Compare mutual funds
Pick two or three Bangladeshi open-end funds to compare their historical and rolling returns, path risk, fees, exit loads, minimum investment and holdings. Figures as of the latest update
How to read this table
Returns are total return with dividends reinvested by default (or taken as cash), from the same verified data behind the calculator.
Total return is the overall gain or loss on a one-time investment over the period you pick (dividends reinvested). It is not a yearly rate.
Per year turns that same lump-sum result into a steady annual rate (CAGR), so different period lengths stay comparable.
Monthly SIP /yr is the annualized return if you invested the same amount every month. It differs from Per year because money goes in gradually.
Tap the ? beside any row label for a short tip. The fund names stay pinned to the top of the screen as you scroll, so you always know which column you are reading. Use Copy link to share this exact comparison.
Growth over the period
| UCB Income Plus Fund | Shanta Fixed Income Fund | |
|---|---|---|
| Type | Income | Income |
| Fund size | ৳377 cr | ৳305 cr |
| Total return (3 years) | +46.88% | +39.87% |
| Per year (3 years) | +13.67% | +11.83% |
| Monthly SIP /yr (3 years) | +15.20% | +12.72% |
| Management fee | 0.70% per year | 2.50% down to 1.00% per year (tiered by fund size) |
| Open UCB Income Plus Fund → | Open Shanta Fixed Income Fund → |
Every tracked fund is also in the fund directory. For BO account, KYC documents and SIP steps, see how to invest in mutual funds in Bangladesh.