LB Gratuity Opportunities Fund (LBGOF) vs LB Gratuity Wealth Builder Fund (LBGWBF)
Over the last 5 years, as a one-time investment, LB Gratuity Opportunities Fund (LBGOF) returned 5.51% a year and LB Gratuity Wealth Builder Fund (LBGWBF) returned 1.83% 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.
| LB Gratuity Opportunities Fund (LBGOF) | LB Gratuity Wealth Builder Fund (LBGWBF) | |
|---|---|---|
| Type | Balanced | Balanced |
| Asset manager | LankaBangla Asset Management Company Limited (LBAMCL) | LankaBangla Asset Management Company Limited (LBAMCL) |
| Fund size | ৳10 cr | ৳7 cr |
| Tracked since | Dec 2020 | Aug 2021 |
| One-time, last 1 year | +12.29% | +10.65% |
| One-time, per year, last 3 years | +6.41% | +1.37% |
| One-time, per year, last 5 years | +5.51% | +1.83% |
| 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 exit fee; partial surrender allowed | No exit fee; partial surrender allowed |
| Minimum (one time) | 500 units individual / 5,000 units institution | 500 units individual / 5,000 units institution |
Rolling returns, path risk, holdings overlap and a growth chart, on any period you choose.
Open LB Gratuity Opportunities Fund (LBGOF) · Open LB Gratuity Wealth Builder Fund (LBGWBF)