Good morning :)
Add to Watchlist
Share

How to use scorecard? Learn more

Edelweiss Business Cycle Fund

Growth
EquityThematic Fund
Mid-size FundAssets Under Mgmt: ₹ 1,826 Cr
Very High RiskPrinciple investment will be at very high risk
9.670.92% (+0.09)

Price Chart

High
Low
Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
Loading...
1M
6M
1Y
3Y
5Y
Max
SIP

How to use scorecard? Learn more

EquityThematic Fund
Mid-size FundAssets Under Mgmt: ₹ 1,826 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.2964.35-0.65
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4049.771.42

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 90D Nil after 90D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
NIFTY 500 - TRI

About Thematic Fund

Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.

Peers & Comparison

Comparing 3 mutual funds from 
EquityThematic Fund
Loading...
Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Edelweiss Business Cycle Fund
ICICI Pru India Opp Fund31.57%29.21%25.14%
HDFC Manufacturing Fund
SBI Innovative Opportunities Fund

Price Comparison

Compare Edelweiss Business Cycle Fund with any MF, ETF, stock or index
Compare Edelweiss Business Cycle Fund with any MF, ETF, stock or index
Edelweiss Business Cycle Fund
Hmm, looks like data is unavailable here. Please come back after some time
Loading...

Asset Allocation

Actual

Target

Sep 2024

Oct 2024

ACTUAL
Cash & EquivalentsEquity2.62%97.38%

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

+29 moreRetail - SpecialityIndustrial MachineryOil & Gas - Refining & MarketingAuto PartsIT Services & Consulting67.23 %4.72 %4.88 %5.10 %6.71 %11.36 %

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 24N/AN/AN/AN/A11.18%11.36%
IT Services & Consulting as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Trent Ltd
    TRENT
    3M change : -0.45 %

    Holdings

    4.72 %

    -0.45 %
  • Kalyan Jewellers India Ltd
    KALYANKJIL
    3M change : 0.29 %

    Holdings

    4.34 %

    0.29 %
  • Solar Industries India Ltd
    SOLARINDS
    3M change : 0.10 %

    Holdings

    3.46 %

    0.10 %

AMC Profile

Edelweiss Asset Management Limited (EAML) is part of the Investment & Advisory line of Business of Edelweiss Group. EMAL is one of the fastest growing and young AMCs’ in India.

  • No.of Schemes

    50

  • Total AUM

    ₹ 1,04,458.00 Cr.

Fund Manager Profile

Bhavesh Jain

AUM:  ₹38,931.10 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 5yrs

Bharat Lahoti

AUM:  ₹25,746.31 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 9yrs

Amit Vora

AUM:  ₹17,640.10 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Manager Performance (0)

Loading...

Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This is the CAGR you expect your investment to return in the future during the given investment period. Returns are annualised, compunding is done monthly.

+

-

You make

Opinions and Fund Reviews

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.