Edelweiss Business Cycle Fund - Regular Plan - IDCW Option
Category: Equity: Thematic-Business-Cycle
Launch Date: 30-07-2024
AUM:
₹ 1,749.73 Cr
Expense Ratio
2.04%
Benchmark
NIFTY 500 TRI
ISIN
INF754K01SX6
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 - IDCW Option | -6.51 | - | - |
| NIFTY 500 TRI | 5.06 | 17.41 | 20.65 |
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
8.9168
Last change
-0.04 (-0.4396%)
Fund Size (AUM)
₹ 1,749.73 Cr
Performance
-9.24% (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 (%) |
|---|---|
| MUTHOOT FINANCE LIMITED EQ | 5.67 |
| FORTIS HEALTHCARE LIMITED. EQ | 4.64 |
| DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- | 3.96 |
| BOSCH LIMITED EQ NEW FV RS.10/- | 3.72 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 3.5 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.38 |
| COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- | 3.06 |
| Net Receivables/(Payables) | 2.78 |
| J.K.CEMENT LIMITED EQ | 2.68 |
| GLENMARK PHARMACEUTICALS LIMITED EQ NEW FV RE.1/- | 2.67 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 25.94 |
| Healthcare | 23.39 |
| Automobile and Auto Components | 9.04 |
| Fast Moving Consumer Goods | 7.47 |
| Chemicals | 6.53 |
| Capital Goods | 6.3 |
| Construction Materials | 3.91 |
| Telecommunication | 3.63 |
| Information Technology | 3.14 |
| Consumer Services | 1.37 |