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Edelweiss Business Cycle Fund - Direct Plan - Growth

Equity Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
60
Jun 2026
Equity Holdings
₹1,407.63 Cr
Equity only, excl. debt & cash
Top 5 Weight
16.8%
Diversified
Top 10 Weight
29.2%
Diversified
Changes
71
8 new · 14 exits
Top Sector
Pharmaceuticals & Biotechnology
15.3% of portfolio
📋 What Happened This Month Edelweiss Business Cycle Fund made 8 new additions and exited 14 stocks this month. The biggest new buy was Grasim Industries Limited (Cement & Cement Products) at 1.80% weight. Canara Bank was the biggest exit (Banks), which was held at 2.09%. Among existing holdings, Avenue Supermarts Limited saw the biggest increase — now at 2.37% of the portfolio. Indian Bank was trimmed the most, now at 1.09%. Cummins India Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 15.3%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Apr 2026 May 2026
Sector Prev Curr Delta
Banks 20.4% 16.5% -3.9%
Pharmaceuticals & Biotechnology 9.9% 11.6% +1.7%
Industrial Products 2.6% 7.8% +5.2%
Automobiles 6.3% 7.0% +0.7%
Finance 11.4% 6.9% -4.5%
Electrical Equipment 3.3% 6.7% +3.4%
Capital Markets 4.4% 4.4% +0.0%
Non - Ferrous Metals 3.7% 4.0% +0.3%
Ferrous Metals 0.9% 3.5% +2.6%
Healthcare Services 2.9% 3.0% +0.1%
May 2026 Jun 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 11.6% 15.3% +3.7%
Banks 16.5% 10.8% -5.7%
Electrical Equipment 6.7% 9.7% +3.1%
Industrial Products 7.8% 7.9% +0.0%
Finance 6.9% 5.2% -1.8%
Ferrous Metals 3.5% 5.0% +1.5%
Retailing 2.7% 4.3% +1.6%
Automobiles 7.0% 4.2% -2.8%
Auto Components 2.0% 3.9% +1.9%
Healthcare Services 3.0% 3.8% +0.9%
🟢
Biggest New Buy
Grasim Industries Limited
1.80% weight · Cement & Cement Products
🔴
Biggest Exit
Canara Bank
2.09% was held · Banks
Biggest Add
Avenue Supermarts Limited
+1.34% · now 2.37%
Biggest Trim
Indian Bank
-1.43% · now 1.09%
🤝 Other funds also bought this month
NTPC Limited 53 funds
NTPC Limited
IB45-Groww BSE Power ETF
IB61-Groww Nifty PSE ETF
Bandhan Nifty 500 Value 50 Index Fund + more
Bharat Heavy Electricals Limited 52 funds
Bharat Heavy Electricals Limited
quant Focused Fund - Growth Option-Direct Plan
quant Manufacturing Fund - Growth Option - Direct Plan
IB45-Groww BSE Power ETF + more
Bharat Forge Limited 45 funds
Bharat Forge Limited
IB25-Groww Nifty India Defence ETF
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan
Kotak Nifty Midcap 150 Momentum 50 Index Fund-Direct Plan-Growth + more
JSW Steel Limited 30 funds
JSW Steel Limited
Nippon India Nifty Alpha Low Volatility 30 Index Fund - Direct Plan - Growth Option
KOTAK NIFTY ALPHA LOW VOLATILITY 30 INDEX FUND
Edelweiss Nifty Alpha Low Volatility 30 Index Fund - Direct Plan - Growth + more
Thermax Limited 27 funds
Thermax Limited
Samco Mid Cap Fund
Samco Multi Asset Allocation Fund
IB45-Groww BSE Power ETF + more
Grasim Industries Limited 23 funds
Grasim Industries Limited
Bandhan Nifty 500 Value 50 Index Fund
ICICI Prudential Equity Minimum Variance Fund - Direct Plan - Growth
KOTAK NIFTY ALPHA LOW VOLATILITY 30 INDEX FUND + more
👋 Other funds also exited
Maruti Suzuki India Limited 66 funds
Maruti Suzuki India Limited
GROWW NIFTY EV & NEW AGE AUTOMOTIVE ETF
Mirae Asset Nifty Top 20 Equal Weight ETF
Angel One Nifty Total Market Momentum Quality 50 ETF + more
Bajaj Finance Limited 42 funds
Bajaj Finance Limited
Mirae Asset Nifty Top 20 Equal Weight ETF
Invesco India ESG Integration Strategy Fund (An open ended equity scheme investing in companies following Environmental, Social and Governance (ESG) theme following integration strategy)
Angel One Nifty Total Market Momentum Quality 50 INDEX + more
Bharti Airtel Limited 42 funds
Bharti Airtel Limited
WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth
Mirae Asset Nifty 100 ESG Sector Leaders ETF
WhiteOak Capital ESG Best-In-Class Strategy Fund Direct Plan Growth + more
InterGlobe Aviation Limited 38 funds
InterGlobe Aviation Limited
