← Edelweiss Mutual Fund

Edelweiss Business Cycle Fund - Direct Plan - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
Share: WhatsApp X
Stocks Held
74
Aug 2026
Equity Holdings
₹1,438.79 Cr
Equity only, excl. debt & cash
AAUM
₹1,482.90 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
13.8%
Diversified
Top 10 Weight
25.5%
Diversified
Changes
78
16 new · 7 exits
Top Sector
Pharmaceuticals & Biotechnology
14.0% of portfolio
Launch Date
09 Jul 2024
2 years old

AAUM (Average Assets Under Management) of ₹1,482.90 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Edelweiss Business Cycle Fund made 16 new additions and exited 7 stocks this month. The biggest new buy was Coforge Limited (IT - Software) at 1.76% weight. Oil & Natural Gas Corporation Limited was the biggest exit (Oil), which was held at 1.74%. Among existing holdings, L&T Finance Limited saw the biggest increase — now at 1.12% of the portfolio. Polycab India Limited was trimmed the most, now at 1.61%. Cummins India Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 14.0%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 15.3% 15.4% +0.1%
Banks 10.8% 10.9% +0.2%
Electrical Equipment 9.7% 8.5% -1.2%
Industrial Products 7.9% 7.8% 0.0%
Automobiles 4.2% 6.5% +2.3%
Finance 5.2% 5.3% +0.1%
Ferrous Metals 5.0% 4.7% -0.3%
Auto Components 3.9% 4.0% +0.1%
Retailing 4.3% 3.9% -0.4%
Healthcare Services 3.8% 3.8% 0.0%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 15.4% 14.0% -1.4%
Banks 10.9% 10.6% -0.3%
Electrical Equipment 8.5% 8.8% +0.3%
Finance 5.3% 7.5% +2.3%
Automobiles 6.5% 7.3% +0.9%
IT - Software 2.3% 7.0% +4.7%
Retailing 3.9% 5.7% +1.8%
Industrial Products 7.8% 5.2% -2.7%
Auto Components 4.0% 4.0% +0.0%
Ferrous Metals 4.7% 4.0% -0.7%
🟢
Biggest New Buy
Coforge Limited
1.76% weight · IT - Software
🔴
Biggest Exit
Oil & Natural Gas Corporation Limited
1.74% was held · Oil
Biggest Add
L&T Finance Limited
+1.11% · now 1.12%
Biggest Trim
Polycab India Limited
-1.85% · now 1.61%
🤝 Other funds also bought this month
Dhoot Transmission Ltd 67 funds
Dhoot Transmission Ltd
SBI Automotive Opportunities Fund - Direct Plan - Growth
Invesco India Manufacturing Fund - Direct Plan - Growth
Invesco India Consumption Fund + more
Coforge Limited 38 funds
Coforge Limited
Groww Large Cap Fund
JM Aggressive Hybrid Fund
DSP Multi Cap Fund + more
Titan Company Limited 32 funds
Titan Company Limited
Invesco India ESG Integration Strategy Fund (An open ended equity scheme investing in companies following Environmental, Social and Governance (ESG) theme following integration strategy)
Bandhan Nifty Alpha Low Volatility 30 Index Fund
Bandhan Multi-Factor Fund - Direct Plan - Growth + more
Torrent Pharmaceuticals Limited 32 funds
Torrent Pharmaceuticals Limited
Mirae Asset Nifty 500 Healthcare ETF
Bandhan Nifty Alpha Low Volatility 30 Index Fund
HDFC MNC Fund - Growth Option - Direct Plan + more
Bajaj Finserv Limited 29 funds
Bajaj Finserv Limited
Axis Quant Fund - Direct Plan - Growth
ICICI Prudential Multi-Asset Fund - Direct Plan - Growth
Sundaram Dynamic Asset Allocation Fund + more
Shriram Pistons & Rings Limited 27 funds
Shriram Pistons & Rings Limited
ICICI Prudential Active Momentum Fund - Direct Plan - Growth
Kotak Transportation & Logistics Fund-Direct Growth
SBI Automotive Opportunities Fund - Direct Plan - Growth + more
👋 Other funds also exited
PB Fintech Limited 23 funds
PB Fintech Limited
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth
Mirae Asset Banking and Financial Services Fund
Mirae Asset Large & Midcap Fund - Direct Plan - Growth + more
JSW Energy Limited 15 funds
JSW Energy Limited
ITI Large Cap Fund - Direct Plan - Growth Option
JM Large and Midcap Fund
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth + more
Oil & Natural Gas Corporation Limited 12 funds
Oil & Natural Gas Corporation Limited
HSBC Focused Fund - Direct Growth
Mirae Asset Nifty 50 Index Fund
IB44-Groww Nifty 50 ETF + more
NMDC Limited 11 funds
