EDGE Bangladesh Mutual Fund

Growth+ dividends

Open-end growth mutual fund in Bangladesh, managed by EDGE AMC. Tracked since Jul 2019, with dividends reinvested by default or taken as cash.

৳15.79NAV per unit
৳20 crFund size
7.1 yrsSince Jul 2019
+9.62%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+10.65%+22.44%+27.52%
1 year+15.88%+15.88%+19.84%
2 years+52.73%+23.58%+22.84%
3 years+44.03%+12.93%+18.92%
5 years+40.02%+6.96%+11.95%
Max (7.1 yrs)+90.19%+9.62%+11.11%

Figures as of 29 Jun 2026. Total return includes the fund’s cash dividends (about 3.6%/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 · Jul 2019৳1,902 · 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 fee2% 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 Bangladesh Mutual Fund holds

As of 30 Jun 2026

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

Asset mix
Listed equity 77.73%Preference shares 8.85%Cash at bank 5.34%Non-listed subordinated bond 4.83%Government treasury bond 3.25%
Top holdings
BRAC Bank20.90%
avg cost ৳33.78 · stmt mkt ৳65.50
BSRM Steels11.01%
avg cost ৳62.21 · stmt mkt ৳86.60
Beximco Pharmaceuticals10.01%
avg cost ৳98.53 · stmt mkt ৳140.60
Square Pharmaceuticals9.36%
avg cost ৳213.42 · stmt mkt ৳224.00
Marico Bangladesh9.16%
avg cost ৳2,341.47 · stmt mkt ৳2,771.20
Prime Bank9.01%
avg cost ৳25.17 · stmt mkt ৳30.00
Renata preference shares8.85%
avg cost ৳1,900.00 · stmt mkt ৳1,900.00
Jamuna Bank5.36%
avg cost ৳22.84 · stmt mkt ৳24.00
Eastern Bank2.91%
avg cost ৳22.87 · stmt mkt ৳24.90

Its 5 largest holdings are 60.44% of the fund.

What changed in the latest statement

31 Mar 2026 → 30 Jun 2026before now

+ Renata preference shares · new, 8.85%− Renata · no longer held
Marico Bangladesh13.24% → 9.16%
Beximco Pharmaceuticals6.47% → 10.01%
Square Pharmaceuticals11.36% → 9.36%
Prime Bank10.54% → 9.01%

Asset mix: Listed equity 81.52% → 77.73%; Cash at bank 2.63% → 5.34%; Government treasury bond is new (3.25%); Open-end mutual fund units exited (was 1.02%).

Its 5 largest holdings went from 66.00% to 60.44% of the fund.

Position sizes shift with both trading and market prices; both snapshots come from the fund manager’s own statements.

✓ Verified from EDGE AMC quarterly portfolio statement (30 Jun 2026). Holdings are disclosed quarterly, so they can lag the latest weekly NAV.

Questions about EDGE Bangladesh Mutual Fund

What kind of fund is EDGE Bangladesh Mutual Fund?
EDGE Bangladesh Mutual Fund is an open-end growth 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 Bangladesh Mutual Fund?
Over roughly 7.1 years to 29 Jun 2026, EDGE Bangladesh Mutual Fund returned about +9.62% 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 Bangladesh Mutual Fund?
EDGE Bangladesh Mutual 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 Bangladesh Mutual Fund have an exit load?
2% 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 Bangladesh Mutual Fund?
EDGE Bangladesh Mutual 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 Bangladesh Mutual Fund Shariah-compliant?
No. EDGE Bangladesh Mutual Fund is a conventional open-end fund, not Shariah-certified. ReturnKoto? has a one-tap filter to show only Shariah funds.

Compare EDGE Bangladesh Mutual 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.

5 of 52nd 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 (10th of 15).

Return / year (3 yr)
+11.90%
Downside deviation
5.5%
Worst drop
-9%
Consistency
92%
Versus the market (DSEX)

Beta 0.38 · historically moved about 0.38% for each 1% move in the DSEX market index. DSEX explains roughly 16% of its month-to-month swings.

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