Looking to invest in EDGE Asset Management Limited mutual funds in Bangladesh? This comprehensive guide covers everything about EDGE AMC's mutual funds, including EDGE AMC Growth Fund, EDGE Bangladesh Mutual Fund, EDGE High-Quality Income Fund, and EDGE AL-AMIN Shariah Consumer Fund. Learn about their performance, NAV, returns, investment process, benefits, tax savings, and why EDGE AMC is one of Bangladesh's fastest-growing and most successful asset management companies with returns of 19.72% in 2025 while DSEX fell by 6%.
What Is EDGE Asset Management Company (EDGE AMC)?
EDGE Asset Management Company (EDGE AMC) is a premier and fastest-growing asset management company in Bangladesh, specializing in mutual fund management, wealth management services, and alternative investment funds. EDGE AMC has established itself as a leading player in Bangladesh's capital market with outstanding performance records, consistently outperforming market indices across all time frames.
Key Facts About EDGE Asset Management Company:
- Full Name: EDGE Asset Management Company (EDGE AMC)
- Business Focus: Mutual Funds, Alternative Investment Funds, Wealth Management Services
- Market Position: One of the fastest-growing and most successful asset management companies in Bangladesh
- 2025 Performance: EDGE AMC Growth Fund returned 19.72% while DSEX index returned negative 6%
- Investment Philosophy: Active management generating significant alpha in inefficient markets
- Track Record: 6-7 year track records with alpha of ~7% per year after all fees
- Management Approach: Professional fund management with disciplined diversification
- Transparency: Historical fund performance and portfolio holdings published on website
EDGE AMC's Mission and Vision:
EDGE AMC aims to deliver superior risk-adjusted returns through expert fund management, disciplined investment strategies, and transparency. The company focuses on building portfolios that create long-term value for investors who believe in consistency over quick gains, while protecting investors during market ups and downs.
EDGE AMC Mutual Fund Products: Complete Overview
EDGE Asset Management Company manages four distinct mutual fund products, each designed for different investor needs, risk profiles, and investment objectives:
- EDGE AMC Growth Fund
Type: Open-end Mutual Fund
Investment Profile: Equity-focused with high risk
Key Features:
- Predominantly equity and capital market instruments
- Focus on capital appreciation and long-term wealth creation
- High-risk, high-return investment strategy
- 85.31% invested in capital market instruments
- Rest held in money market instruments for liquidity
- Weekly NAV calculation and publication
- Tax benefits available up to BDT 500,000 for equity funds
- No lock-in period for open-ended structure
- Professional equity portfolio management
Performance Highlights:
- Inception Date: 02 August 2018
- Asset Under Management: BDT 205,664,456 (20.57 Crore)
- Net Asset Value (per unit): BDT 14.24
- Cumulative Return Since Inception: 92.10%
- Annualized Return Since Inception: 8.89%
- 1-Year Return (2025): +20.11%
- Fund Strategy: Equity & Fixed Income
- Risk Level: High
Investment Objective: Create sizeable, long-term wealth through capital appreciation from a portfolio of predominantly equity and capital market instruments.
Target Audience: Aggressive investors with high risk tolerance seeking maximum long-term capital appreciation
- EDGE Bangladesh Mutual Fund
Type: Open-end Mutual Fund
Investment Profile: Balanced portfolio with moderate risk
Key Features:
- Balanced mix of equity and fixed-income investments
- Suitable for moderate-risk investors seeking growth and income
- Diversification across multiple sectors
- 76.68% in Capital Market Securities (Listed)
- 9.20% Cash at Bank for safety and flexibility
- 7.44% Money Market Instruments
- 6.80% Non-listed Securities
- Weekly NAV calculation and publication
- Tax benefits available
- Fund withdrawal benefit with no lock-in period
- Regular returns with long-term capital appreciation
Performance Highlights:
- Inception Date: 05 September 2019
- Asset Under Management: BDT 344,165,034 (34.42 Crore)
- Net Asset Value (per unit): BDT 15.17
- Cumulative Return Since Inception: 83.10%
- Annualized Return Since Inception: 9.65%
- 1-Year Return (2025): +19.85%
- Fund Strategy: Equity & Fixed Income
- Risk Level: Moderate
Investment Objective: Build a portfolio that balances growth and stability, spreading investments across equities, cash, and other assets to manage risk and build steady returns for long-term value creation.
