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…
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At a glance
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Portfolio
As of 8 Oct 2026
Asset class
Market cap
Key figures
How it compares
Trailing Returns
| 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 7Y | 10Y | |
|---|---|---|---|---|---|---|---|---|---|
| This fund | -2.88% | +1.41% | +7.82% | -2.06% | -0.12% | N/A | N/A | N/A | N/A |
Calendar Year Returns vs Benchmark
Comparison with NIFTY 500 Index
More detail
Monthly returns, rolling returns, risk measures and the full NAV history.
Edelweiss Business Cycle Fund Regular Plan Growth is a Thematic - Business Cycles equity fund from Edelweiss Asset Management Limited, launched on 23 Jul 2024. Its benchmark is the NIFTY 500 Index. The expense ratio is 2.68% a year. It manages ₹1,463 crore. The NAV was ₹8.65 on 8 Oct 2026.
| Period | Return | Volatility a year |
|---|---|---|
| Last 1 year | -0.12% | 18.03% |
Returns over 3 years and longer are compounded annual returns. Volatility is the annualised standard deviation of returns over the same period. Figures as of 7 Oct 2026.
From 2024 to 2026, the fund returned more than the NIFTY 500 Index in 1 of 3 calendar years. The 2026 figure is year to date.
| Year | 2024 | 2025 | 2026 YTD |
|---|---|---|---|
| This fund | -6.00% | -3.73% | -2.06% |
| Benchmark | +16.24% |
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| +7.76% |
| -3.17% |
Compare every business cycle fund on returns, volatility, worst fall and cost.