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Fund Facts
  • Name of Fund:
    Edelweiss Business Cycle
  • Opening:
    9th July 2024
  • Closing:
    23rd July 2024
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic - Business Cycle
  • Minimum Investment:
    Minimum of Rs. 5,000/- and multiples of Re. 1/- thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    1% of NAV if units are redeemed/switched out on or before 90 days from the date of allotment
  • Thereafter:
    Nil

Fund Stats

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.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Bhavesh Jain, Bharat Lahoti, Amit Vora

Asset Allocation

80-100 % Equity
upto 20% Money Market
Comparable existing schemes
Tata Business Cycle Fund 21.37(6M) 47.52(1Y)
HSBC Business Cycles Fund 28.36(6M) 48.99(1Y)

Fund Prognosis

Idea Distiller

Business cycles mean the cyclical pattern that some sectors/stocks witness and significant gaps in valuations that arise. The target is to identify these undervalued gems.

  • Fund House AAUM:

  • Rs 15477217.38 Lakhs(as on 30th June, 2024)

  • Fund Manager:

  • Combined experience of above 17 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

I have many questions on the segment/strategy of "Business Cycle". Simply put, I don’t really buy the idea that this strategy works as effectively as some others. Ignore!!!