← Edelweiss Mutual Fund
Edelweiss Business Cycle Fund - Direct Plan - IDCW Option
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF754K01TB0
NAV · 06-Jul-2026
₹9.0970
1M
+0.80%
6M
-3.41%
1Y (CAGR)
-2.01%
3Y (CAGR)
—
5Y (CAGR)
—
Since inception (CAGR)
-5.51%
NAV history
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Risk & SIP analytics
Volatility (3y)
17.33%
Downside dev (3y)
13.16%
Max drawdown (3y)
-26.4%
Calendar-year returns
2025 -2.2%
Fund facts
Fund managerBhavesh Jain · Bharat Lahoti · Amit Vora
AUM₹15,000 Cr
Expense ratio0.6% · 2026-05-31
TER · AMFI officialDirect 1.21% · Regular 2.69% (2026-06-30)
Launch date09-Jul-2024
Plan typeOpen Ended · Equity
Min lumpsum₹100
Min SIP₹100
Lock-inNone
Volatility17.30
AMCEdelweiss Asset Management Limited
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.
scheme documents ↗