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EDELWEISS BUSINESS CYCLE FUND REGULAR PLAN IDCW REINVESTMENT EDELWEISS BUSINESS CYCLE FUND REGULAR PLAN IDCW REINVESTMENT

EDELWEISS BUSINESS CYCLE FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

  • ₹8.99 (-0.39%)

    Current NAV 10-07-2025

  • 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 99.67%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Mid Cap 46.64
Large Cap 36.28
Small Cap 11.29
Others 5.45

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Financial Services

Healthcare

Consumer Cyclical

Consumer Defensive

Industrials

Technology

Basic Materials

Communication Services

Real Estate

Utilities

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
Divi's Laboratories Ltd Large Cap Healthcare (39.23) 4.49% 82.82 47.32%
Coromandel International Ltd Mid Cap Basic Materials (15.82) 3.69% 18.4 18.6%
Persistent Systems Ltd Mid Cap Technology 3.56% - 0%
Kotak Mahindra Bank Ltd Large Cap Financial Services (24.43) 3.18% 26.45 -0.13%
Fortis Healthcare Ltd Mid Cap Healthcare (47.68) 3.16% 76.27 71.96%
Marico Ltd Mid Cap Consumer Defensive (101.43) 3.15% 23.47 -0.76%
HDFC Bank Ltd Large Cap Financial Services (20.57) 2.58% 21.47 22.22%
GlaxoSmithKline Pharmaceuticals Ltd Mid Cap Healthcare (39.48) 2.54% 59.16 26.55%
GE Vernova T&D India Ltd Mid Cap Industrials (26.89) 2.44% 206.18 772.74%
Tech Mahindra Ltd Large Cap Technology (30.28) 2.34% 36.79 9.49%
TVS Motor Co Ltd Large Cap Consumer Cyclical (30.74) 2.28% 58.54 11.25%
Max Healthcare Institute Ltd Ordinary Shares Mid Cap Healthcare (47.2) 2.28% 110.3 36.14%
Bajaj Finserv Ltd Large Cap Financial Services (157.86) 2.27% 36.3 26.94%
ICICI Bank Ltd Large Cap Financial Services (20.48) 2.24% 20.16 16.77%
United Spirits Ltd Large Cap Consumer Defensive (30.79) 2.13% 0 0%
Avenue Supermarts Ltd Large Cap Consumer Defensive (26.29) 2.13% 8.72 63.23%
Max Financial Services Ltd Mid Cap Financial Services (36.21) 2.1% 172.17 68.05%
BSE Ltd Mid Cap Financial Services 2.09% - 0%
Solar Industries India Ltd Mid Cap Basic Materials (26.29) 2.09% 0 14.53%
Muthoot Finance Ltd Mid Cap Financial Services (29.36) 2.05% 20 44.17%
InterGlobe Aviation Ltd Large Cap Industrials (31.66) 2.03% 31.52 37.14%
AU Small Finance Bank Ltd Mid Cap Financial Services (17.76) 1.97% 0 95.96%
Anant Raj Ltd Small Cap Real Estate (79.58) 1.95% 44.95 10.4%
Future on FSN E-Commerce Ventures Ltd 1.93% - 0%
Page Industries Ltd Mid Cap Consumer Cyclical (55.55) 1.89% 0 20.99%
PG Electroplast Ltd Small Cap Technology 1.68% - 0%
Jubilant Foodworks Ltd Mid Cap Consumer Cyclical (72.93) 1.67% 211.6 16.07%
Abbott India Ltd Mid Cap Healthcare (39.48) 1.39% 0 23.6%
Samvardhana Motherson International Ltd Large Cap Consumer Cyclical (70.34) 1.31% 27.83 -24.26%
Bajaj Finance Ltd Large Cap Financial Services (28.78) 1.22% 34.86 28%
Hindustan Zinc Ltd Large Cap Basic Materials (17.48) 1.19% 17.27 -35.93%
Cholamandalam Financial Holdings Ltd Small Cap Financial Services (36.21) 1.18% 17.52 57.6%
SBI Life Insurance Co Ltd Large Cap Financial Services (19.55) 1.12% 0 27.9%
Axis Bank Ltd Large Cap Financial Services (24.43) 1.1% 28.68 29.81%
Polycab India Ltd Large Cap Industrials (47.62) 1.1% 49.89 1.28%
Schaeffler India Ltd Mid Cap Consumer Cyclical (56.39) 1.1% 66.75 0.08%
Indian Hotels Co Ltd Mid Cap Consumer Cyclical (72.93) 1.09% 54.87 22.11%
Indus Towers Ltd Ordinary Shares Large Cap Communication Services (13.58) 1.08% 10.71 2.31%
