EDGE High Quality Income Fund (EDGEHQIF) vs UCB Income Plus Fund
Over the last 3 years, as a one-time investment, UCB Income Plus Fund returned 13.87% a year and EDGE High Quality Income Fund (EDGEHQIF) returned 11.85% a year, both with cash dividends reinvested, based on NAV history through 24 Sep 2026.
Both figures are one-time (lump sum) 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.
| EDGE High Quality Income Fund (EDGEHQIF) | UCB Income Plus Fund | |
|---|---|---|
| Type | Income | Income |
| Asset manager | EDGE AMC Limited (EDGE) | UCB Asset Management Limited (UCB AML) |
| Fund size | ৳94 cr | ৳377 cr |
| Tracked since | Feb 2022 | Jul 2023 |
| One-time, last 1 year | +8.92% | +9.97% |
| One-time, per year, last 3 years | +11.85% | +13.87% |
| One-time, per year, last 5 years | Not enough history | Not enough history |
| Management fee | 1.00% per year | 0.70% per year |
| Exit load | 1% if redeemed within 30 days; or up to 1% if a SIP is cancelled before 2 years; otherwise none | Up to 1% if redeemed within 100 days or over 25% of holding |
| Minimum (one time) | BDT 5,000 individual / BDT 50,000 institution | 500 units individual / 5,000 units institution; SIP from BDT 5,000 |
Rolling returns, path risk, holdings overlap and a growth chart, on any period you choose.
Open EDGE High Quality Income Fund (EDGEHQIF) · Open UCB Income Plus Fund