Analyst’s Choice
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Edelweiss Business Cycle Fund - Direct Plan
|
Very High
|
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-- |
|||
Very High
|
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0.57 |
||||
Very High
|
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0.39 |
||||
Very High
|
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0.73 |
||||
Very High
|
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0.67 |
₹1,710 Cr
1.00 (90)
100
--
100
6
Investment Strategy
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.
Suitability
This is a fund that invests mainly in companies that adhere to the narrow investment mandate mentioned in its investment objective.
We believe that investors should avoid funds that have a narrowly defined investment focus such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.
But if you do invest, you must do so only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other thematic fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
Edelweiss Business Cycle Fund - Direct Plan is a fund that invests mainly in companies that adhere to the narrow mandate mentioned in its investment objective.
Mutual funds can be bought directly from the website of the fund house. For instance, Edelweiss Business Cycle Fund - Direct Plan fund can be purchased from the website of Edelweiss Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Edelweiss Business Cycle Fund - Direct Plan is ₹9.8348 as of 18-Aug-2024.
The AUM of Edelweiss Business Cycle Fund - Direct Plan Fund is ₹1,710 Cr as of 31-Jul-2024
The riskometer level of Edelweiss Business Cycle Fund - Direct Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
5.17
|
|
4.98
|
|
4.05
|
|
3.68
|
|
3.51
|
As of 31-Jul-2024, Edelweiss Business Cycle Fund - Direct Plan had invested 99.03% in Equity, 9.74% in Debt and -8.76% in Cash & Cash Eq. See More
Edelweiss Business Cycle Fund - Direct Plan is 0 years 0 months old. It has delivered -1.65% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
--
|
--
|
--
|
--
|
--
|
-1.65%
|
No, There is no lock in period in Edelweiss Business Cycle Fund - Direct Plan.
The expense ratio of Edelweiss Business Cycle Fund - Direct Plan is --.