EDGE High Quality Income Fund

Income+ dividends

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

৳13.47NAV per unit
৳71 crFund size
4.5 yrsSince Feb 2022
+9.69%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+4.82%+9.88%+10.67%
1 year+18.83%+18.83%+14.12%
2 years+32.00%+14.89%+14.51%
3 years+39.11%+11.63%+13.81%
Max (4.5 yrs)+50.47%+9.69%+11.39%

Figures as of 29 Jun 2026. Total return includes the fund’s cash dividends (about 7.7%/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 · Feb 2022৳1,505 · 29 Jun 2026

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

Fund details

Management fee1.00% per year
Early-exit fee1% if redeemed within 30 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 High Quality Income Fund holds

As of 31 Mar 2026

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

Asset mix
Treasury bills & bonds 43.01%FDR / term deposit 37.35%Preference shares 10.12%Cash at bank 3.75%Open-end mutual fund 3.56%Corporate bond 1.08%Other assets 1.13%
Largest holdings
Bank & NBFI term deposits (IDLC, IPDC)37.35%
Government treasury bills29.77%
Government treasury bonds (BGTB)13.24%
Renata preference shares10.12%
Ekush Stable Return Fund units3.56%
APSCL corporate bond1.08%

✓ 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 High Quality Income Fund

What kind of fund is EDGE High Quality Income Fund?
EDGE High Quality Income Fund is an open-end income 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 High Quality Income Fund?
Over roughly 4.5 years to 29 Jun 2026, EDGE High Quality Income Fund returned about +9.69% 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 High Quality Income Fund?
EDGE High Quality Income Fund charges a management fee of 1.00% per year. Its published NAV, and so every return shown, is already net of this fee.

Does EDGE High Quality Income Fund have an exit load?
1% if redeemed within 30 days; or up to 1% if a SIP is cancelled before 2 years; otherwise none.

What is the minimum investment for EDGE High Quality Income Fund?
EDGE High Quality Income 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 High Quality Income Fund Shariah-compliant?
No. EDGE High Quality Income Fund is a conventional open-end fund, not Shariah-certified. ReturnKoto? has a one-tap filter to show only Shariah funds.

Compare EDGE High Quality Income 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 5 income 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 income funds.

Return / year (3 yr)
+11.30%
Downside deviation
3.6%
Worst drop
-5%
Consistency
100%
Versus the market (DSEX)

Beta -0.01 · has moved largely independently of the DSEX market index (low correlation: it explains almost none of its month-to-month swings).

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