Target Audience: Both individuals and institutions seeking balanced growth with moderate risk tolerance
- EDGE High-Quality Income Fund
Type: Open-end Mutual Fund (Debt/Fixed-Income Fund)
Investment Profile: Low risk, fixed-income focused
Key Features:
- Primarily invests in fixed-income generating securities
- Portfolio of fixed and floating rate debt securities
- Fixed income generating open-ended mutual fund
- Invests in government, corporate entities, government-related issuers, and NGIOs based in Bangladesh
- Focus on regular, stable returns
- Completely avoids stock market volatility
- Tax efficiency with maximum TAX rebate delivery
- Weekly NAV calculation
- Low risk level
- Ideal for conservative investors
- Most cost-effective fixed income fund
- Management fee: 1% per annum
- Pays out 70% of annual realized earnings as cash dividends
Performance Highlights:
- Inception Date: 10 February 2022
- Asset Under Management: BDT 679,522,070 (67.95 Crore) - Largest among EDGE funds
- Net Asset Value (per unit): BDT 13.07
- Cumulative Return Since Inception: 47.30%
- Annualized Return Since Inception: 9.78%
- Fund Strategy: Fixed Income
- Risk Level: Low
- Initial Target Size: BDT 25 Crore
- Sponsor Contribution: 10% (BDT 2.5 Crore)
- Face Value: BDT 10 per unit
Investment Objective: Maximize investors' annual income through fixed-income generating securities while delivering maximum TAX rebate and saving 10%-15% TAX.
Custodian: Brac Bank Limited
Trustee: Sandhani Life Insurance Company Limited
Target Audience: Conservative investors seeking tax benefits, stable income, and capital preservation
- EDGE AL-AMIN Shariah Consumer Fund
Type: Shariah-compliant Mutual Fund
Investment Profile: High-risk, Islamic consumer sector focus
Key Features:
- 100% Shariah-compliant investments
- Follows Islamic investment principles strictly
- Focus on consumer sector companies
- Excludes non-halal industries (alcohol, gambling, pork, etc.)
- NAV calculation on business days
- Weekly NAV publication
- Tax benefits available
- Ethical and religious alignment
- Suitable for socially responsible investors
Performance Highlights:
- Inception Date: 11 September 2022
- Asset Under Management: BDT 138,828,753 (13.88 Crore)
- Net Asset Value (per unit): BDT 11.25
- Cumulative Return Since Inception: 15.70%
- Annualized Return Since Inception: 4.16%
- 1-Year Return (2025): +12.38%
- Fund Strategy: Shariah Equity
- Risk Level: High
Investment Objective: Deliver profit among investors in the form of dividend as well as capital appreciation, strictly adhering to Shariah principles with focus on consumer sector companies.
Target Audience: Investors seeking Islamic/shariah-compliant investment options with ethical alignment and consumer sector exposure
EDGE AMC Mutual Fund Performance Comparison (2026 Data)
EDGE AMC Growth Fund Performance:
- Annualized Return Since Inception: 8.89%
- Cumulative Return Since Inception: 92.10%
- Latest NAV: BDT 14.24 per unit
- Risk Level: High
- AUM: BDT 20.57 Crore
- Best For: Long-term capital appreciation
- Launch: August 2, 2018 (6+ years track record)
- 1-Year Return 2025: +20.11%
EDGE Bangladesh Mutual Fund Performance:
- Annualized Return Since Inception: 9.65%
- Cumulative Return Since Inception: 83.10%
- Latest NAV: BDT 15.17 per unit
- Risk Level: Moderate
- AUM: BDT 34.42 Crore
- Best For: Balanced growth with stability
- Launch: September 5, 2019 (6+ years track record)
- 1-Year Return 2025: +19.85%
EDGE High-Quality Income Fund Performance:
- Annualized Return Since Inception: 9.78%
- Cumulative Return Since Inception: 47.30%
- Latest NAV: BDT 13.07 per unit
- Risk Level: Low
- AUM: BDT 67.95 Crore (Largest fund)
- Best For: Tax benefits and stable income
- Launch: February 10, 2022 (4 years track record)
- Management Fee: 1% per annum (lowest)
- Dividend Payout: 70% of annual earnings
EDGE AL-AMIN Shariah Consumer Fund Performance:
- Annualized Return Since Inception: 4.16%
- Cumulative Return Since Inception: 15.70%
- Latest NAV: BDT 11.25 per unit
- Risk Level: High
- AUM: BDT 13.88 Crore
- Best For: Islamic investing with consumer sector focus
- Launch: September 11, 2022 (3+ years track record)
- 1-Year Return 2025: +12.38%
EDGE AMC 2025 Outstanding Performance:
EDGE AMC secured exceptional returns in 2025 while the broader market fell:
- EDGE AMC Growth Fund: +20.11% (1-year return)
- EDGE Bangladesh Mutual Fund: +19.85% (1-year return)
- EDGE AL-AMIN Shariah Consumer Fund: +12.38% (1-year return)
- DSEX Index: -6.69%
- DS30 Index: -2.16%
- DSES Index: -10.2%
EDGE AMC Growth Fund return of 19.72% in 2025 significantly outperformed DSEX index return of negative 6%, demonstrating exceptional active management alpha generation.
