EDGE Al-Amin Shariah Consumer Fund

BalancedShariah+ dividends

Open-end balanced mutual fund in Bangladesh, Shariah-compliant, managed by EDGE AMC. Tracked since Sep 2022, with dividends reinvested by default or taken as cash.

৳11.37NAV per unit
৳14 crFund size
3.9 yrsSince Sep 2022
+4.36%Per year, since launch

Latest collected NAV: 20 Jul 2026, from EDGE AMC'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+1.70%+3.43%+1.89%
1 year+7.38%+7.38%+5.51%
2 years+21.19%+10.09%+8.22%
3 years+16.25%+5.15%+7.34%
Max (3.9 yrs)+17.77%+4.36%+6.02%

Figures as of 29 Jun 2026. Total return includes the fund’s cash dividends (about 3.5%/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 · Sep 2022৳1,178 · 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 fee1% if redeemed within 60 days; or up to 1% if a SIP is cancelled before 2 years; otherwise none
Minimum investmentBDT 5,000 individual / BDT 50,000 institution
LiquidityOpen-end, redeemable weekly at NAV
Asset managerEDGE AMC
SponsorEDGE AMC
TrusteeSandhani Life Insurance
CustodianBRAC Bank
Face valueBDT 10 per unit

What EDGE Al-Amin Shariah Consumer Fund holds

As of 31 Mar 2026

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

Asset mix
Listed equity 61.87%Non-listed Sukuk 21.19%Mudaraba term deposit 13.70%Cash at bank 2.21%Other assets 1.03%
Sector allocation
Pharmaceuticals37.69%
Consumer18.04%
Other equities4.86%
Telco1.28%
Top holdings
Marico Bangladesh18.04%
Square Pharmaceuticals15.91%
The IBN SINA Pharmaceutical Industry12.14%
Beximco Pharmaceuticals7.87%
Berger Paints Bangladesh4.86%
Renata1.77%
Grameenphone1.28%

Its 5 largest holdings are 58.82% of the fund.

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

Questions about EDGE Al-Amin Shariah Consumer Fund

What kind of fund is EDGE Al-Amin Shariah Consumer Fund?
EDGE Al-Amin Shariah Consumer Fund is an Shariah-compliant open-end balanced mutual fund in Bangladesh, managed by EDGE AMC. You buy and redeem units at its weekly net asset value (NAV), and it has no fixed maturity.

What is the historical return of EDGE Al-Amin Shariah Consumer Fund?
Over roughly 3.9 years to 29 Jun 2026, EDGE Al-Amin Shariah Consumer Fund returned about +4.36% 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 EDGE Al-Amin Shariah Consumer Fund?
EDGE Al-Amin Shariah Consumer 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 EDGE Al-Amin Shariah Consumer Fund have an exit load?
1% if redeemed within 60 days; or up to 1% if a SIP is cancelled before 2 years; otherwise none.

What is the minimum investment for EDGE Al-Amin Shariah Consumer Fund?
EDGE Al-Amin Shariah Consumer Fund has a one-time minimum of BDT 5,000 individual / BDT 50,000 institution and a monthly SIP from BDT 1,000/month.

Is EDGE Al-Amin Shariah Consumer Fund Shariah-compliant?
Yes. EDGE Al-Amin Shariah Consumer Fund is a Shariah-compliant fund, investing only in Islamically permissible ways under a Shariah supervisory board.

Compare EDGE Al-Amin Shariah Consumer 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 53rd of 8 balanced 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 balanced funds.

Stars capped at 3: over this window its return did not beat both of its yardsticks, the 91-day T-bill and (for equity funds) the DSEX index.

Return / year (3 yr)
+5.60%
Downside deviation
4.2%
Worst drop
-9%
Consistency
84%
Versus the market (DSEX)

Beta 0.35 · historically moved about 0.35% for each 1% move in the DSEX market index. DSEX explains roughly 56% of its month-to-month swings.

Shariah rating

3 of 5 · 1st of 5 Shariah funds ReturnKoto? tracks, rated against each other. This is separate from its balanced-fund rating above. Stars are capped at 3 here too, because its return has not beaten the 91-day T-bill in any window.

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