EDGE Al-Amin Shariah Consumer Fund (EDGEALAMIN) vs UCB AML First Mutual Fund

Over the last 3 years, EDGE Al-Amin Shariah Consumer Fund (EDGEALAMIN) returned 5.87% a year and UCB AML First Mutual Fund returned 2.55% 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 fundโ€™s published NAV history. Past performance does not predict the future.

EDGE Al-Amin Shariah Consumer Fund (EDGEALAMIN)UCB AML First Mutual Fund
TypeBalancedBalanced
Asset managerEDGE AMC Limited (EDGE)UCB Asset Management Limited (UCB AML)
Fund size৳13 cr৳22 cr
Tracked sinceSep 2022Apr 2021
Per year, 1 year+2.52%-1.59%
Per year, 3 years+5.87%+2.55%
Per year, 5 yearsNot enough history+1.11%
Management fee2.50% down to 1.00% per year (tiered by fund size)2.50% down to 1.00% per year (tiered by fund size)
Exit load1% if redeemed within 60 days; or up to 1% if a SIP is cancelled before 2 years; otherwise noneNot stated in prospectus
Minimum (one time)BDT 5,000 individual / BDT 50,000 institutionNot stated in prospectus
Star rating3 of 5 in Balanced funds2 of 5 in Balanced funds
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