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Edelweiss Business Cycle Fund - Regular (G) Edelweiss Business Cycle Fund - Regular (G)

Edelweiss Business Cycle Fund - Portfolio Analysis

  • ₹9.04 (-0.17%)

    Current NAV 04-07-2025

  • 0%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹100

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2025)

Allocation of Equity and Debt Asset Classes.

  • Equity 96.66%
  • Debt 1.35%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Mid Cap 48.04
Large Cap 37.32
Small Cap 11.3

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Banks

Pharmaceuticals & Biotechnology

Finance

IT - Software

Healthcare Services

Auto Components

Fertilizers & Agrochemicals

Electrical Equipment

Insurance

Agricultural Food & other Products

Capital Markets

Beverages

Leisure Services

Consumer Durables

Automobiles

Retailing

Telecom - Services

Chemicals & Petrochemicals

Transport Services

Realty

Textiles & Apparels

Non - Ferrous Metals

Industrial Products

Agricultural, Commercial & Construction Vehicles

IT - Services

Cigarettes & Tobacco Products

Industrial Manufacturing

Healthcare Equipment & Supplies

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- Large Cap Pharmaceuticals & Biotechnology (39.22) 4.49% 83.92 52.46%
COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- Mid Cap Fertilizers & Agrochemicals (15.82) 3.69% 18.4 18.6%
Persistent Systems Ltd Mid Cap IT - Software 3.56% - 0%
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- Large Cap Banks (24.43) 3.18% 26.45 -0.13%
FORTIS HEALTHCARE LIMITED. EQ Mid Cap Healthcare Services (47.43) 3.16% 78.62 72.3%
MARICO LIMITED NEW EQ RE.1 Mid Cap Agricultural Food & other Products (101.43) 3.15% 23.47 -0.76%
HDFC BANK LIMITED EQ NEW FV RE. 1/- Large Cap Banks (20.42) 2.58% 21.55 15.21%
GLAXOSMITHKLINE PHARMACEUTICALS LTD EQ Mid Cap Pharmaceuticals & Biotechnology (39.22) 2.54% 60.04 26.97%
GE T&D INDIA LIMITED EQ NEW RS. 2/- Mid Cap Electrical Equipment (26.89) 2.44% 206.18 772.74%
TECH MAHINDRA LIMITED EQ NEW FV RS. 5/- Large Cap IT - Software (30.58) 2.34% 38.12 13.57%
MAX HEALTHCARE INSTITUTE LIMITED EQ Mid Cap Healthcare Services (47.43) 2.28% 116.89 41.03%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/- Large Cap Automobiles (31.14) 2.28% 61.11 21.51%
BAJAJ FINSERV LIMITED EQ NEW FV RE.1/- Large Cap Finance (156.01) 2.27% 35.9 25.91%
ICICI BANK LIMITED EQ NEW FV RS. 2/- Large Cap Banks (20.42) 2.24% 20.17 16.99%
AVENUE SUPERMARTS LIMITED EQ Large Cap Retailing (26.29) 2.13% 8.72 63.23%
UNITED SPIRITS LIMITED EQ NEW FV RS. 2/- Large Cap Beverages (30.79) 2.13% 0 0%
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- Mid Cap Insurance (36.21) 2.1% 172.17 68.05%
BSE LIMITED EQ NEW FV RS. 2/- Mid Cap Capital Markets 2.09% - 0%
SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/- Mid Cap Chemicals & Petrochemicals (26.29) 2.09% 0 14.53%
MUTHOOT FINANCE LIMITED EQ Mid Cap Finance (28.79) 2.05% 20.18 47.6%
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- Large Cap Transport Services (31.3) 2.03% 30.69 34.43%
AU SMALL FINANCE BANK LIMITED EQ Mid Cap Banks (17.76) 1.97% 0 95.96%
ANANT RAJ LIMITED NEW EQ RS. 2/- Small Cap Realty (79.05) 1.95% 44.1 11.09%
PAGE INDUSTRIES LIMITED EQ NEW FV RS.10/- Mid Cap Textiles & Apparels (55.16) 1.89% 0 24.99%
PG Electroplast Limited Small Cap Consumer Durables 1.68% - 0%
JUBILANT FOODWORKS LIMITED EQ NEW FV RS. 2/- Mid Cap Leisure Services (71.5) 1.67% 222.96 25.33%
ABBOTT INDIA LIMITED EQ Mid Cap Pharmaceuticals & Biotechnology (39.22) 1.39% 0 24.44%
SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/- Large Cap Auto Components (70.59) 1.31% 28.52 -25.46%
