LankaBangla 1st Balanced Unit Fund (LB1stBUF) vs LankaBangla Al-Arafah Shariah Unit Fund (LBASUF)

Over the last 5 years, as a one-time investment, LankaBangla 1st Balanced Unit Fund (LB1stBUF) returned 1.64% a year and LankaBangla Al-Arafah Shariah Unit Fund (LBASUF) returned 0.90% 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.

LankaBangla 1st Balanced Unit Fund (LB1stBUF)LankaBangla Al-Arafah Shariah Unit Fund (LBASUF)
TypeBalancedBalanced
Asset managerLankaBangla Asset Management Company Limited (LBAMCL)LankaBangla Asset Management Company Limited (LBAMCL)
Fund size৳37 cr৳29 cr
Tracked sinceNov 2016Apr 2018
One-time, last 1 year+7.05%+4.01%
One-time, per year, last 3 years+5.47%+1.18%
One-time, per year, last 5 years+1.64%+0.90%
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 loadNo exit fee; partial surrender allowedNo 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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