CWT Sadharan Bima Growth Fund

Growth+ dividends

Open-end growth mutual fund in Bangladesh, managed by CWT Asset Management Company. Tracked since Oct 2020, with dividends reinvested by default or taken as cash.

৳14.57NAV per unit
৳7 crFund size
5.8 yrsSince Oct 2020
+12.56%Per year, since launch

Latest collected NAV: 20 Jul 2026, from CWT Asset Management's website. Page last updated: 20 Jul 2026. NAVs are refreshed every day.

Historical returns

Total return reinvests every dividend. “Per year” is the annualized compound rate. The last column is the return on a fixed amount invested every month (SIP).

Return periodTotal returnPer yearMonthly SIP /yr
6 months+1.82%+3.67%+33.39%
1 year+17.02%+17.02%+20.65%
2 years+41.97%+19.15%+19.77%
3 years+29.93%+9.12%+15.18%
5 years+39.46%+6.88%+9.80%
Max (5.8 yrs)+97.42%+12.56%+9.46%

Figures as of 29 Jun 2026. Total return includes the fund’s cash dividends (about 14%/yr), reinvested by default.

Calculate your return

Just this fund. Set an amount, pick one-time or monthly, and choose a period.

Dividends
৳1,000 · Oct 2020৳1,975 · 29 Jun 2026

Total-return NAV rebased to your amount. Dividends are reinvested by default; switch to taken as cash above.

Fund details

Management fee2.50% down to 1.00% per year (tiered by fund size)
Early-exit feeNo separate exit load; sale/repurchase spread (~BDT 0.30/unit, capped at 5% of sale price)
Minimum investment500 units individual / 5,000 units institution (BDT 5,000 / BDT 50,000)
LiquidityOpen-end, redeemable weekly at NAV
Asset managerCWT Asset Management Company
SponsorSadharan Bima Corporation
TrusteeInvestment Corporation of Bangladesh (ICB)
CustodianBRAC Bank
Face valueBDT 10 per unit

What CWT Sadharan Bima Growth Fund holds

As of 31 Mar 2026

From the fund’s quarterly portfolio disclosure. Percentages by market value.

Asset mix
Listed equity 84.42%Cash at bank 13.29%Government treasury bond 1.53%Non-listed mutual fund unit 0.76%
Sector allocation
Bank38.48%
Pharmaceuticals & Chemicals18.29%
Engineering17.70%
Insurance5.24%
Telecommunication4.69%
Top holdings
BRAC Bank15.60%
Prime Bank10.54%
Marico Bangladesh10.13%
BSRM Steels9.29%
BSRM Limited8.41%
Jamuna Bank8.11%
Ibn Sina Pharmaceutical7.45%
Reliance Insurance5.24%
Robi Axiata4.69%
Pubali Bank4.23%
Square Pharmaceuticals0.71%

Its 5 largest holdings are 53.97% of the fund.

✓ Verified from CWT quarterly portfolio statement (31 Mar 2026). Holdings are disclosed quarterly, so they can lag the latest weekly NAV.

Questions about CWT Sadharan Bima Growth Fund

What kind of fund is CWT Sadharan Bima Growth Fund?
CWT Sadharan Bima Growth Fund is an open-end growth mutual fund in Bangladesh, managed by CWT Asset Management Company. You buy and redeem units at its weekly net asset value (NAV), and it has no fixed maturity.

What is the historical return of CWT Sadharan Bima Growth Fund?
Over roughly 5.8 years to 29 Jun 2026, CWT Sadharan Bima Growth Fund returned about +12.56% per year, as a total return with dividends reinvested. The figure changes with the period you choose, and past performance does not guarantee future results.

What are the fees for CWT Sadharan Bima Growth Fund?
CWT Sadharan Bima Growth Fund charges a management fee of 2.50% down to 1.00% per year (tiered by fund size). Its published NAV, and so every return shown, is already net of this fee.

Does CWT Sadharan Bima Growth Fund have an exit load?
No separate exit load; sale/repurchase spread (~BDT 0.30/unit, capped at 5% of sale price).

What is the minimum investment for CWT Sadharan Bima Growth Fund?
CWT Sadharan Bima Growth Fund has a one-time minimum of 500 units individual / 5,000 units institution (BDT 5,000 / BDT 50,000) and a monthly SIP from BDT 1,000/month.

Is CWT Sadharan Bima Growth Fund Shariah-compliant?
No. CWT Sadharan Bima Growth Fund is a conventional open-end fund, not Shariah-certified. ReturnKoto? has a one-tap filter to show only Shariah funds.

Compare CWT Sadharan Bima Growth Fund with other funds →
ExperimentalReturnKoto? ratingstill being calibrated

We are building a rules-based rating for each fund. It is experimental and still being calibrated, so treat it as one starting point for your own research rather than a verdict, and expect it to change as the method is refined. Every input is published on the ratings page so you can check it yourself.

3 of 513th of 17 growth funds

A rules-based score over the same fixed 3-year window every fund is measured on: return against its benchmark, downside deviation, worst drop and consistency, on a scale set for growth funds.

5-year rating: 3 of 5 over the same fixed 5-year window (5th of 15).

Return / year (3 yr)
+7.00%
Downside deviation
7.0%
Worst drop
-15%
Consistency
76%
Versus the market (DSEX)

Beta 0.50 · historically moved about 0.50% for each 1% move in the DSEX market index. DSEX explains roughly 25% of its month-to-month swings.

✓ Rules-based, measured from the fund’s own NAV history. How the rating will work.