FundLens
24
Business CycleAvoid

Edelweiss BusIness Cycle

Edelweiss · Direct–Growth · rank #17 of 19 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
3.4%
+5.5% vs index
3 Years
5 Years
Since launch
-3.2%

Year-by-year performance

last entry = YTD
2025
-2.2%
2026
+1.2%

Why this score

Edelweiss BusIness Cycle scores 24/100 — #17 of 19 Business Cycle fund (Avoid). It stands out for 1y return — beating 64% of peers on 1y return. The main drag is its sharpe ratio (better than only 3% of peers).

Each bar shows the fund's percentile vs Business Cycle peers — a longer bar beats more of the category.

Sharpe ratio-0.58 · 3rd percentile in category
Sortino ratio-0.76 · 3rd percentile in category
Alpha-3.07 · 3rd percentile in category
Volatility16.80 · 21st percentile in category
1Y return3.37% · 64th percentile in category
Expense ratio1.24% · 45th percentile in category

Top holdings

top 5 = 13.8% of portfolio
1.Cummins India Ltd2.97%
2.Laurus Labs Ltd2.88%
3.ICICI Bank Ltd2.78%
4.The Federal Bank Ltd2.66%
5.Grasim Industries Ltd2.55%

75 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

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