EDGE Fund Performance vs Market Indices:
EDGE Funds have trounced indices across all time frames:
- 1-Year Performance: All EDGE funds significantly outperformed falling indices
- Alpha Generation: ~7% per year after all fees for funds with 6-7 year track records
- Active Management: Successfully generates significant alpha in highly inefficient markets
- Quality Focus: High-quality names outperformed vs low-quality junk stocks
EDGE AMC Portfolio Asset Allocation:
EDGE Bangladesh Mutual Fund Portfolio Breakdown:
- 76.68% — Capital Market Securities (Listed)
- 9.20% — Cash at Bank (safety and flexibility)
- 7.44% — Money Market Instruments
- 6.80% — Non-listed Securities
EDGE AMC Growth Fund Portfolio:
- 85.31% — Capital Market Instruments
- Rest in Money Market Instruments for liquidity
EDGE Bangladesh Mutual Fund Balanced Approach:
- Invests mostly in strong, listed companies
- Keeps portion in cash and short-term instruments for safety
- Balanced mix helps fund grow steadily while managing risks carefully
- Focuses on building portfolio for long-term value creation
- Stays disciplined and diversified
- Protects investors during market ups and downs
Why Should You Invest in EDGE AMC Mutual Funds?
Investing in mutual funds managed by EDGE Asset Management Company provides the following benefits:
Benefit 1: Exceptional Performance and Alpha Generation
- EDGE AMC returned 19.72% in 2025 while DSEX fell 6%
- All EDGE funds outperformed falling market indices in 2025
- Alpha of ~7% per year after all fees for funds with 6-7 year track records
- Active management generates significant alpha in inefficient markets
- Good quality names outperformed low-quality junk stocks
- Consistent outperformance across all time frames
Benefit 2: Tax Savings and Tax Rebates
- Enjoy substantially higher annual tax rebates up to BDT 75,000 for debt funds
- Tax rebate up to BDT 500,000 for equity funds
- 15% of investment amount as tax rebate (subject to limits)
- EDGE High-Quality Income Fund delivers maximum TAX rebate
- Optimize tax efficiency and maximize overall returns
- Make tax planning part of investment strategy
Benefit 3: Diversification of Portfolio
- Advantages of investment across multiple sectors
- Diversification reduces single-sector risk
- Exposure to telecommunications, pharmaceuticals, financial services, energy, consumer goods, and more
- Balanced risk through portfolio spread
- Professional fund managers select diversified holdings
- Avoid concentration risk of direct stock investing
- EDGE Bangladesh Mutual Fund spreads investments across 76.68% listed securities, 9.20% cash, 7.44% money market, 6.80% non-listed
Benefit 4: Higher Risk-Adjusted Returns
- EDGE focuses on risk-adjusted returns
- Balance return generation with capital preservation
- Expert fund management optimizes returns for given risk level
- Consistent performance during market volatility
- EDGE High-Quality Income Fund returns 9.78% with low risk
- Better returns than bank DPS and Sanchayapatra
- Strong alpha generation even in falling markets
Benefit 5: Transparency
- Historical fund performance published on website
- Portfolio holdings publicly available
- NAV published regularly
- Regular fund performance reports
- Clear investment prospectus
- BSEC-regulated with compliance audits
- Full disclosure of all investment strategies
Benefit 6: Liquidity
- You can liquidate your investment in EDGE mutual funds fully or partially anytime
- Sell directly units to EDGE AMC at prevailing NAV
- No lock-in period for open-ended funds
- No additional charge or penalty on early liquidation
- Quick access to your money
- Superior liquidity compared to Sanchayapatra
Benefit 7: Professional Fund Management
- Expert fund management team with years of experience
- Professional approach to portfolio management
- Research-driven investment decisions
- Active risk management
- EDGE's reputation as fastest-growing AMC
- Disciplined diversification approach
- Long-term value creation focus
