NAV · Direct-Growth
As of 7 Oct 2026 · AMFI
Returns
Lags category
0 of 1 periods ahead
Cost
Low
0.53% vs 0.83% peers
Trails its Sectoral / Thematic category on 1Y.
1Y return
+1.4%
-1.8 vs cat
3Y CAGR
—
5Y CAGR
—
AUM
₹1.4K Cr
fund size
Expense
0.53%
direct plan
Volatility 3Y
—
3Y std dev
In plain English
Edelweiss Business Cycle Fund is a Sectoral / Thematic scheme from Edelweiss. The portfolio is ~100% in equities. Worst historical drawdown: -26% in Feb 2025 — ongoing. Wrong fit if you need this money in less than 7 years.
Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.
NAV history
Showing Direct · Growth · INF754K01TA2
NAV (Direct-Growth)
₹9.1773
Last 1Y
+1.40%
Drawdown stories
The crashes you should know about — and how long the fund took to recover.
Feb 2025 — ongoing
-26.4%Peak ₹10.33 on 24 Sept 2024 → trough ₹7.60 on 28 Feb 2025 (5 months down).
Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.
Honesty score
A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.
Honesty score
4 / 5
Solid scheme on the dimensions we check. No red flags.
Expense ratio
0.53% — well below typical 1% for equity.
AUM size
₹1.4K Cr.
Sector concentration
Top 3 sectors = 67.2% — fairly concentrated.
Performance
Returns for various periods, with category average and peer rank.
Portfolio composition
Asset allocation
- Equity99.63%
- Cash0.34%
By market cap
- Large cap43.32%
- Mid cap50.45%
- Small cap3.25%
- Others2.98%
Concentration
Holdings
79
Avg market cap
₹1.20 L Cr
Top 10 stocks
28.99%
Top 5 stocks
16.18%
Top 3 sectors
67.17%
Top holdings
Top 15 positions by weight, latest disclosure.
Fundamentals (vs category)
Portfolio-weighted ratios, compared with the category average.
Risk metrics
Standard deviation, Sharpe, Sortino, Beta — all vs category average.
Peers in Sectoral / Thematic
Other schemes in the same SEBI category, ranked by AUM.
Available plans & options
Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.
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