CWT Community Bank Shariah Fund (CWTCBSF) vs CWT Opportunities Fund (CWTOF)
Over the last 2 years, CWT Opportunities Fund (CWTOF) returned 11.35% a year and CWT Community Bank Shariah Fund (CWTCBSF) returned 2.41% a year, both with cash dividends reinvested, based on NAV history through 27 Aug 2026.
Both figures are total returns with cash dividends reinvested, measured over the same months from each fund’s published NAV history. Past performance does not predict the future.
| CWT Community Bank Shariah Fund (CWTCBSF) | CWT Opportunities Fund (CWTOF) | |
|---|---|---|
| Type | Growth | Growth |
| Asset manager | CWT Asset Management Company Limited (CWTAMC) | CWT Asset Management Company Limited (CWTAMC) |
| Fund size | ৳6 cr | ৳5 cr |
| Tracked since | Oct 2023 | Jun 2021 |
| Per year, 1 year | +2.89% | +6.49% |
| Per year, 3 years | Not enough history | +7.38% |
| Per year, 5 years | Not enough history | +4.50% |
| Management fee | 2.50% down to 1.00% per year (tiered by fund size) | 2.50% down to 1.00% per year (tiered by fund size) |
| Exit load | No separate exit load; sale/repurchase spread (~BDT 0.30/unit, capped at 5% of sale price) | No separate exit load; sale/repurchase spread (~BDT 0.30/unit, capped at 5% of sale price) |
| Minimum (one time) | 500 units individual / 5,000 units institution (BDT 5,000 / BDT 50,000) | 500 units individual / 5,000 units institution (BDT 5,000 / BDT 50,000) |
| Star rating | Not yet rated | 3 of 5 in Growth funds |
Rolling returns, path risk, holdings overlap and a growth chart, on any period you choose.
Open CWT Community Bank Shariah Fund (CWTCBSF) · Open CWT Opportunities Fund (CWTOF)