Compare Edelweiss Business Cycle Fund vs HSBC Business Cycles Fund
Edelweiss Business Cycle Fund
EquityThematic-Business Cycle
HSBC Business Cycles Fund
EquityThematic-Business Cycle
Risk
Very High
Very High
Rating
-
3.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.74
2.36
NAV
₹8.88
₹45.79
Fund Started
09 Jul 2024
30 Jul 2014
Fund Size
₹1344.10 Cr
₹1178.73 Cr
Exit Load
Exit load of 1%, if redeemed within 90 days.
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
1 Year
-5.14%
-4.95%
3 Year
-
12.96%
5 Year
-
11.97%
Equity
98.97%
98.12%
Cash
-0.12%
1.88%
Top 10 Holdings
Name | Assets |
|---|---|
Laurus Labs Ltd. | 3.09% |
Radico Khaitan Ltd. | 2.90% |
Cummins India Ltd. | 2.83% |
ICICI Bank Ltd. | 2.75% |
The Federal Bank Ltd. | 2.58% |
FSN E-Commerce Ventures Ltd. | 2.54% |
Glenmark Pharmaceuticals Ltd. | 2.17% |
GE Vernova T&D India Ltd | 2.03% |
Steel Authority Of India Ltd. | 1.99% |
Grasim Industries Ltd. | 1.97% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.33% |
MTAR Technologies Ltd. | 3.90% |
Interglobe Aviation Ltd. | 3.38% |
HDFC Bank Ltd. | 2.97% |
Reliance Industries Ltd. | 2.58% |
Hindustan Aeronautics Ltd. | 2.53% |
RBL Bank Ltd. | 2.43% |
ICICI Prudential Asset Management Company Ltd. | 2.26% |
Bharat Electronics Ltd. | 2.22% |
Larsen & Toubro Ltd. | 2.12% |
Name
-
-
Start Date
-
-
Description
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 scheme seeks to generate long term capital appreciation from a portfolio of equity and equity related securities including equity derivatives in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Launch Date
09 Jul 2024
30 Jul 2014
