Edelweiss Business Cycle Fund Datagrid
Category Business Cycle Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 19-10-2026
NAV ₹8.7(R) -0.82% ₹9.02(D) -0.81%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -3.65% -% -% -% -%
Direct -2.18% -% -% -% -%
Benchmark
SIP (XIRR) Regular -3.38% -% -% -% -%
Direct -1.92% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Fund AUM As on: 30/12/2025 1743 Cr

No data available

NAV Date: 19-10-2026

Scheme Name NAV Rupee Change Percent Change
Edelweiss Business Cycle Fund - Regular Plan - IDCW Option 8.7
-0.0700
-0.8200%
Edelweiss Business Cycle Fund - Regular Plan - Growth 8.7
-0.0700
-0.8200%
Edelweiss Business Cycle Fund - Direct Plan - Growth 9.02
-0.0700
-0.8100%
Edelweiss Business Cycle Fund - Direct Plan - IDCW Option 9.02
-0.0700
-0.8100%

Review Date: 19-10-2026

Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization


KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -3.91
-4.47
-7.08 | -2.88 5 | 14 Good
3M Return % -0.66
-4.00
-7.35 | -0.66 1 | 14 Very Good
6M Return % -1.99
0.78
-5.02 | 7.53 11 | 14 Average
1Y Return % -3.65
-2.52
-8.08 | 3.75 9 | 13 Average
1Y SIP Return % -3.38
-0.83
-7.63 | 7.85 10 | 12 Poor
Return data last Updated On : Oct. 19, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -3.80 -4.36 -6.95 | -2.78 5 | 14 Good
3M Return % -0.30 -3.68 -7.01 | -0.30 1 | 14 Very Good
6M Return % -1.27 1.46 -4.31 | 8.40 11 | 14 Average
1Y Return % -2.18 -1.20 -6.69 | 5.37 9 | 13 Average
1Y SIP Return % -1.92 0.02 -6.17 | 9.57 10 | 13 Average
Return data last Updated On : Oct. 19, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
KPIs: Key Performance Indicators

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


Date Edelweiss Business Cycle Fund NAV Regular Growth Edelweiss Business Cycle Fund NAV Direct Growth
19-10-2026 8.7049 9.0175
16-10-2026 8.7768 9.0908
15-10-2026 8.7471 9.0597
14-10-2026 8.8062 9.1205
13-10-2026 8.8536 9.1692
12-10-2026 8.788 9.101
09-10-2026 8.7729 9.0842
08-10-2026 8.6515 8.9582
07-10-2026 8.8635 9.1773
06-10-2026 8.8755 9.1893
05-10-2026 8.7951 9.1057
01-10-2026 8.7228 9.0294
30-09-2026 8.7761 9.0843
29-09-2026 8.8025 9.1112
28-09-2026 8.8571 9.1673
25-09-2026 9.0087 9.3232
24-09-2026 8.9905 9.304
23-09-2026 9.0921 9.4087
22-09-2026 9.0105 9.3239
21-09-2026 9.0589 9.3736

Fund Launch Date: 29/Jul/2024
Fund Category: Business Cycle Fund
Investment Objective: The Fund 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.
Fund Description: An open-ended equity scheme following business cycle-based investing theme
Fund Benchmark: NIFTY 500 TRI
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.