Edelweiss Business Cycle Fund Direct Growth

Scheme code: INF754K01TA2 NAV value: ₹ 8.4545 NAV date: 19 March, 2026 TER: 0.53%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-14.64	20.97	-2.80	-1.51	13.63

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	-1.51
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	-1.51
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	-1.51
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	-1.51
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,30,098 - Absolute Returns: ₹30,098 - CAGR: %

Max Drawdown

-26.39 %

Drawdown Duration

5 months

Avg Drawdown

-12.07 %

1 Y

-0.0572

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	6.07	1.03	105.9	96.8	10.00 %	4.00 %
3 years	-2.09	1.09	101.7	109.1	-5.06 %	-2.18 %
5 years	-1.04	1.09	101.7	109.1	-3.07 %	-1.32 %
7 years	-0.59	1.09	101.7	109.1	-2.20 %	-0.94 %
10 years	-0.24	1.09	101.7	109.1	-1.55 %	-0.66 %
12 years	-0.10	1.09	101.7	109.1	-1.29 %	-0.55 %
15 years	0.04	1.09	101.7	109.1	-1.03 %	-0.44 %