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FAQ : Edelweiss Business Cycle Fund - Growth - Direct Plan

Edelweiss Business Cycle Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A N/A N/A N/A
Average Rolling Returns(%) N/A N/A N/A N/A

The Current NAV of Edelweiss Business Cycle Fund - Growth - Direct Plan is ₹9.00.

It is better to invest in a fund with a longer track record as Edelweiss Business Cycle Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Edelweiss Business Cycle Fund - Growth - Direct Plan fund’s expense ratio is 0.53%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Edelweiss Business Cycle Fund - Growth - Direct Plan is currently ₹1,381 Crores.

The Top three stocks are AU Small Fin. Bank, Indian Bank and SBI and account for 10% of its portfolio. Top 5 and 10 stocks of fund account for 16% and 29% of fund’s portfolio respectively.

Top three sectors of Edelweiss Business Cycle Fund - Growth - Direct Plan fund are BFSI, Healthcare and Auto accounting for 63% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Edelweiss Business Cycle Fund - Growth - Direct Plan Fund is Equity - Thematic Fund - Other.

Bhavesh Jain and Bharat Lahoti manage the Edelweiss Business Cycle Fund - Growth - Direct Plan Fund.

Edelweiss Business Cycle Fund - Growth - Direct Plan current PE ratio is 35.05 and PB ratio is 7.93

The asset allocation of Edelweiss Business Cycle Fund - Growth - Direct Plan is Stocks : 97.17%, Debt : 2.82% and Gold : 0%

The minimum SIP amount for Edelweiss Business Cycle Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Edelweiss Business Cycle Fund - Growth - Direct Plan is 1% on or before 90 days, Nil after 90 days

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