Investment Objective and Approach

The scheme 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. There is no assurance that the investment objective of the Scheme will be achieved.

The fund follows a unique business cycle-based investment strategy that sets it apart from traditional equity funds:

- Dynamic Sector Allocation: The fund managers will strategically allocate and rotate investments across sectors based on their position in the business cycle to potentially minimize volatility.

- Factor-Based Approach: Factor based approach is based on internal proprietary model.

- Benchmark: The performance of the Edelweiss Business Cycle Fund will be benchmarked to the performance of the NIFTY 500 TRI.

Asset Allocation Strategy:

- Equity and Equity related instruments selected on the basis of business cycle 80% to 100%

- Other Equity & Equity related instruments 0% to 20%

- Debt and money market instruments 0% to 20%

- Units issued by REITs and InvITs 0% to 10%

Fund Managers

The fund is managed by a team of experienced professionals:

Mr. Bhavesh Jain

- Mr. Bhavesh Jain, 38, holds an MMS degree in finance and brings over 14 years of experience in the equity market.

- He has been with the AMC for more than 11 years, currently serving as the co-head of hybrid and solution funds, managing various schemes, and being a key individual in the organization.

- Previously, he worked at Edelweiss Securities Limited as an SGX Nifty Arbitrage Trader.

Mr. Bharat Lahoti

- Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies

- He brings significant experience in equity fund management

Mr. Amit Vora

- Mr. Amit Vora, a Bachelor of Commerce from the University of Mumbai, has over 16 years of experience in the financial services sector as a Trader.

- Before his current role at Edelweiss Asset Management Limited, he held positions at Antique Stock Broking Ltd., D.E. Shaw India Securities Pvt. Ltd., Derivium Tradition Securities India Pvt. Ltd., and Tower Capital and Securities Pvt. Ltd.

About the Fund House (AMC)

Edelweiss was founded in 1995 by Rashesh Shah and Venkat Ramaswamy. Initially, the company worked on private equity syndication, mergers, acquisitions (M&A) and focused on advisory services.

Edelweiss Asset Management Limited is the mutual fund arm of Edelweiss Group:

- Assets Under Management: Edelweiss Asset Management Limited is managing 429 schemes with an Asset under Management of ₹ 1,86,673.61 crores.

- Schemes: Excluding variants, Edelweiss Asset Management Limited is managing 28 Equity schemes, 18 Debt schemes, 4 Hybrid schemes and 2 Money market schemes.

- Growth: This year, Edelweiss AMC crossed the milestone of Rs.1 lakh crore AUM, representing a growth of 27% in FY23, which is well ahead of the industry's 5% growth. This makes us the fastest-growing AMC among the top 15 players in the industry, ranked 12th at the end of FY23.

Key Highlights:

- Edelweiss Asset Management (EAM) – an arm of Edelweiss Group, is one of India's leading asset managers, housing the country's leading Alternatives Platform and the fastest growing Mutual Fund business. Our Asset Management business manages customer assets aggregating over $10 bn across alternatives and traditional mutual funds.

- Office Location: The address of the head-office of Edelweiss Asset Management Limited is Edelweiss House, Off C.S.T. Road, Kalina Mumbai, 400 098, India.

Should I Invest in Edelweiss Business Cycle Fund?

This fund may be suitable for investors who:

Ideal For:

- Seek long-term capital appreciation through equity investments

- Want exposure to a unique business cycle-based investment approach

- Have high risk tolerance as it's categorized as "Very High" risk

- Believe in active sector rotation strategy based on economic cycles

- Can stay invested for at least 3-5 years to benefit from the business cycle approach

Key Considerations:

- Minimum Investment: Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100.

- Exit Load: Exit load of 1%, if redeemed within 90 days.

- Risk Level: The Edelweiss Business Cycle Fund Direct Growth is rated Very High risk.

- Tax Treatment: If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Fund Performance Metrics (as of latest available data):

- AUM: Edelweiss Business Cycle Fund Direct Growth has ₹1872 Cr worth of assets under management (AUM) as on Aug 2025

- Expense Ratio: The fund has an expense ratio 0.4 for Direct Plan

FAQs

Q: What is today's NAV of Edelweiss Business Cycle Fund?

The latest NAV varies daily. For the most current NAV, check your investment platform or the fund house website directly.

Q: What is the AUM of Edelweiss Business Cycle Fund?

The fund has ₹1872 Crores worth of assets under management as of August 2025.

Q: What is the expense ratio of Edelweiss Business Cycle Fund?

The Direct Plan has an expense ratio of 0.4%, while the Regular Plan typically has a higher expense ratio.

Q: What are the returns of Edelweiss Business Cycle Fund since inception?

This fund was started on 29 July, 2024. Being a relatively new fund, long-term performance data is limited. Current returns should be checked on investment platforms.

Q: What is the minimum SIP amount to invest in Edelweiss Business Cycle Fund?

Minimum SIP Investment is set to ₹100.

Q: How do I invest in Edelweiss Business Cycle Fund?

You can invest through Allvest's platform by selecting the fund, choosing lump sum or SIP option, and completing the investment process online with your KYC-compliant account.

Q: How to start a SIP in Edelweiss Business Cycle Fund?

Log into your Allvest account, search for the fund, select SIP option, set the amount (minimum ₹100) and frequency, then set up auto-debit instructions.

Q: How do I automate an SIP in Edelweiss Business Cycle Fund?

Through Allvest, set up a bank mandate or UPI autopay for your chosen SIP amount and frequency to ensure automatic monthly investments.

Q: How can I withdraw/redeem my investment in Edelweiss Business Cycle Fund?

You can redeem through Allvest's platform by placing a redemption request. Note the exit load of 1% if redeemed within 90 days. Redemption proceeds typically take 2-3 business days to credit.