- Mutual Funds
- Edelweiss Mutual Fund
- Edelweiss Business Cycle Fund (G)
Edelweiss Business Cycle Fund (G)
₹ 10.2273
NAV (Oct 15)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 10.2273
NAV (Oct 15)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 2.1% |
6 Month CAGR | NA |
Scheme Information
The scheme 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. There is no assurance that the investment objective of the Scheme will be achieved.
Expense Ratio | 2.01 |
Launched (0y ago) | 2.01 |
AUM in Crores | 1947.5 |
ISIN | INF754K01SW8 |
Lock-in | - |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Edelweiss Business Cycle Fund (G) | NaN | NaN | NaN% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Others
9.7%Trent Ltd.
5.2%JSW Energy Ltd.
5%Kalyan Jewellers India Ltd.
4%Power Finance Corporation Ltd.
3.7%Allocation by Sector
Capital Goods
20.9%Services
11.8%Financial
9.7%Automobile
8.5%Technology
8.4%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Edelweiss Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 6.6% | ||
6.4% | 5.9% | ||
6.5% | 7.6% | ||
8.7% | 16.6% | ||
11.5% | 11.3% |
Edelweiss Business Cycle Fund (G) Review
Edelweiss Business Cycle Fund (G) is a Sectoral / Thematic Equity fund and has delivered an annualised return of 2.093% over a period of 0 years. The fund is managed by Edelweiss Mutual Fund. The fund managers are Amit Vora, Bharat Lahoti, Bhavesh Jain.
Nav of Edelweiss Business Cycle Fund (G) as of 10/15/2024 is ₹10.23 with the total AUM as of 10/16/2024 is ₹1947.5073. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Business Cycle Fund (G) was launched on 2024-07-30. The category risk of the fund is null.
The minimum SIP amount for Edelweiss Business Cycle Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Edelweiss Business Cycle Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 500 Total Return Index.
It is rated as a null fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss Business Cycle Fund (G).
Frequently Asked Questions
What is Edelweiss Business Cycle Fund (G)?
How to invest in Edelweiss Business Cycle Fund (G)?
You can invest in Edelweiss Business Cycle Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Edelweiss Business Cycle Fund (G)?
The minimum sip amount for Edelweiss Business Cycle Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Edelweiss Business Cycle Fund (G) good to invest in?
As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Edelweiss Business Cycle Fund (G)?
The expense ratio of the Edelweiss Business Cycle Fund (G) is 2.01% for regular plan.
What is the NAV of Edelweiss Business Cycle Fund (G)?
Today's Edelweiss Business Cycle Fund (G) NAV is ₹10.23.