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

Edelweiss Business Cycle IDCW Reinvest Direct Plan

NAV
₹8.1610
-0.86%
(28 Jan)
AUM
1,900 Cr
TER
0.35%
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
+15.5%
+12.9%
+12.9%
+12.9%
NA
3Y
+31.7%
+32.8%
+32.8%
+32.8%
NA
5Y
+25.4%
+23.8%
+23.8%
+23.8%
NA
ALL
+16.4%
+11.7%
+11.7%
+11.7%
-17.7%
VOL
20.1%
20.3%
20.3%
20.3%
19.2%
TER
0.8%
0.8%
0.8%
0.8%
0.3%
AUM
₹1,286 Cr
₹4,572 Cr
₹4,572 Cr
₹4,572 Cr
₹1,900 Cr
INFO
0.82
0.57
0.57
0.57
-0.92
See fund holdings as of 31st Dec
Top holdings
Bosch Ltd
4.6%
Kalyan Jewellers India Ltd
4.0%
Samvardhana Motherson International Ltd
3.3%
BSE Ltd
3.3%
Voltas Ltd
3.1%
Fortis Healthcare Ltd
3.1%
ICICI Bank Ltd
3.0%
Lupin Ltd
2.7%
Info Edge (India) Ltd
2.4%
Trent Ltd
2.4%
Top industry exposure
Financial Services
21.4%
Consumer Cyclical
18.8%
Healthcare
18.5%
Industrials
17.5%
Technology
9.0%
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