Benefit 8: Affordability
- Low minimum investment accessible to retail investors
- Open-ended structure allows flexible investment amounts
- Monthly investment options available
- Accessible entry point for all income levels
Benefit 9: Regular Income
- EDGE High-Quality Income Fund pays 70% of annual earnings as cash dividends
- Most funds distribute dividends annually
- Income generation through bond coupons
- Dividend distributions provide cash flow
Benefit 10: Capital Appreciation
- Long-term wealth creation potential
- EDGE AMC Growth Fund focused on capital appreciation
- NAV growth over time
- Cumulative returns of 92.10% (Growth Fund) and 83.10% (Bangladesh Fund)
Benefit 11: Regulatory Protection
- BSEC regulation ensures investor protection
- Regular compliance audits
- Strong regulatory framework
- Trustee oversight (Sandhani Life Insurance)
- Custodian protection (Brac Bank)
Benefit 12: Cost Efficiency
- EDGE High-Quality Income Fund most cost-effective fixed income fund
- Management fee only 1% per annum (lowest in industry)
- Lower fees mean higher net returns for investors
Who Should Invest in EDGE AMC Mutual Funds?
Ideal For:
- Conservative Investors
- EDGE High-Quality Income Fund for stable returns
- 9.78% annual return with low risk
- Capital preservation focus
- Fixed-income securities
- Growth-Oriented Investors
- EDGE AMC Growth Fund for equity exposure
- 8.89% annualized return with high risk
- Long-term wealth creation
- 20.11% return in 2025
- Balanced Investors
- EDGE Bangladesh Mutual Fund for balanced approach
- 9.65% annualized return with moderate risk
- Professional risk management
- 19.85% return in 2025
- Retirees
- Regular income through dividends
- EDGE High-Quality Income Fund 70% dividend payout
- Lower volatility than stocks
- Stable fixed-income returns
- Young Professionals
- Start with EDGE AMC Growth Fund
- Long-term wealth creation
- Compounding benefits
- High return potential
- Institutional Investors
- Large corpus management
- Professional portfolio handling
- EDGE Bangladesh Mutual Fund AUM 34.42 Crore
- Diversified institutional-grade portfolio
- Non-Resident Bangladeshis
- NRB eligible for EDGE mutual funds
- Invest from abroad
- Participate in Bangladesh market
- Shariah-Conscious Investors
- EDGE AL-AMIN Shariah Consumer Fund 100% Islamic
- Ethical investment principles
- Consumer sector focus
- 12.38% return in 2025
- Tax-Savvy Investors
- Maximum tax rebate optimization
- Up to BDT 75,000 for debt funds
- Up to BDT 500,000 for equity funds
- Reduce tax liability legally
- Quality-Focused Investors
- EDGE focuses on high-quality names
- Outperformed low-quality junk stocks
- High ROIC companies
- Strong moats and growth potential
EDGE AMC Mutual Fund Investment Process
Step-by-Step Investment Guide:
Step 1: Choose Your Fund
Decide which EDGE AMC mutual fund matches your investment goals:
- For long-term capital appreciation: EDGE AMC Growth Fund
- For balanced growth with stability: EDGE Bangladesh Mutual Fund
- For tax benefits and stable income: EDGE High-Quality Income Fund
- For Islamic investing with consumer focus: EDGE AL-AMIN Shariah Consumer Fund
Step 2: Open Account
- Visit EDGE Asset Management Company office
- Complete account opening form
- Provide required documents:
- NID (National Identity Card) copy
- BO (Beneficiary Owner) account number
- Bank account information
- Photograph
- Submit completed application
Step 3: Choose Investment Amount
- Minimum investment varies by fund
- Decide lump sum or regular investment
- Flexible investment amounts for open-ended funds
Step 4: Submit Investment Application
- Fill mutual fund investment application
- Attach payment details
- Submit to EDGE AMC office
- Get application confirmation
Step 5: Make Payment
- Transfer investment amount to EDGE AMC mutual fund account
- Use bank transfer, cheque, or online payment
- Get payment receipt confirmation
- Ensure payment matches application amount
Step 6: Receive Unit Holdings
