Edelweiss Business Cycle Fund - Regular Plan - IDCW Option
Expense Ratio: 2.04
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 09-07-2024
Exit Load: Nil
Fund Size:₹1,697.29 Cr
Performance
1Y
Fund-2.18%
Cat. Avg.N/A
2Y
Fund-7.12%
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund-5.94%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Clearing Corporation of India Ltd. | 66.05 | 4.42% |
| 2 | Cummins India Ltd. | 56.59 | 3.78% |
| 3 | Laurus Labs Ltd. | 53.11 | 3.55% |
| 4 | GE Vernova T&D India Limited | 49.44 | 3.30% |
| 5 | Polycab India Ltd. | 44.82 | 3.00% |
| 6 | State Bank of India | 43.64 | 2.92% |
| 7 | Glenmark Pharmaceuticals Ltd. | 41.88 | 2.80% |
| 8 | Muthoot Finance Ltd. | 35.97 | 2.40% |
| 9 | Bharat Electronics Ltd. | 35.55 | 2.38% |
| 10 | Fortis Healthcare Ltd. | 35.41 | 2.37% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 59772 | -0.4% | -0.8% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.20 L. | +0.3% | +0.3% |
| SI | 07 Aug, 24 | 1.35 L. | 1.34 L. | -0.8% | -0.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 97823 | -2.2% | -2.2% |
| 2Y | 16 Oct, 24 | 1 L. | 86262 | -13.7% | -7.1% |
| SI | 31 Jul, 24 | 1 L. | 87345 | -12.7% | -5.9% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.