BAJAJ FINANCE LIMITED EQ NEW FV RS. 2/- Large Cap Finance (28.78) 1.22% 34.86 28%
HINDUSTAN ZINC LIMITED EQ NEW F.V. RS.2/- Large Cap Non - Ferrous Metals (18.32) 1.19% 18.15 -35.16%
CHOLAMANDALAM FINANCIAL HOLDINGS LIMITED EQ NEW FV RE. 1/- Small Cap Finance (36.21) 1.18% 17.52 57.6%
SBI LIFE INSURANCE COMPANY LIMITED EQ Large Cap Insurance (19.55) 1.12% 0 27.9%
AXIS BANK LIMITED EQ NE FV RS. 2/- Large Cap Banks (24.43) 1.1% 28.68 29.81%
POLYCAB INDIA LIMITED EQ Large Cap Industrial Products (47.47) 1.1% 49.94 0.6%
SCHAEFFLER INDIA LIMITED EQ NEW FV RS. 2/- Mid Cap Auto Components (55.05) 1.1% 63.38 -15.84%
THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/- Mid Cap Leisure Services (71.5) 1.09% 55.75 21.96%
INDUS TOWERS LIMITED EQ Large Cap Telecom - Services (14.23) 1.08% 11.28 5.14%
CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- Large Cap Electrical Equipment (81.42) 1.07% 106.18 -6.37%
ASHOK LEYLAND LIMITED EQ NEW FV RE.1/- Mid Cap Agricultural, Commercial & Construction Vehicles (36.7) 1.05% 23.62 9.92%
BHARTI AIRTEL LIMITED EQ PP RS. 1.25/- Large Cap Telecom - Services (98.44) 1.04% 9.63 68%
UNO MINDA LIMITED EQ NEW FV RS. 2/- Mid Cap Auto Components (95.28) 1.03% 73.31 30.06%
MCX INDIA LIMITED EQ NEW RS. 10/- Small Cap Capital Markets (91.69) 1.03% 80.82 125.54%
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- Large Cap Pharmaceuticals & Biotechnology (39.22) 1.02% 36.83 7.67%
ASTER DM HEALTHCARE LIMITED EQ Small Cap Healthcare Services (47.43) 1.01% 6.12 83.99%
AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/- Small Cap IT - Services (18.33) 1% 74.15 48.81%
GODFREY PHILLIPS INDIA LIMITED EQ NEW FV RS. 2/- Small Cap Cigarettes & Tobacco Products (44.22) 0.98% 42.15 99.67%
UNITED BREWERIES LIMITED EQ NEW FV RE.1/- Mid Cap Beverages (75.35) 0.98% 132.81 16.13%
COFORGE LIMITED EQ Mid Cap IT - Software (29.76) 0.97% 69.96 69.18%
SBI CARDS AND PAYMENT SERVICES LIMITED EQ Mid Cap Finance (28.86) 0.95% 0 33.25%
BERGER PAINTS INDIA LIMITED EQ NEW FV RE. 1/- Mid Cap Consumer Durables (54.97) 0.95% 58.82 16.14%
MRF LIMITED EQ Mid Cap Auto Components (33.48) 0.94% 32.69 12.06%
PNB HOUSING FINANCE LTD EQ Small Cap Finance (17.85) 0.89% 14.5 33.45%
SUNDARAM FINANCE LIMITED EQ Mid Cap Finance (28.79) 0.89% 30.41 11.87%
KAYNES TECHNOLOGY INDIA LIMITED EQ Mid Cap Industrial Manufacturing (116.13) 0.88% 140.42 53.64%
POLY MEDICURE LIMITED EQ NEW FV RS. 5/- Small Cap Healthcare Equipment & Supplies (58.22) 0.8% 67.16 9.47%
PIRAMAL PHARMA LIMITED EQ Small Cap Pharmaceuticals & Biotechnology (22.59) 0.78% 0 -26.02%
UNION BANK OF INDIA EQ Mid Cap Banks (8.94) 0.52% 6.48 12.66%
UPL LIMITED EQ PP RE. 1/ Mid Cap Fertilizers & Agrochemicals 0.45% - 0%
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/- Large Cap Finance (26.13) 0.4% 28.3 41.05%
UPL LIMITED EQ NEW FV RS.2/- Mid Cap Fertilizers & Agrochemicals (26.99) 0.17% 60.48 19.42%

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Market Cap Allocation Of Debt

Shows Distribution among Different Size Companies.

Category Allocation
Others 1.35

Sector Allocation of Debt

Weightage of Portfolio Among Different Sectors.

Current Stocks Holdings of Debt

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
182 DAYS TBILL RED 27-06-2025 0.54% - 0%
91 DAYS TBILL RED 05-06-2025 0.27% - 0%
364 DAYS TBILL RED 10-07-2025 0.27% - 0%
91 DAYS TBILL RED 17-07-2025 0.27% - 0%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Edelweiss Business Cycle Fund ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Edelweiss Business Cycle Fund ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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