Edelweiss Business Cycle Fund - Direct Plan - Growth
Edelweiss Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
1,491 cr
TER direct / regular
1.32% / 2.78%
CAGR (full)
-4.4%
Sharpe (full)
-0.46
Sharpe (bull ≤Sep-24)
—
Sharpe (sideways Oct-24→)
-0.51
Max drawdown
-26.0%
Months of data
26
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
—
—
—
0
FY23
—
—
—
0
FY24
—
—
—
0
FY25*
-17.7%
-10.2%
-1.36
8
FY26
-0.9%
1.5%
-0.35
12
FY27*
11.2%
-0.1%
0.99
6
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2024
+1.1
+1.2
-8.3
-1.3
+1.8
-5.8
2025
-11.1
-9.7
+8.7
+2.4
+4.3
+5.3
-3.2
-2.7
+0.6
+3.4
+1.0
+0.7
-2.2
2026
-2.5
+3.0
-11.9
+9.1
+1.3
+0.4
+1.6
+4.4
-5.5
-1.6
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-10-03 07:25Z · data through Sep 2026 · leaderboard
· PMS leaderboard