Compare Edelweiss Business Cycle Fund vs Invesco India Business Cycle Fund
Edelweiss Business Cycle Fund
Invesco India Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.77
2.26
NAV
₹9.46
₹14.70
Fund Started
09 Jul 2024
06 Feb 2025
Fund Size
₹1463.37 Cr
₹1382.74 Cr
Exit Load
Exit load of 1%, if redeemed within 90 days.
Exit load of 0.50%, if redeemed within 3 months.
1 Year
4.73%
13.26%
3 Year
-
-
5 Year
-
-
Equity
98.27%
94.79%
Cash
-0.24%
5.21%
Top 10 Holdings
Laurus Labs Ltd. | 4.19% |
Cummins India Ltd. | 3.64% |
Polycab India Ltd. | 3.46% |
State Bank of India | 2.77% |
Glenmark Pharmaceuticals Ltd. | 2.76% |
GE Vernova T&D India Ltd | 2.69% |
Muthoot Finance Ltd. | 2.41% |
The Federal Bank Ltd. | 2.34% |
Sun Pharmaceutical Industries Ltd. | 2.32% |
Fortis Healthcare Ltd. | 2.27% |
Kotak Mahindra Bank Ltd. | 5.61% |
Larsen & Toubro Ltd. | 4.91% |
Sai Life Sciences Ltd. | 4.80% |
Aditya Infotech Ltd. | 4.70% |
Interglobe Aviation Ltd. | 4.64% |
Prestige Estates Projects Ltd. | 4.15% |
DLF Ltd. | 3.95% |
BSE Ltd. | 3.83% |
Max Healthcare Institute Ltd. | 3.74% |
Trent Ltd. | 3.56% |
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