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InvestVerdict

Edelweiss Business Cycle Fund

Regular Plan · IDCW · Sectoral / Thematic · Scheme code 152722

NAV₹9.3052as on 28 Aug 2026
Fund houseEdelweiss Mutual Fund
CategorySectoral / Thematic
Plan & optionRegular · IDCW
History2.1 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 5.545.832.70 8.12—— ——-3.63
Nifty 500
benchmark		 0.874.312.15 5.2012.4911.41 ——15.49
Sectoral / Thematic
category median		 ——— 5.6615.6212.90 —13.92—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 16.7% -0.61 -0.81 1.09 -3.61% -26.9% 84.73
Nifty 500
benchmark		 17.2%0.35 0.47—— -37.3%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 25 months this scheme and its benchmark share.

Growth of ₹100 since launch

7383941042026InvestVerdict

Drawdown from peak (%)

0%-10%-20%-30%2026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
53 -14.9% -1.2% 17.3% 58%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

Edelweiss Business Cycle Fund

Regular Plan · IDCW

Allocation

By asset

Equity95.18%
Cash & Equivalents5.67%
Debt0.37%

By market cap

Large Cap43.62%
Mid Cap48.46%
Small Cap3.10%
Unclassified0.37%

Concentration

Number of stocks62
Top 5 stocks16.75%
Top 10 stocks29.19%
Top 20 stocks49.75%
Largest holding3.83%
Largest sectorPharmaceuticals & Biotechnology 15.32%
Effective stocks53.7
Cash5.67%
InvestVerdict

Edelweiss Business Cycle Fund

Regular Plan · IDCW · holdings

Top 18 holdings

#CompanySector% of fund
1— Unclassified4.47%
2— Industrial Products3.83%
3— Pharmaceuticals & Biotechnology3.59%
4— Electrical Equipment3.35%
5— Industrial Products3.03%
6— Banks2.95%
7— Pharmaceuticals & Biotechnology2.83%
8— Finance2.43%
9— Aerospace & Defense2.41%
10— Healthcare Services2.40%
11— Retailing2.37%
12— Electrical Equipment2.36%
13— Pharmaceuticals & Biotechnology2.29%
14— Banks2.26%
15— Non - Ferrous Metals2.20%
16— Pharmaceuticals & Biotechnology1.99%
17— Capital Markets1.95%
18— Retailing1.94%

Sector split

Pharmaceuticals & Biotechnology — 15.3%Banks — 10.8%Electrical Equipment — 9.7%Industrial Products — 8.9%Finance — 5.2%Ferrous Metals — 5.0%Cash & Equivalents — 4.5%Retailing — 4.3%Automobiles — 4.2%Other — 33.4%Pharmaceuticals & Biotech…15.3%Banks10.8%Electrical Equipment9.7%Industrial Products8.9%Finance5.2%Ferrous Metals5.0%Cash & Equivalents4.5%Retailing4.3%Automobiles4.2%Other33.4%
Pharmaceuticals & Biotechnology15.32%
Banks10.77%
Electrical Equipment9.71%
Industrial Products8.88%
Finance5.16%
Ferrous Metals4.98%
Cash & Equivalents4.45%
Retailing4.31%
Automobiles4.23%
Auto Components3.89%

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 29 Aug 2026.