← Edelweiss Mutual Fund

Edelweiss Business Cycle Fund - Direct Plan - Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
65
Jul 2026
Equity Holdings
₹1,420.15 Cr
Equity only, excl. debt & cash
AAUM
₹1,482.90 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
16.8%
Diversified
Top 10 Weight
28.9%
Diversified
Changes
62
5 new · 0 exits
Top Sector
Pharmaceuticals & Biotechnology
15.4% 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 added 5 new stocks to its portfolio this month. The biggest new buy was Ather Energy Limited (Automobiles) at 1.45% weight. Among existing holdings, Laurus Labs Limited saw the biggest increase — now at 4.19% of the portfolio. Biocon Limited was trimmed the most, now at 0.03%. Laurus Labs Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 15.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
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%
🟢
Biggest New Buy
Ather Energy Limited
1.45% weight · Automobiles
Biggest Add
Laurus Labs Limited
+0.60% · now 4.19%
Biggest Trim
Biocon Limited
-0.84% · now 0.03%
🤝 Other funds also bought this month
Indo-MIM Limited 89 funds
Indo-MIM Limited
LIC MF Value Fund-Direct Plan-Growth
Kotak Transportation & Logistics Fund-Direct Growth
LIC MF Infrastructure Fund-Direct Plan-Growth + more
Infosys Limited 37 funds
Infosys Limited
Mirae Asset Nifty IT ETF
Axis NIFTY IT ETF
Navi Nifty IT Index Fund + more
HCL Technologies Limited 32 funds
HCL Technologies Limited
Mirae Asset Nifty IT ETF
Axis NIFTY IT ETF
Navi Nifty IT Index Fund + more
Tata Consultancy Services Limited 31 funds
Tata Consultancy Services Limited
Mirae Asset Nifty IT ETF
Axis NIFTY IT ETF
Navi Nifty IT Index Fund + more
Ather Energy Limited 23 funds
Ather Energy Limited
Invesco India Focused Fund
Samco Active Momentum Fund
Motilal Oswal Asset Management Company Limited + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 5 New Entries ↑ 33 Increased ↓ 24 Decreased
#StockSectorWeight (Jul 2026)
1
Ather Energy Limited
₹20.97 Cr
Automobiles 1.45%
2
Indo-MIM Limited
₹16.80 Cr
Industrial Manufacturing 1.16%
3
Tata Consultancy Services Limited
₹4.73 Cr
IT - Software 0.33%
4
HCL Technologies Limited
₹4.04 Cr
IT - Software 0.28%
5
Infosys Limited
₹3.96 Cr
IT - Software 0.27%
#StockSectorJun 2026Jul 2026Change
1
Laurus Labs Limited
₹60.71 Cr
Pharmaceuticals & Biotechnology 3.59% 4.19% +0.60%
2
Oracle Financial Services Software Limited
₹20.02 Cr
IT - Software 0.82% 1.38% +0.56%
3
Polycab India Limited
₹50.09 Cr
Industrial Products 3.03% 3.46% +0.43%
4
TVS Motor Company Limited
₹20.88 Cr
Automobiles 1.13% 1.44% +0.31%
5
Divi's Laboratories Limited
₹20.14 Cr
Pharmaceuticals & Biotechnology 1.11% 1.39% +0.28%
6
Bajaj Auto Limited
₹17.80 Cr
Automobiles 1.02% 1.23% +0.21%
7
Karur Vysya Bank Limited
₹16.26 Cr
Banks 0.95% 1.12% +0.17%
8
Radico Khaitan Limited
₹21.22 Cr
Beverages 1.30% 1.46% +0.16%
9
Hero MotoCorp Limited
₹16.16 Cr
Automobiles 0.97% 1.12% +0.15%
10
Eicher Motors Limited
₹17.74 Cr
Automobiles 1.08% 1.22% +0.14%
#StockSectorJun 2026Jul 2026Change
1
Biocon Limited
₹38.77 L
Pharmaceuticals & Biotechnology 0.87% 0.03% -0.84%
2
GE Vernova T&D India Limited
₹38.91 Cr
Electrical Equipment 3.35% 2.69% -0.66%
3
Bharat Electronics Limited
₹29.09 Cr
Aerospace & Defense 2.41% 2.01% -0.40%
4
Avenue Supermarts Limited
₹28.93 Cr
Retailing 2.37% 2.00% -0.37%
5
NTPC Green Energy Limited
₹13.50 Cr
Power 1.29% 0.93% -0.36%
6
Hitachi Energy India Limited
₹29.73 Cr
Electrical Equipment 2.36% 2.05% -0.31%
7
KEI Industries Limited
₹10.77 Cr
Industrial Products 1.01% 0.74% -0.27%
8
Tata Steel Limited
₹17.07 Cr
Ferrous Metals 1.41% 1.18% -0.23%
9
Cummins India Limited
₹52.74 Cr
Industrial Products 3.83% 3.64% -0.19%
10
State Bank of India
₹40.07 Cr
Banks 2.95% 2.77% -0.18%

What Stocks Does This Fund Hold?

65 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹60.71 Cr
Pharmaceuticals & Biotechnology
4.19%
2
₹52.74 Cr
Industrial Products
3.64%
3
₹50.09 Cr
Industrial Products
3.46%
4
₹40.07 Cr
Banks
2.77%
5
₹40.00 Cr
Pharmaceuticals & Biotechnology
2.76%
6
₹38.91 Cr
Electrical Equipment
2.69%
7
₹34.91 Cr
Finance
2.41%
8
₹33.89 Cr
Banks
2.34%
9
₹33.63 Cr
Pharmaceuticals & Biotechnology
2.32%
10
₹32.83 Cr
Healthcare Services
2.27%
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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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