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

Edelweiss Business Cycle IDCW Reinvest Direct Plan

NAV
₹8.6414
+1.22%
(17 Mar)
AUM
1,589 Cr
TER
0.53%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+24.5%
+24.5%
+24.5%
+22.4%
+11.3%
3Y
+33.1%
+33.1%
+33.1%
+30.6%
NA
5Y
+27.0%
+27.0%
+27.0%
+25.2%
NA
ALL
+12.1%
+12.1%
+12.1%
+16.1%
-8.6%
VOL
20.0%
20.0%
20.0%
20.1%
16.6%
TER
0.8%
0.8%
0.8%
0.9%
0.5%
AUM
₹6,545 Cr
₹6,545 Cr
₹6,545 Cr
₹1,511 Cr
₹1,589 Cr
INFO
0.60
0.60
0.60
0.80
-0.51
See fund holdings as of 28th Feb
Top holdings
AU Small Finance Bank Ltd
3.6%
Indian Bank
3.6%
Canara Bank
3.3%
State Bank of India
3.3%
Muthoot Finance Ltd
3.1%
Union Bank of India
2.7%
Ashok Leyland Ltd.30/03/2026
2.7%
Cash Offset For Derivatives
2.7%
GE Vernova T&D India Ltd
2.7%
Clearing Corporation Of India Ltd.
2.6%
Top industry exposure
Financial Services
43.8%
Basic Materials
12.3%
Healthcare
11.7%
Consumer Cyclical
10.9%
Energy
7.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
198%
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