Ekush Growth Fund

Growth+ dividends

Open-end growth mutual fund in Bangladesh, managed by Ekush Wealth Management. Tracked since Feb 2022, with dividends reinvested by default or taken as cash.

৳13.89NAV per unit
৳28 crFund size
4.5 yrsSince Feb 2022
+10.22%Per year, since launch

Latest collected NAV: 20 Jul 2026, from Ekush Wealth 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+10.68%+22.49%+34.74%
1 year+20.53%+20.53%+26.17%
2 years+51.11%+22.93%+23.02%
3 years+49.34%+14.30%+19.34%
Max (4.5 yrs)+53.69%+10.22%+14.55%

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 · Feb 2022৳1,537 · 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 feeSIP cancelled before 3 years: up to 1%; otherwise none
Minimum investmentBDT 5,000 individual / BDT 50,000 institution
LiquidityOpen-end, redeemable weekly at NAV
Asset managerEkush Wealth Management
SponsorEkush Wealth Management
TrusteeSandhani Life Insurance
CustodianBRAC Bank
Face valueBDT 10 per unit

What Ekush Growth Fund holds

As of 31 Mar 2026

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

Asset mix
Listed equity 75.39%Closed-end mutual funds 9.24%Preference shares 6.35%Cash at bank 5.20%Open-end mutual fund 2.13%Term deposit 1.69%
Sector allocation
Bank32.42%
Pharmaceuticals28.02%
Closed-end mutual fund9.24%
Engineering7.28%
Miscellaneous4.81%
Cement2.83%
Fuel & power0.02%
Top holdings
Beximco Pharmaceuticals12.36%
Prime Bank10.97%
BRAC Bank9.59%
Square Pharmaceuticals8.96%
BSRM Steels7.28%
SEML Lecture Equity Mgmt Fund6.38%
Renata preference shares6.35%
Marico5.58%
Bank Asia5.06%
Bangladesh Shipping Corporation4.81%

Its 5 largest holdings are 49.16% of the fund.

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

Questions about Ekush Growth Fund

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

What is the historical return of Ekush Growth Fund?
Over roughly 4.5 years to 29 Jun 2026, Ekush Growth Fund returned about +10.22% 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 Ekush Growth Fund?
Ekush 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 Ekush Growth Fund have an exit load?
SIP cancelled before 3 years: up to 1%; otherwise none.

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

Compare Ekush 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.

5 of 51st 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.

Return / year (3 yr)
+13.00%
Downside deviation
3.8%
Worst drop
-5%
Consistency
92%
Versus the market (DSEX)

Beta 0.49 · historically moved about 0.49% for each 1% move in the DSEX market index. DSEX explains roughly 52% of its month-to-month swings.

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