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Who we are
Edelweiss Business Cycle Fund Regular-growth
Latest AUM
₹ 1,381.3 Cr.
NAV as on 12 may, 2026
₹ 8.60
Fund Details
Portfolio Composition Analysis
Sector Allocations
Portfolio Updated on: 12 may, 2026
Top 10 Holdings
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Muthoot Finance Ltd | Financial | Equity | 5.74% |
| Muthoot Finance Ltd | Financial | Equity | 5.74% |
| Muthoot Finance Ltd | Financial | Equity | 5.67% |
| Fortis Healthcare Ltd | Healthcare | Equity | 4.79% |
| Fortis Healthcare Ltd | Healthcare | Equity | 4.79% |
| Fortis Healthcare Ltd | Healthcare | Equity | 4.64% |
| Divi's Laboratories Ltd | Healthcare | Equity | 4.48% |
| Divi's Laboratories Ltd | Healthcare | Equity | 4.48% |
| Fortis Healthcare Ltd | Healthcare | Equity | 4.33% |
| Divi's Laboratories Ltd | Healthcare | Equity | 4.25% |
Returns Analysis
| Tenure | Absolute | Annualised | Category Average |
|---|---|---|---|
| 3 Months | -5.75% | NA | NA |
| 6 Months | -3.57% | NA | NA |
| 9 Months | -0.39% | NA | NA |
| 1 Year | 1.25% | 1.25% | NA |
Historical NAV
| Date | NAV |
|---|---|
| 12 May 2026 | ₹8.60 |
| 11 May 2026 | ₹8.75 |
| 08 May 2026 | ₹8.89 |
| 07 May 2026 | ₹8.94 |
| 06 May 2026 | ₹8.86 |
| 05 May 2026 | ₹8.75 |
| 04 May 2026 | ₹8.73 |
| 30 Apr 2026 | ₹8.69 |
| 29 Apr 2026 | ₹8.78 |
| 28 Apr 2026 | ₹8.78 |
| 27 Apr 2026 | ₹8.82 |
| 24 Apr 2026 | ₹8.76 |
| 23 Apr 2026 | ₹8.83 |
| 22 Apr 2026 | ₹8.89 |
| 21 Apr 2026 | ₹8.91 |
| 20 Apr 2026 | ₹8.88 |
| 17 Apr 2026 | ₹8.87 |
| 16 Apr 2026 | ₹8.80 |
| 15 Apr 2026 | ₹8.80 |
| 13 Apr 2026 | ₹8.67 |
| 10 Apr 2026 | ₹8.76 |
| 09 Apr 2026 | ₹8.61 |
| 08 Apr 2026 | ₹8.61 |
| 07 Apr 2026 | ₹8.22 |
| 06 Apr 2026 | ₹8.21 |
| 02 Apr 2026 | ₹8.09 |
| 01 Apr 2026 | ₹8.14 |
| 31 Mar 2026 | ₹7.98 |
| 30 Mar 2026 | ₹7.98 |
| 27 Mar 2026 | ₹8.17 |
Portfolio Updated on: 13 May, 2026
Fund Growth & Size Analysis
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Launched on 29 Jul 2024, the fund aims Long term capital appreciation. Investment in equity and equity related instruments with a focus on navigating business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. It manages assets worth ₹1,381.3 crore as on Tue Mar 31, 2026. The expense ratio stands at 2.1%.
Bhavesh Jain has experience Prior to joining Edelweiss Mutual Fund he was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
Amit Vora has experience Antique Stock Broking Ltd, D.E. Shaw India Securities Pvt. Ltd, Derivium Tradition Securities (India) Pvt Ltd, Tower Capital & Securities Pvt Ltd and B&K Securities
Bharat Lahoti has experience Prior to joining Edelweiss Asset Management Limited as a Fund Manager - Equity and a Key Person , he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager - Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector.
As of Tue Mar 31, 2026, the total assets managed under Edelweiss Business Cycle Fund Regular-growth stand at approximately ₹ 1,381.3 crore.
The portfolio of Edelweiss Business Cycle Fund Regular-growth is distributed across different asset classes as follows:
- Equity: 99.46%
- Debt Instruments: 3.08%
The Edelweiss Business Cycle Fund Regular-growth is managed by Bharat Lahoti, representing Edelweiss Mutual Fund.
The Edelweiss Business Cycle Fund Regular-growth investments are allocated across market caps in the following manner:
- Large Cap Stocks: 1.00%
- Mid Cap Stocks: 1.00%
- Small Cap Stocks: 1.00%
Top stock holdings of Edelweiss Business Cycle Fund Regular-growth include:
- Muthoot Finance Ltd – represents 5.74% of the portfolio
- Muthoot Finance Ltd – represents 5.74% of the portfolio
- Muthoot Finance Ltd – represents 5.67% of the portfolio
- Fortis Healthcare Ltd – represents 4.79% of the portfolio
- Fortis Healthcare Ltd – represents 4.79% of the portfolio
- Fortis Healthcare Ltd – represents 4.64% of the portfolio
- Divi's Laboratories Ltd – represents 4.48% of the portfolio
- Divi's Laboratories Ltd – represents 4.48% of the portfolio
- Fortis Healthcare Ltd – represents 4.33% of the portfolio
- Divi's Laboratories Ltd – represents 4.25% of the portfolio
Major sector exposures in Edelweiss Business Cycle Fund Regular-growth are:
- Financial – accounts for 37.00% of the portfolio
- Healthcare – accounts for 35.71% of the portfolio
- Consumer Discretionary – accounts for 3.72% of the portfolio
