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OmniAsset › Mutual funds › Edelweiss Business Cycle Fund

Edelweiss Business Cycle Fund

Sectoral / Thematic fund benchmarked to Nifty 500 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 20269.1922
CategorySectoral / Thematic
PlanRegular · Growth
Launched9 Jul 2024
Risk labelthe scheme's own riskometerVery High risk
Legal benchmarkSEBI Tier-1Nifty 500 TRI
Expense ratiodirect plan, a year2.77%
AUM₹1,413 Cr
Growth of ₹10,000₹9,14831 Jul 2024 to 2 Sep 2026
₹10,229₹9,547₹8,865₹8,183₹7,502Jul 2024Feb 2025Aug 2025Feb 2026Sep 2026
₹9,148 (-4.2% a year) Edelweiss Business Cycle Fund

Performance (trailing, annualised)

1Y annualised6.02%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,25,7018.89%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 2025-3.73%

Rolling returns

Rolling 1Y · average56 windows since 4 Aug 2025-0.84%
Rolling 1Y · median-0.66%
Rolling 1Y · worst window-15.68%
Rolling 1Y · best window17.29%
Rolling 1Y · windows positive48%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)16.90%
Downside deviation (3Y)12.75%
Maximum drawdown-26.91%

Management

Fund managerMr. Bhavesh Jain, Mr. Bharat Lahoti, Mr. Amit Vora (Overseas Securities)
Managing since29 Jul 2024

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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