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Fund Overview of Edelweiss Business Cycle Fund Regular-idcw
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₹1,500.1 CrAUM
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₹8.78NAV
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2.16%Expense Ratio
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Edelweiss Business Cycle Fund Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 4.33% | NA | NA |
| 6 Months | -0.34% | NA | NA |
| 1 Year | -0.65% | -0.65% | NA |
Compare Edelweiss Business Cycle Fund Regular-idcw with other mutual funds in the same category
Edelweiss Business Cycle Fund Regular-idcw
ICICI Prudential Business Cycle Fund Direct-growth
ICICI Prudential Business Cycle Fund Direct-idcw
Asset Allocation
equities
99.13%debt instruments
0.97%Launched on 29 Jul 2024, the fund aims Long term capital appreciation. Investment in equity and equity related instruments with a focus on navigating business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. It manages assets worth ₹1,500.1 crore as on Sun May 31, 2026. The expense ratio stands at 2.16%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Edelweiss Business Cycle Fund Regular-idcw
The portfolio allocation consists of 99.13% in equities, 0.97% in debt instruments.Managed by Amit Vora, it has delivered a return of -0.65% in the last year, a total return since inception of -6.67%.
For those looking to take well-planned investment decisions it is useful to compare best sip to invest that align with long-term goals.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential Business Cycle Fund Direct-growth  |
₹15,798 | 2.45% | 5.78% | 3.78% | 19.31% | 17.79% |
| ICICI Prudential Business Cycle Fund Direct-idcw |
₹15,798 | 2.45% | 5.78% | 3.78% | 19.31% | 17.79% |
| HSBC Business Cycles Fund Direct-growth |
₹1,142 | 3.13% | 12.10% | -0.16% | 17.62% | 17.22% |
| HSBC Business Cycles Fund Direct-idcw |
₹1,142 | 3.13% | 12.10% | -0.16% | 17.62% | 17.22% |
| ICICI Prudential Business Cycle Fund-growth |
₹15,798 | 2.36% | 5.55% | 2.83% | 18.14% | 16.46% |
| ICICI Prudential Business Cycle Fund-idcw |
₹15,798 | 2.36% | 5.55% | 2.83% | 18.14% | 16.46% |
| HSBC Business Cycles Fund Regular-growth |
₹1,142 | 3.02% | 11.76% | -1.32% | 16.31% | 15.94% |
| HSBC Business Cycles Fund Regular-idcw |
₹1,142 | 3.02% | 11.76% | -1.32% | 16.31% | 15.94% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Edelweiss Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Edelweiss Business Cycle Fund Direct-growth
|
₹1,500 | 0.72% | 4.72% | 0.42% | 0.90% | - |
|
Edelweiss Business Cycle Fund Regular-growth
|
₹1,500 | 0.58% | 4.33% | -0.34% | -0.65% | - |
|
Edelweiss Business Cycle Fund Direct-idcw
|
₹1,500 | 0.72% | 4.72% | 0.42% | 0.90% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund-growth |
₹15,798 | ₹24.73 | 18.14% | 16.46% | - |
| ICICI Prudential Business Cycle Fund Direct-growth |
₹15,798 | ₹26.34 | 19.31% | 17.79% | - |
| ICICI Prudential Business Cycle Fund-idcw |
₹15,798 | ₹17.68 | 18.14% | 16.46% | - |
| ICICI Prudential Business Cycle Fund Direct-idcw |
₹15,798 | ₹19.18 | 19.31% | 17.79% | - |
| Kotak Business Cycle Fund Regular-growth |
₹3,135 | ₹16.61 | 15.18% | - | - |
| Kotak Business Cycle Fund Direct-growth |
₹3,135 | ₹17.57 | 16.85% | - | - |
| Kotak Business Cycle Fund Regular-idcw |
₹3,135 | ₹15.44 | 15.18% | - | - |
| Kotak Business Cycle Fund Direct-idcw |
₹3,135 | ₹16.33 | 16.85% | - | - |
| Tata Business Cycle Fund Regular-growth |
