OriginFunds
Edelweiss Mutual Fund

Edelweiss Business Cycle Fund - Regular Plan - Growth

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF754K01SW8
NAV · 06-Jul-2026
8.8186
1M
+0.68%
6M
-4.14%
1Y (CAGR)
-3.52%
3Y (CAGR)
5Y (CAGR)
Since inception (CAGR)
-7.02%

NAV history

8.148.929.6931-07-202403-07-20268.74
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Risk & SIP analytics

Volatility (3y)
17.33%
Downside dev (3y)
13.20%
Max drawdown (3y)
-26.9%
Calendar-year returns
2025 -3.7%

Fund facts

AUM₹15,000 Cr
TER · AMFI officialDirect 1.21% · Regular 2.69% (2026-06-30)
Launch date09-Jul-2024
Plan typeOpen Ended · Equity
Min lumpsumNFO Minimum of Rs. 5000/- and multiples of Re. 1
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 ↗