LankaBangla Al-Arafah Shariah Unit Fund

BalancedShariah

Open-end balanced mutual fund in Bangladesh, Shariah-compliant, managed by LankaBangla Asset Management. Tracked since Jul 2019, with dividends reinvested by default or taken as cash.

৳10.01NAV per unit
৳29 crFund size
7.1 yrsSince Jul 2019
+3.22%Per year, since launch

Latest collected NAV: 20 Jul 2026, from LankaBangla 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+5.04%+10.33%+18.60%
1 year+7.24%+7.24%+11.11%
2 years+19.88%+9.49%+9.74%
3 years+5.18%+1.70%+6.56%
5 years+18.01%+3.37%+3.57%
Max (7.1 yrs)+24.80%+3.22%+4.63%

Figures as of 29 Jun 2026.

Calculate your return

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

Dividends
৳1,000 · Jul 2019৳1,248 · 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 exit fee; partial surrender allowed
Minimum investment500 units individual / 5,000 units institution
LiquidityOpen-end, redeemable weekly at NAV
Asset managerLankaBangla Asset Management
SponsorAl-Arafah Islami Bank Employees Gratuity Fund Trust
TrusteeInvestment Corporation of Bangladesh (ICB)
CustodianInvestment Corporation of Bangladesh (ICB)
Face valueBDT 10 per unit

What LankaBangla Al-Arafah Shariah Unit Fund holds

As of 31 Mar 2026

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

Asset mix
Listed equities 64.55%Sukuk (Islamic securities) 15.92%Mudaraba term deposit 15.12%Cash at bank 4.41%
Sector allocation
Pharmaceuticals & Chemicals31.05%
Telecommunication9.82%
Food & Allied8.15%
Cement5.00%
Miscellaneous4.70%
Fuel & Power4.60%
Bank1.23%
Tannery0.01%
Top holdings
Grameenphone9.82%
Beximco Pharmaceuticals8.77%
Olympic Industries8.15%
Renata preference shares7.72%
Marico Bangladesh5.06%
LafargeHolcim Bangladesh5.00%
The IBN SINA Pharmaceutical Industry4.77%
Renata4.72%

Its 5 largest holdings are 39.52% of the fund.

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

Questions about LankaBangla Al-Arafah Shariah Unit Fund

What kind of fund is LankaBangla Al-Arafah Shariah Unit Fund?
LankaBangla Al-Arafah Shariah Unit Fund is an Shariah-compliant open-end balanced mutual fund in Bangladesh, managed by LankaBangla Asset 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 LankaBangla Al-Arafah Shariah Unit Fund?
Over roughly 7.1 years to 29 Jun 2026, LankaBangla Al-Arafah Shariah Unit Fund returned about +3.22% 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 LankaBangla Al-Arafah Shariah Unit Fund?
LankaBangla Al-Arafah Shariah Unit 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 LankaBangla Al-Arafah Shariah Unit Fund have an exit load?
No exit fee; partial surrender allowed.

What is the minimum investment for LankaBangla Al-Arafah Shariah Unit Fund?
LankaBangla Al-Arafah Shariah Unit Fund has a one-time minimum of 500 units individual / 5,000 units institution and a monthly SIP from BDT 5,000/month.

Is LankaBangla Al-Arafah Shariah Unit Fund Shariah-compliant?
Yes. LankaBangla Al-Arafah Shariah Unit Fund is a Shariah-compliant fund, investing only in Islamically permissible ways under a Shariah supervisory board.

Compare LankaBangla Al-Arafah Shariah Unit 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.

2 of 57th 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.

5-year rating: 3 of 5 over the same fixed 5-year window (5th of 6).

Return / year (3 yr)
+0.90%
Downside deviation
6.5%
Worst drop
-19%
Consistency
64%
Versus the market (DSEX)

Beta 0.35 · historically moved about 0.35% for each 1% move in the DSEX market index. DSEX explains roughly 18% of its month-to-month swings.

Shariah rating

2 of 5 · 4th of 5 Shariah funds ReturnKoto? tracks, rated against each other. This is separate from its balanced-fund rating above.

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