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Edelweiss Business Cycle Fund - Direct Plan - Growth is an equity scheme managed by Edelweiss Mutual Fund. It has ranked in the top half of its category for 0 of the last 1 reported years. The total expense ratio is 0.59% on assets of ₹1,498Cr. The fund is currently managed by Mr. Bhavesh Jain, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 94% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| AU SMALL FINANCE BANK LIMITED | Financial Services | 4.04% |
| MUTHOOT FINANCE LIMITED | Financial Services | 3.36% |
| INDIAN BANK | Financial Services | 3.26% |
| GLENMARK PHARMACEUTICALS LIMITED | Healthcare | 3.14% |
| STATE BANK OF INDIA | Financial Services | 3.07% |
| Canara Bank | Financial Services | 2.99% |
| BHARAT ELECTRONICS LIMITED | Industrials | 2.48% |
| HINDALCO INDUSTRIES LIMITED | Basic Materials | 2.39% |
| LAURUS LABS LIMITED | Healthcare | 2.20% |
| ASHOK LEYLAND LIMITED | Industrials | 2.17% |
| EICHER MOTORS LIMITED | Consumer Cyclical | 2.09% |
| OIL AND NATURAL GAS CORPORATION LIMITED | Energy | 2.08% |
| THE FEDERAL BANK LIMITED | Financial Services | 1.94% |
| BSE LIMITED | Financial Services | 1.81% |
| APL APOLLO TUBES LIMITED | Basic Materials | 1.81% |
| BHARTI AIRTEL LIMITED | Communication Services | 1.71% |
| FSN E-COMMERCE VENTURES LIMITED | Consumer Cyclical | 1.71% |
| FORTIS HEALTHCARE LIMITED. | Healthcare | 1.66% |
| LUPIN LIMITED | Healthcare | 1.63% |
| SBI LIFE INSURANCE COMPANY LIMITED | Financial Services | 1.56% |
| Shriram Finance Limited | Financial Services | 1.55% |
| ICICI BANK LIMITED | Financial Services | 1.51% |
| NATIONAL ALUMINIUM COMPANY LIMITED | Basic Materials | 1.35% |
| ASIAN PAINTS LIMITED | Basic Materials | 1.34% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 1.28% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 19 | 39.69% |
| Healthcare | 8 | 12.84% |
| Capital Goods | — | 10.55% |
| Automobile and Auto Components | — | 7.27% |
| Oil, Gas & Consumable Fuels | — | 6.91% |
| Metals & Mining | — | 5.58% |
| Chemicals | — | 3.12% |
| Consumer Durables | — | 2.51% |
| Fast Moving Consumer Goods | — | 2.27% |
| Consumer Services | — | 1.71% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -15.06% | -7.69% | 0.73% | 5.84% | 22.26% | 52.3% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 29.1% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 3 data points.
| 5Y |
|---|
| Star |
|---|
| Baroda BNP Paribas Business Cycle Fund - Direct Plan - Growth | Baroda BNP Paribas Mutual Fund | ₹561 Cr | 0.98% | +15.33% | — | 5★ |
| Axis Business Cycles Fund - Direct Plan - Growth | Axis Mutual Fund | ₹2,079 Cr | 1.99% | +14.94% | — | 4★ |
| Sundaram Business Cycle Fund Direct Plan Growth | Sundaram Mutual Fund | ₹1,576 Cr | 0.61% | — | — | 2★ |
| Bank of India Business Cycle Fund - Direct Plan - Growth | Bank of India Mutual Fund | ₹467 Cr | 1.36% | — | — | 1★ |
| Bandhan Business Cycle Fund - Direct Plan - Growth | Bandhan Mutual Fund | ₹1,227 Cr | 2.71% | — | — | 2★ |
| Invesco India Business Cycle Fund - Direct Plan - Growth | Invesco Mutual Fund | ₹1,016 Cr | 0.68% | — | — | 5★ |
| ITI Business Cycle Fund- Direct Plan- Growth | ITI Mutual Fund | ₹103 Cr | 0.62% | — | — | — |
| Union Business Cycle Fund - Direct Plan - Growth Option | Union Mutual Fund | ₹507 Cr | 2.01% | — | — | 3★ |
| Union Business Cycle Fund - Direct Plan - IDCW Option | Union Mutual Fund | ₹507 Cr | 2.01% | — | — | 3★ |