Edelweiss Business Cycle Fund - Regular Plan - Growth
Category: Equity: Thematic-Business-Cycle
Launch Date: 30-07-2024
AUM:
₹ 1,872.27 Cr
Expense Ratio
2.02%
Benchmark
NIFTY 500 TRI
ISIN
INF754K01SW8
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
For Overseas Securities: Mr. Amit Vora
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Edelweiss Business Cycle Fund - Regular Plan - Growth | -9.64 | - | - |
| NIFTY 500 TRI | 1.07 | 15.48 | 20.99 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
8.722
Last change
0.03 (0.2935%)
Fund Size (AUM)
₹ 1,872.27 Cr
Performance
-12.75% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment 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. There is no assurance that the investment objective of the Scheme will be achieved.
Fund Manager
For Overseas Securities: Mr. Amit Vora
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Net Receivables/(Payables) | 5.34 |
| DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- | 4.4 |
| MAX HEALTHCARE INSTITUTE LIMITED EQ | 4.05 |
| FORTIS HEALTHCARE LIMITED. EQ | 3.92 |
| COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- | 3.75 |
| MUTHOOT FINANCE LIMITED EQ | 3.08 |
| MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- | 3.08 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 2.91 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 2.75 |
| UNITED SPIRITS LIMITED EQ NEW FV RS. 2/- | 2.64 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 30.98 |
| Healthcare | 21.54 |
| Fast Moving Consumer Goods | 7.2 |
| Chemicals | 6.03 |
| Capital Goods | 5.73 |
| Consumer Services | 5.14 |
| Information Technology | 4.93 |
| Automobile and Auto Components | 4.17 |
| Consumer Durables | 2.51 |
| Services | 2.21 |