CG Power & Industrial Solutions Ltd Large Cap Industrials (82.85) 1.07% 108.51 -11.35%
Ashok Leyland Ltd Mid Cap Industrials (37.19) 1.05% 23.63 10.64%
Bharti Airtel Ltd (Partly Paid Rs.1.25) Communication Services (98.44) 1.04% 9.63 68%
Multi Commodity Exchange of India Ltd Small Cap Financial Services (82.93) 1.03% 73.34 114.2%
UNO Minda Ltd Mid Cap Consumer Cyclical (95.28) 1.03% 73.31 30.06%
Sun Pharmaceuticals Industries Ltd Large Cap Healthcare (39.48) 1.02% 36.66 5.48%
Aster DM Healthcare Ltd Ordinary Shares Small Cap Healthcare (47.2) 1.01% 5.84 78.8%
Affle 3i Ltd Small Cap Communication Services (17.88) 1% 72.76 40.14%
Godfrey Phillips India Ltd Small Cap Consumer Defensive (42.37) 0.98% 41.35 113.38%
United Breweries Ltd Mid Cap Consumer Defensive (75.35) 0.98% 132.81 16.13%
Coforge Ltd Technology 0.97% - 0%
SBI Cards and Payment Services Ltd Ordinary Shares Mid Cap Financial Services (28.86) 0.95% 0 33.25%
Berger Paints India Ltd Mid Cap Basic Materials (55.02) 0.95% 56.41 9.24%
MRF Ltd Mid Cap Consumer Cyclical (34.3) 0.94% 33.71 13.85%
Sundaram Finance Ltd Mid Cap Financial Services (29.36) 0.89% 29.55 11.99%
PNB Housing Finance Ltd Small Cap Financial Services (17.94) 0.89% 14.42 34.18%
Kaynes Technology India Ltd Mid Cap Industrials (118.29) 0.88% 136.68 45.42%
Poly Medicure Ltd Small Cap Healthcare (57.72) 0.8% 66.47 3.89%
Piramal Pharma Ltd Small Cap Healthcare (22.59) 0.78% 0 -26.02%
Cholamandalam Investment & Finance Company Ltd.26/06/2025 0.56% - 0%
Union Bank of India Mid Cap Financial Services (8.84) 0.52% 6.08 5.05%
Future on BSE Ltd 0.45% - 0%
UPL Ltd Ordinary Shares (Partly Paid Rs.1) Basic Materials 0.45% - 0%
Cholamandalam Investment and Finance Co Ltd Large Cap Financial Services (26.13) 0.4% 28.3 41.05%
UPL Ltd Mid Cap Basic Materials (26.63) 0.17% 57.91 16.96%
Kaynes Technology India Ltd.26/06/2025 0.06% - 0%
FSN E-Commerce Ventures Ltd Mid Cap Consumer Cyclical (154.95) 0% 945 22.21%
Infosys Ltd Large Cap Technology (30.28) 0% 24.79 -3.57%
L&T Technology Services Ltd Mid Cap Technology (51.53) 0% 36.76 -11.17%
Eicher Motors Ltd Large Cap Consumer Cyclical (30.84) 0% 32.98 17.94%
Wipro Ltd Large Cap Technology (30.67) 0% 21.25 -1.52%
Vedanta Ltd Large Cap Basic Materials (12.04) 0% 11.46 -3.95%
Phoenix Mills Ltd Mid Cap Real Estate (79.58) 0% 54.85 -24.49%
Lupin Ltd Mid Cap Healthcare (132.95) 0% 167.31 197.56%
Bharti Airtel Ltd Large Cap Communication Services (49.12) 0% 33.28 33.77%
PB Fintech Ltd Mid Cap Financial Services (76.58) 0% 615.37 84.19%
360 One Wam Ltd Ordinary Shares Mid Cap Financial Services 0% - 0%
Tata Consultancy Services Ltd Large Cap Technology (30.28) 0% 24.33 -16.76%
Blue Star Ltd Mid Cap Industrials (76.54) 0% 62.6 2.3%
SRF Ltd Mid Cap Industrials (77.18) 0% 75.77 33.67%
Central Depository Services (India) Ltd Small Cap Financial Services 0% - 0%
ICICI Lombard General Insurance Co Ltd Mid Cap Financial Services (42.5) 0% 0 7.46%
Torrent Power Ltd Mid Cap Utilities (26.35) 0% 24.67 -3.05%
Trent Ltd Large Cap Consumer Cyclical (93.52) 0% 124.55 -2.64%
KEI Industries Ltd Mid Cap Industrials (47.62) 0% 49.57 -19.79%

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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 REGULAR PLAN IDCW REINVESTMENT?

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 REGULAR PLAN IDCW REINVESTMENT?

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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