Ltd
4.3%
Muthoot Finance Ltd
4.2%
Clearing Corporation Of India Ltd.
4.2%
Persistent Systems Ltd
3.8%
Bajaj Finance Ltd
3.5%
Coromandel International Ltd
3.5%
Fortis Healthcare Ltd
3.4%
Future on BSE Ltd
3.2%
Samvardhana Motherson International Ltd
3.1%
Top industry exposure
Financial Services
26.5%
Healthcare
13.9%
Consumer Cyclical
11.3%
Technology
10.0%
Basic Materials
9.3%
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