Sharpe ratio
-0.42Return earned for the risk taken.
Negative
Negative means the fund has not rewarded investors well for the risk taken recently.
+5.66%1Y Absolute Return
+0.14%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Edelweiss Business Cycle Fund - Direct Plan - GrowthFund 1Y annualised return · 5Y history unavailable | ₹8,39,419 | ₹7,32,612 | ₹1,06,807 | +5.66% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹0.98
₹1 Lakh since launch₹0.98 Lakh
Fund age2.3 yrs
Fund information
Scheme code152710
ISININF754K01TA2
BenchmarkNIFTY 500 TRI
CategoryEquity Scheme - Sectoral/ Thematic
Expense ratio1.36%
Exit loadExit load of 1%, if redeemed within 90 days.
Minimum SIP₹100 SIP
Return comparison
328th / 932 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +92.76% | — | — |
| 3M | +10.13% | — | — |
| 6M | +14.82% | — | — |
| 1Y | +5.66% | — | +4.16% |
| Since Launch | -1.87% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
-0.56Return earned while limiting downside risk.
Negative
Negative means downside losses have outweighed the returns.
Standard deviation
16.53%How much the fund’s returns fluctuate over time.
High volatility
Returns can swing significantly.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
-0.07How well the fund rewarded investors relative to its biggest decline.
Negative
The fund has struggled to recover from its drawdowns.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Portfolio101%
Equity96.43%
Debt4.81%
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 67 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| Others CBLO | Unspecified | CBLO | 4.47% |
| Cummins India Ltd | Industrials | Equity | 3.83% |
| Laurus Labs Ltd | Healthcare | Equity | 3.59% |
| GE T&D India Ltd | Industrials | Equity | 3.35% |
| Polycab India Ltd | Industrials | Equity | 3.03% |
| State Bank of India | Financial | Equity | 2.95% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 2.83% |
| Muthoot Finance Ltd | Financial | Equity | 2.43% |
| Bharat Electronics Ltd | Industrials | Equity | 2.41% |
| Fortis Healthcare Ltd | Healthcare | Equity | 2.4% |
Fund management
BH
Bhavesh Jain
Since 2024 · Prior to joining Edelweiss Mutual Fund he was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
Mr. Jain is a MMS (Finance) from Mumbai University.
BH
Bharat Lahoti
Since 2024 · Prior to joining Edelweiss Asset Management Limited as a Fund Manager - Equity and a Key Person , he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager - Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector.
Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies
AM
Amit Vora
Since 2024 · Antique Stock Broking Ltd, D.E. Shaw India Securities Pvt. Ltd, Derivium Tradition Securities (India) Pvt Ltd, Tower Capital & Securities Pvt Ltd and B&K Securities
Mr. Vora has done B.Com from University of Mumbai
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk equity scheme - sectoral/ thematic fund. Well spread out — top 10 holdings are only 29% of the portfolio. Ranks 328 of 932 in its category over 1 year.
Strengths
- Well spread out — top 10 holdings are only 29% of the portfolio.
Weaknesses
- None
Ideal investor
- Needs a 5–7+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 16.5% volatility.
Risk drivers
- None