Ekush First Unit Fund (EFUF) vs Ekush Growth Fund (EGF)

Over the last 5 years, as a one-time investment, Ekush Growth Fund (EGF) returned 8.43% a year and Ekush First Unit Fund (EFUF) returned 6.43% a year, both with cash dividends reinvested, based on NAV history through 24 Sep 2026.

Both figures are one-time (lump sum) total returns with cash dividends reinvested, measured over the same months from each fundโ€™s published NAV history. Past performance does not predict the future.

Ekush First Unit Fund (EFUF)Ekush Growth Fund (EGF)
TypeBalancedGrowth
Asset managerEkush Wealth Management Limited (Ekush)Ekush Wealth Management Limited (Ekush)
Fund size৳32 cr৳30 cr
Tracked sinceNov 2019Oct 2021
One-time, last 1 year+13.77%+14.52%
One-time, per year, last 3 years+11.86%+13.07%
One-time, per year, last 5 years+6.43%+8.43%
Management fee2.50% down to 1.00% per year (tiered by fund size)2.50% down to 1.00% per year (tiered by fund size)
Exit loadSIP cancelled before 3 years: up to 1%; otherwise noneSIP cancelled before 3 years: up to 1%; otherwise none
Minimum (one time)500 units individual / 5,000 units institutionBDT 5,000 individual / BDT 50,000 institution
Compare these two with the full tool

Rolling returns, path risk, holdings overlap and a growth chart, on any period you choose.

Open Ekush First Unit Fund (EFUF) · Open Ekush Growth Fund (EGF)