Baroda BNP Paribas Nifty200 Momentum 30 Index Fund - Direct Plan - Growth Option
Bandhan Nifty200 Momentum 30 Index Fund
Kotak Nifty 200 Momentum 30 ETF + more
Mahindra & Mahindra Limited 36 funds
Mahindra & Mahindra Limited
GROWW NIFTY EV & NEW AGE AUTOMOTIVE ETF
WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth
Mirae Asset Nifty Top 20 Equal Weight ETF + more
Asian Paints Limited 35 funds
Asian Paints Limited
Angel One Nifty Total Market Momentum Quality 50 INDEX
Angel One Nifty Total Market Momentum Quality 50 ETF
Bandhan Nifty200 Momentum 30 Index Fund + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 8 New Entries 🔴 14 Exits ↑ 30 Increased ↓ 19 Decreased
#StockSectorWeight (Jun 2026)
1
Grasim Industries Limited
₹26.62 Cr
Cement & Cement Products 1.80%
2
NTPC Limited
₹20.74 Cr
Power 1.40%
3
Bharat Forge Limited
₹18.61 Cr
Auto Components 1.26%
4
Bharat Heavy Electricals Limited
₹17.04 Cr
Electrical Equipment 1.15%
5
Bajaj Auto Limited
₹15.01 Cr
Automobiles 1.02%
6
Thermax Limited
₹14.96 Cr
Electrical Equipment 1.01%
7
Biocon Limited
₹12.93 Cr
Pharmaceuticals & Biotechnology 0.87%
8
JSW Steel Limited
₹12.62 Cr
Ferrous Metals 0.85%
#StockSectorLast Weight (May 2026)
1
Canara Bank
₹31.39 Cr
Banks 2.09%
2
Bharti Airtel Limited
₹24.87 Cr
Telecom - Services 1.66%
3
Union Bank of India
₹23.42 Cr
Banks 1.56%
4
Asian Paints Limited
₹21.87 Cr
Consumer Durables 1.46%
5
Axis Bank Limited
₹18.16 Cr
Banks 1.21%
6
Titan Company Limited
₹16.30 Cr
Consumer Durables 1.09%
7
Indian Oil Corporation Limited
₹15.62 Cr
Petroleum Products 1.04%
8
Mahindra & Mahindra Limited
₹15.23 Cr
Automobiles 1.02%
9
InterGlobe Aviation Limited
₹14.78 Cr
Transport Services 0.99%
10
Bajaj Finance Limited
₹14.53 Cr
Finance 0.97%
#StockSectorMay 2026Jun 2026Change
1
Avenue Supermarts Limited
₹35.02 Cr
Retailing 1.03% 2.37% +1.34%
2
Sun Pharmaceutical Industries Limited
₹33.81 Cr
Pharmaceuticals & Biotechnology 1.07% 2.29% +1.22%
3
Apar Industries Limited
₹27.19 Cr
Electrical Equipment 0.96% 1.84% +0.88%
4
Laurus Labs Limited
₹53.11 Cr
Pharmaceuticals & Biotechnology 2.72% 3.59% +0.87%
5
Steel Authority of India Limited
₹27.76 Cr
Ferrous Metals 1.10% 1.88% +0.78%
6
Fortis Healthcare Limited
₹35.41 Cr
Healthcare Services 1.67% 2.40% +0.73%
7
Aurobindo Pharma Limited
₹29.48 Cr
Pharmaceuticals & Biotechnology 1.28% 1.99% +0.71%
8
Cummins India Limited
₹56.60 Cr
Industrial Products 3.14% 3.83% +0.69%
9
Schaeffler India Limited
₹22.81 Cr
Auto Components 0.94% 1.54% +0.60%
10
Hitachi Energy India Limited
₹34.92 Cr
Electrical Equipment 1.92% 2.36% +0.44%
#StockSectorMay 2026Jun 2026Change
1
Indian Bank
₹16.13 Cr
Banks 2.52% 1.09% -1.43%
2
Multi Commodity Exchange of India Limited
₹14.19 Cr
Capital Markets 2.35% 0.96% -1.39%
3
L&T Finance Limited
₹15.54 L
Finance 1.06% 0.01% -1.05%
4
Eicher Motors Limited
₹16.02 Cr
Automobiles 2.11% 1.08% -1.03%
5
TVS Motor Company Limited
₹16.75 Cr
Automobiles 1.91% 1.13% -0.78%
6
GE Vernova T&D India Limited
₹49.44 Cr
Electrical Equipment 3.78% 3.35% -0.43%
7
National Aluminium Company Limited
₹15.28 Cr
Non - Ferrous Metals 1.44% 1.03% -0.41%
8
Hindalco Industries Limited
₹32.52 Cr
Non - Ferrous Metals 2.59% 2.20% -0.39%
9
Oil & Natural Gas Corporation Limited
₹24.46 Cr
Oil 1.84% 1.66% -0.18%
10
Shriram Finance Limited
₹20.84 Cr
Finance 1.56% 1.41% -0.15%

What Stocks Does This Fund Hold?

60 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹56.60 Cr
Industrial Products
3.83%
2
₹53.11 Cr
Pharmaceuticals & Biotechnology
3.59%
3
₹49.44 Cr
Electrical Equipment
3.35%
4
₹44.82 Cr
Industrial Products
3.03%
5
₹43.64 Cr
Banks
2.95%
6
₹41.88 Cr
Pharmaceuticals & Biotechnology
2.83%
7
₹35.97 Cr
Finance
2.43%
8
₹35.55 Cr
Aerospace & Defense
2.41%
9
₹35.41 Cr
Healthcare Services
2.40%
10
₹35.02 Cr
Retailing
2.37%
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🏦 Edelweiss Mutual Fund — Portfolio & Holdings
See all funds managed by Edelweiss Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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