NMDC Limited
SAMCO ELSS TAX SAVER FUND
Motilal Oswal Quant Fund - Direct - Growth
Kotak Active Momentum Fund - Direct Plan - Growth option + more
Endurance Technologies Limited 7 funds
Endurance Technologies Limited
Franklin India Large Cap Fund- Direct - Growth
THE WEALTH COMPANY BALANCED ADVANTAGE FUND
WhiteOak Capital Mid Cap Fund Direct Plan Growth + more
NTPC Green Energy Limited 6 funds
NTPC Green Energy Limited
ITI Mid Cap Fund - Direct Plan - Growth Option
Canara Robeco Value Fund - Direct Plan - Growth Option
ITI Large & Mid Cap Fund + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 16 New Entries 🔴 7 Exits ↑ 25 Increased ↓ 30 Decreased
#StockSectorWeight (Aug 2026)
1
Coforge Limited
₹25.80 Cr
IT - Software 1.76%
2
Persistent Systems Limited
₹24.06 Cr
IT - Software 1.64%
3
Shriram Pistons & Rings Limited
₹18.85 Cr
Auto Components 1.29%
4
ABB India Limited
₹17.93 Cr
Electrical Equipment 1.23%
5
Info Edge (India) Limited
₹17.58 Cr
Retailing 1.20%
6
Dhoot Transmission Ltd
₹16.93 Cr
Automobile and Auto Components 1.16%
7
Titan Company Limited
₹16.64 Cr
Consumer Durables 1.14%
8
Bajaj Finserv Limited
₹15.51 Cr
Finance 1.06%
9
Torrent Pharmaceuticals Limited
₹14.42 Cr
Pharmaceuticals & Biotechnology 0.99%
10
Tempsens Instruments (India) Limited
₹12.94 Cr
Industrial Manufacturing 0.88%
#StockSectorLast Weight (Jul 2026)
1
Oil & Natural Gas Corporation Limited
₹25.26 Cr
Oil 1.74%
2
Endurance Technologies Limited
₹16.65 Cr
Auto Components 1.15%
3
JSW Energy Limited
₹15.03 Cr
Power 1.04%
4
NTPC Green Energy Limited
₹13.50 Cr
Power 0.93%
5
Jindal Stainless Limited
₹13.23 Cr
Ferrous Metals 0.91%
6
PB Fintech Limited
₹13.13 Cr
Financial Technology (Fintech) 0.91%
7
NMDC Limited
₹12.76 Cr
Minerals & Mining 0.88%
#StockSectorJul 2026Aug 2026Change
1
L&T Finance Limited
₹16.36 Cr
Finance 0.01% 1.12% +1.11%
2
Radico Khaitan Limited
₹36.70 Cr
Beverages 1.46% 2.51% +1.05%
3
ICICI Bank Limited
₹40.62 Cr
Banks 1.77% 2.78% +1.01%
4
HCL Technologies Limited
₹15.47 Cr
IT - Software 0.28% 1.06% +0.78%
5
Grasim Industries Limited
₹37.35 Cr
Cement & Cement Products 1.84% 2.55% +0.71%
6
FSN E-Commerce Ventures Limited
₹37.24 Cr
Retailing 1.94% 2.54% +0.60%
7
Ather Energy Limited
₹28.58 Cr
Automobiles 1.45% 1.95% +0.50%
8
Multi Commodity Exchange of India Limited
₹20.83 Cr
Capital Markets 0.93% 1.42% +0.49%
9
Bajaj Auto Limited
₹22.98 Cr
Automobiles 1.23% 1.57% +0.34%
10
The Federal Bank Limited
₹38.91 Cr
Banks 2.34% 2.66% +0.32%
#StockSectorJul 2026Aug 2026Change
1
Polycab India Limited
₹23.61 Cr
Industrial Products 3.46% 1.61% -1.85%
2
State Bank of India
₹14.67 Cr
Banks 2.77% 1.00% -1.77%
3
BSE Limited
₹3.28 Cr
Capital Markets 1.87% 0.22% -1.65%
4
Laurus Labs Limited
₹42.13 Cr
Pharmaceuticals & Biotechnology 4.19% 2.88% -1.31%
5
Aurobindo Pharma Limited
₹13.74 Cr
Pharmaceuticals & Biotechnology 1.99% 0.94% -1.05%
6
Aster DM Healthcare Limited
₹7.56 Cr
Healthcare Services 1.53% 0.52% -1.01%
7
Bharat Electronics Limited
₹14.92 Cr
Aerospace & Defense 2.01% 1.02% -0.99%
8
Sun Pharmaceutical Industries Limited
₹22.01 Cr
Pharmaceuticals & Biotechnology 2.32% 1.50% -0.82%
9
Fortis Healthcare Limited
₹21.95 Cr
Healthcare Services 2.27% 1.50% -0.77%
10
KEI Industries Limited
₹1.44 L
Industrial Products 0.74% 0.00% -0.74%

What Stocks Does This Fund Hold?

74 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹43.39 Cr
Industrial Products
2.97%
2
₹42.13 Cr
Pharmaceuticals & Biotechnology
2.88%
3
₹40.62 Cr
Banks
2.78%
4
₹38.91 Cr
Banks
2.66%
5
₹37.35 Cr
Cement & Cement Products
2.55%
6
₹37.24 Cr
Retailing
2.54%
7
₹36.70 Cr
Beverages
2.51%
8
₹33.32 Cr
Finance
2.28%
9
₹32.24 Cr
Pharmaceuticals & Biotechnology
2.20%
10
₹31.12 Cr
Electrical Equipment
2.13%
🏆 Top stocks held by Equity funds
See which stocks all active Equity fund managers are buying — ranked by total value invested
🏦 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.

Found a discrepancy or have feedback? Contact Us — we read every message personally.