Ekush First Unit Fund (EFUF) vs LankaBangla 1st Balanced Unit Fund (LB1stBUF)

Over the last 5 years, as a one-time investment, Ekush First Unit Fund (EFUF) returned 6.47% a year and LankaBangla 1st Balanced Unit Fund (LB1stBUF) returned 1.64% 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 fundโ€™s published NAV history. Past performance does not predict the future.

Ekush First Unit Fund (EFUF)LankaBangla 1st Balanced Unit Fund (LB1stBUF)
TypeBalancedBalanced
Asset managerEkush Wealth Management Limited (Ekush)LankaBangla Asset Management Company Limited (LBAMCL)
Fund size৳31 cr৳37 cr
Tracked sinceNov 2019Nov 2016
One-time, last 1 year+13.99%+7.05%
One-time, per year, last 3 years+11.93%+5.47%
One-time, per year, last 5 years+6.47%+1.64%
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 loadSIP cancelled before 3 years: up to 1%; otherwise noneNo exit fee; partial surrender allowed
Minimum (one time)500 units individual / 5,000 units institution500 units individual / 5,000 units institution
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