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Edelweiss Business Cycle Fund(IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.29 | 59.15 | -1.03 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.39 | 47.89 | 0.70 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 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
EquityThematic Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Edelweiss Business Cycle Fund(IDCW) | — | — | — |
| ICICI Pru India Opp Fund(IDCW-Payout) | 15.08% | 17.32% | 17.80% |
| HDFC Manufacturing Fund(IDCW) | — | — | — |
| SBI Innovative Opportunities Fund(IDCW) | — | — | — |
Price Comparison
Compare Edelweiss Business Cycle Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Sep 2024
Nov 2024
ACTUAL
Sep 2024
Nov 2024
Sector Distribution
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Bosch Ltd3M change : 4.82 %
Holdings
4.82 %
4.82 % - Kalyan Jewellers India Ltd3M change : 0.14 %
Holdings
4.32 %
0.14 % - Samvardhana Motherson International Ltd3M change : 1.28 %
Holdings
3.58 %
1.28 %
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
₹ 1,05,216.22 Cr.
Fund Manager Profile
Bhavesh Jain
AUM: ₹39,334.21 Cr.
|
Exp: 5yrs
Bharat Lahoti
AUM: ₹26,455.56 Cr.
|
Exp: 9yrs
Amit Vora
AUM: ₹17,464.13 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
Live Update on Edelweiss Business Cycle Fund | Featuring Bhavesh Jain | Moderated by Deepak Jain
1 month ago•Edelweiss Mutual Fund
Ride the Wave -Edelweiss Business Cycle Mutual Fund | Momentum Strategy | Start investing Latest NFO
5 months ago•ZFunds
Edelweiss Business Cycle Fund | Momentum strategy | Latest NFO
5 months ago•The Mutual Fund Talk
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%