Compare Edelweiss Business Cycle Fund vs Invesco India Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.11
2.19
NAV
₹8.68
₹13.22
Fund Started
09 Jul 2024
06 Feb 2025
Fund Size
₹1498.47 Cr
₹1015.65 Cr
Exit Load
Exit load of 1%, if redeemed within 90 days.
Exit load of 0.50%, if redeemed within 3 months.
1 Year
-1.61%
11.66%
3 Year
-
-
5 Year
-
-
Equity
99.46%
94.58%
Cash
-2.53%
5.42%
Top 10 Holdings
AU Small Finance Bank Ltd. | 4.04% |
Muthoot Finance Ltd. | 3.36% |
GE Vernova T&D India Ltd | 3.28% |
Indian Bank | 3.26% |
Glenmark Pharmaceuticals Ltd. | 3.14% |
State Bank of India | 3.07% |
Canara Bank | 2.99% |
Multi Commodity Exchange Of India Ltd. | 2.57% |
Bharat Electronics Ltd. | 2.48% |
Hindalco Industries Ltd. | 2.39% |
Max Healthcare Institute Ltd. | 5.90% |
Aditya Infotech Ltd. | 5.48% |
Sai Life Sciences Ltd. | 4.98% |
Interglobe Aviation Ltd. | 4.92% |
BSE Ltd. | 4.89% |
Prestige Estates Projects Ltd. | 4.63% |
Amber Enterprises India Ltd. | 4.43% |
Trent Ltd. | 4.18% |
AU Small Finance Bank Ltd. | 3.89% |
Eternal Ltd. | 3.67% |
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 by investing predominantly in equity and equity related securities with a 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
06 Feb 2025
