myplexus

NFO Monitor

Fund Fact

Name of Funds:

Edelweiss Business Cycle

Opening:

9th July 2024

Closing:

23rd July 2024

Minimum Investment:

Minimum of Rs. 5,000/- and multiples of Re. 1/- thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

1% of NAV if units are redeemed/switched out on or before 90 days from the date of allotment

Fund Stats

Objective:

The Fund 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.

Benchmark:

NIFTY 500

Fund Manager:

Bhavesh Jain, Bharat Lahoti, Amit Vora

Asset Allocation

80-100 % Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

Tata Business Cycle Fund	21.37(6M)	47.52(1Y)
HSBC Business Cycles Fund	28.36(6M)	48.99(1Y)

Fund Prognosis

Idea Distiller

Business cycles mean the cyclical pattern that some sectors/stocks witness and significant gaps in valuations that arise. The target is to identify these undervalued gems.

Fund House AAUM:
Rs 15477217.38 Lakhs(as on 30th June, 2024)
Fund Manager:
Combined experience of above 17 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

I have many questions on the segment/strategy of "Business Cycle". Simply put, I don’t really buy the idea that this strategy works as effectively as some others. Ignore!!!

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.