- Units allocated based on current NAV
- Receive unit certificate or electronic confirmation
- Track investment online
- NAV published regularly on website
Step 7: Monitor Performance
- Check NAV updates regularly
- Review fund performance reports on website
- Access portfolio holdings
- Track total returns including dividends
Step 8: Redeem When Needed
- Submit redemption request to EDGE AMC
- Receive money at current NAV
- No lock-in period
- No penalty on early liquidation
- Quick processing
Required Documents for EDGE AMC Mutual Fund Investment:
- National Identity Card (NID) copy
- BO Account number
- Bank account details
- Photograph
- Completed application form
- Payment proof
Investment Channels:
- Direct: Visit EDGE AMC office
- Online: Register on www.edgeamc.com for online investment
- Website: Check www.edgeamc.com/mutual-fund for fund details
EDGE AMC Contact Information:
- Website: www.edgeamc.com
- Mutual Fund Page: www.edgeamc.com/mutual-fund
- Location: Dhaka, Bangladesh
EDGE AMC Mutual Funds vs Other Investment Options
Comparison with Bank DPS:
EDGE AMC Mutual Funds:
- Returns: 8.89%-9.78% annually (up to 20.11% for equity)
- Tax Rebate: Up to BDT 75,000-500,000
- Liquidity: Redeem anytime no penalty
- Professional Management: Yes
- Diversification: High
- 2025 Performance: +19.72% while DSEX -6%
Bank DPS:
- Returns: 8%-9% annually
- Tax Rebate: Up to BDT 18,000 only
- Liquidity: Lock-in period penalty
- Professional Management: No
- Diversification: None
EDGE AMC Advantage: Higher returns, 4x tax rebate, superior liquidity, professional management
Comparison with Direct Stock Investing:
EDGE AMC Mutual Funds:
- Risk: Diversified lower risk
- Management: Professional fund managers
- Minimum Investment: Accessible
- Expertise Required: Minimal
- Time Required: Low
- 2025 Performance: Outperformed indices significantly
Direct Stocks:
- Risk: High concentration risk
- Management: Self-managed
- Minimum Investment: Higher
- Expertise Required: Significant
- Time Required: High
EDGE AMC Advantage: Professional management, diversification, lower risk, alpha generation
Comparison with Sanchayapatra:
EDGE AMC Mutual Funds:
- Safety: Moderate to high (especially Income Fund)
- Returns: 8.89%-9.78% (up to 20.11% equity)
- Liquidity: High (redeem anytime)
- Tax Rebate: Up to BDT 75,000-500,000
- Professional Management: Yes
- 2025: +19.72% while market fell
Sanchayapatra:
- Safety: Highest (government-backed)
- Returns: 10%-11%
- Liquidity: Low (lock-in)
- Tax Rebate: Up to BDT 75,000
- Professional Management: No
EDGE AMC Advantage: Better liquidity, professional management, alpha generation, similar tax benefits
EDGE AMC Key Performance Facts
Fact 1: Outstanding 2025 Performance
EDGE AMC Growth Fund returned 19.72% in 2025 while DSEX index returned negative 6%, demonstrating exceptional active management.
Fact 2: Alpha Generation
EDGE funds with 6-7 year track records have alpha of approximately 7% per year after all fees.
Fact 3: Market Outperformance
EDGE Funds trounced indices across all time frames, with all three equity funds significantly outperforming falling DSEX, DS30, and DSES indices in 2025.
Fact 4: Quality Focus
Good quality names outperformed low-quality junk stocks in 2025 as regulators clamped down on market manipulation and corruption.
Fact 5: Largest Fund
EDGE High-Quality Income Fund is the largest with AUM of BDT 67.95 Crore.
Fact 6: Lowest Fee
EDGE High-Quality Income Fund has management fee of only 1% per annum, making it the most cost-effective fixed income fund.
Fact 7: Highest Dividend Payout
EDGE High-Quality Income Fund pays out 70% of annual realized earnings as cash dividends.
Fact 8: Balanced Portfolio
EDGE Bangladesh Mutual Fund maintains balanced asset allocation: 76.68% listed securities, 9.20% cash, 7.44% money market, 6..80% non-listed.
Fact 9: Growth Fund Equity Exposure
EDGE AMC Growth Fund invested 85.31% in capital market instruments with rest in money market for liquidity.
