Edelweiss Mutual FundThematic (Broad)Direct plan, growth

Edelweiss Business Cycle Fund

Compare thematic (broad) funds Compare with others

NAV: ₹9.39; —11 Sept 2026
AUM (₹ Cr): 1,491; Average, April - June 2026
Expense ratio: 1.31%; Regular 2.77%
Risk: Very High; SEBI riskometer

1Y return: 5.1%+4.7%; Benchmark 0.4%
3Y CAGR: —; Category 12.3%
5Y CAGR: —; Category 11.7%

Loading NAV history…

Edelweiss Business Cycle Fund

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily NAVs. Risk-free rate 6.5% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
Fund	-0.9%	+5.4%	+9.9%	+1.4%	+5.1%	—	—	—	-3.1%
Nifty 500 TRI	—	—	—	—	0.4%	—	—	—	-0.2%
Thematic (Broad) average	-1.8%	5.3%	14.7%	3.4%	5.8%	12.3%	11.7%	13.0%	10.6%
Difference	—	—	—	—	+4.7%	—	—	—	-3.0%

Portfolio

Fund details

Fund house: Edelweiss Mutual Fund
Category: Equity · Thematic (Broad)
SEBI classification: Equity / Sectoral / Thematic
Benchmark: Nifty 500 TRI
Launch date: 31 Jul 2024 (2.1 years)
Structure: Open Ended
Plans and options: Direct Growth, Regular Growth
Fund manager: Bhavesh Jain
Minimum SIP: ₹100
Minimum lumpsum: ₹100 (then ₹100)
Exit load: 1.00%
Lock-in: None
Riskometer: Very High (benchmark Very High)
Expense ratio as of: 9 Sept 2026
AUM period: April - June 2026
ISIN, Direct Growth: INF754K01TA2
ISIN, Regular Growth: INF754K01SW8
Scheme code: 152710, 152724

NAV and returns as of 11 Sept 2026; returns are for the direct plan, growth option, before entry or exit costs. Not investment advice.

Other thematic (broad) funds

Other funds in the Thematic (Broad) category.

Compare thematic (broad) funds