₹2,675 | ₹19.01 | 14.95% | - | - |
| Tata Business Cycle Fund Direct-growth |
₹2,675 | ₹20.53 | 16.67% | - | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Ge T&d India Ltd | Industrials | 3.78% | ₹56.63 Cr |
| Cummins India Ltd | Industrials | 3.14% | ₹47.05 Cr |
| Glenmark Pharmaceuticals Ltd | Healthcare | 2.96% | ₹44.47 Cr |
| Polycab India Ltd | Industrials | 2.84% | ₹42.65 Cr |
| State Bank Of India | Financial | 2.73% | ₹40.99 Cr |
| Laurus Labs Ltd | Healthcare | 2.72% | ₹40.86 Cr |
| Hindalco Industries Ltd | Materials | 2.59% | ₹38.86 Cr |
| Indian Bank | Financial | 2.52% | ₹37.73 Cr |
| Bharat Electronics Ltd | Industrials | 2.36% | ₹35.46 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 2.35% | ₹35.32 Cr |
| Muthoot Finance Ltd | Financial | 2.12% | ₹31.76 Cr |
| Eicher Motors Ltd | Consumer Discretionary | 2.11% | ₹31.58 Cr |
| Canara Bank | Financial | 2.09% | ₹31.39 Cr |
| Bse Ltd | Financial | 2.06% | ₹30.87 Cr |
| The Federal Bank Ltd | Financial | 1.95% | ₹29.30 Cr |
| Hitachi Energy India Ltd | Industrials | 1.92% | ₹28.83 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 1.91% | ₹28.62 Cr |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | 1.84% | ₹27.64 Cr |
| Au Small Finance Bank Ltd | Financial | 1.73% | ₹26.00 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 1.70% | ₹25.44 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund Direct-growth |
₹26.34 | 19.31% | 17.79% | - |
| ICICI Prudential Business Cycle Fund Direct-idcw |
₹19.18 | 19.31% | 17.79% | - |
| HSBC Business Cycles Fund Direct-growth |
₹47.28 | 17.62% | 17.22% | - |
| HSBC Business Cycles Fund Direct-idcw |
₹27.25 | 17.62% | 17.22% | - |
| ICICI Prudential Business Cycle Fund-growth |
₹24.73 | 18.14% | 16.46% | - |
| ICICI Prudential Business Cycle Fund-idcw |
₹17.68 | 18.14% | 16.46% | - |
| HSBC Business Cycles Fund Regular-growth |
₹42.50 | 16.31% | 15.94% | - |
| HSBC Business Cycles Fund Regular-idcw |
₹24.63 | 16.31% | 15.94% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Edelweiss Business Cycle Fund Regular-idcw
What is the current AUM of Edelweiss Business Cycle Fund Regular-idcw?
As of Sun May 31, 2026, Edelweiss Business Cycle Fund Regular-idcw manages assets worth ₹1,500.1 crore
How has Edelweiss Business Cycle Fund Regular-idcw performed recently?
- 3 Months: 4.33%
- 6 Months: -0.34%
What is the portfolio composition of Edelweiss Business Cycle Fund Regular-idcw?
Equity: 99.13%, Debt: 0.97%, Others: -0.10%.
Who manages Edelweiss Business Cycle Fund Regular-idcw?
Edelweiss Business Cycle Fund Regular-idcw is managed by Amit Vora from Edelweiss Mutual Fund.
What is the market-cap allocation of Edelweiss Business Cycle Fund Regular-idcw?
Large Cap: 48.02%, Mid Cap: 47.70%, Small Cap: 4.29%.
Which are the top companies Edelweiss Business Cycle Fund Regular-idcw has invested in?
- GE T&D India Ltd – 3.78% of the fund's portfolio
- Cummins India Ltd – 3.14% of the fund's portfolio
- Glenmark Pharmaceuticals Ltd – 2.96% of the fund's portfolio
- Polycab India Ltd – 2.84% of the fund's portfolio
- State Bank of India – 2.73% of the fund's portfolio
Which are the major sectors Edelweiss Business Cycle Fund Regular-idcw focuses on?
- Financial – 17.56% of the fund's portfolio
- Industrials – 14.04% of the fund's portfolio
- Consumer Discretionary – 5.71% of the fund's portfolio
- Healthcare – 5.69% of the fund's portfolio
- Materials – 2.59% of the fund's portfolio
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