Fact 10: Trustee and Custodian
Sandhani Life Insurance acts as trustee and Brac Bank as custodian for EDGE funds, providing investor protection.
Important Facts About EDGE AMC Mutual Funds
Fact 1: Fund Type
All EDGE AMC mutual funds are open-ended, providing maximum liquidity with no lock-in period and no penalty on early liquidation.
Fact 2: NAV Calculation
NAV is calculated regularly and published on www.edgeamc.com.
Fact 3: Minimum Investment
Flexible investment amounts for open-ended funds accessible to retail investors.
Fact 4: Tax Benefits
Equity mutual funds qualify for tax rebate up to BDT 500,000, while debt funds qualify up to BDT 75,000.
Fact 5: Professional Management
Expert fund management team with years of experience manages all EDGE AMC mutual funds.
Fact 6: Regulatory Oversight
All funds are BSEC-regulated with regular compliance audits and investor protection measures.
Fact 7: Diversification
EDGE funds invest across multiple sectors reducing concentration risk.
Fact 8: Transparency
Full portfolio disclosure, regular NAV updates, and performance reports available on website.
Fact 9: Withdrawal Benefit
Can liquidate investment fully or partially anytime by selling units to EDGE AMC at prevailing NAV with no penalty.
Fact 10: Track Record
EDGE AMC has 6-7 year track records with consistent alpha generation and market outperformance.
Key EDGE AMC Mutual Fund Features Summary
EDGE AMC Growth Fund:
- Annualized Return: 8.89% since inception
- Cumulative Return: 92.10% since inception
- Latest NAV: BDT 14.24 per unit
- Risk Level: High
- Best For: Long-term capital appreciation
- Launch: August 2, 2018
- AUM: BDT 20.57 Crore
- 1-Year Return 2025: +20.11%
- Equity Exposure: 85.31% capital market instruments
EDGE Bangladesh Mutual Fund:
- Annualized Return: 9.65% since inception
- Cumulative Return: 83.10% since inception
- Latest NAV: BDT 15.17 per unit
- Risk Level: Moderate
- Best For: Balanced growth with stability
- Launch: September 5, 2019
- AUM: BDT 34.42 Crore
- 1-Year Return 2025: +19.85%
- Portfolio: 76.68% listed, 9.20% cash, 7.44% money market, 6.80% non-listed
EDGE High-Quality Income Fund:
- Annualized Return: 9.78% since inception
- Cumulative Return: 47.30% since inception
- Latest NAV: BDT 13.07 per unit
- Risk Level: Low
- Best For: Tax benefits and stable income
- Launch: February 10, 2022
- AUM: BDT 67.95 Crore (Largest)
- Management Fee: 1% per annum (Lowest)
- Dividend Payout: 70% of annual earnings
- Custodian: Brac Bank
- Trustee: Sandhani Life Insurance
EDGE AL-AMIN Shariah Consumer Fund:
- Annualized Return: 4.16% since inception
- Cumulative Return: 15.70% since inception
- Latest NAV: BDT 11.25 per unit
- Risk Level: High
- Best For: Islamic investing with consumer focus
- Launch: September 11, 2022
- AUM: BDT 13.88 Crore
- 1-Year Return 2025: +12.38%
- Strategy: Shariah Equity
EDGE AMC 2025 Performance Highlights:
- EDGE AMC Growth Fund: +20.11%
- EDGE Bangladesh Mutual Fund: +19.85%
- EDGE AL-AMIN Shariah Consumer Fund: +12.38%
- DSEX Index: -6.69%
- DS30 Index: -2.16%
- DSES Index: -10.2%
- EDGE AMC Overall 2025 Return: 19.72%
Start Investing in EDGE AMC Mutual Funds Today
Ready to invest in EDGE AMC mutual funds? Here's your action plan:
Step 1: Choose Your Fund
- Long-term growth: EDGE AMC Growth Fund (8.89% annualized, 20.11% in 2025)
- Balanced growth: EDGE Bangladesh Mutual Fund (9.65% annualized, 19.85% in 2025)
- Tax benefits + income: EDGE High-Quality Income Fund (9.78% annualized, 1% management fee)
- Islamic investing: EDGE AL-AMIN Shariah Consumer Fund (12.38% in 2025)
Step 2: Open Account
- Visit EDGE AMC office
- Submit required documents (NID, BO account, bank details)
- Complete application form
Step 3: Start Investing
- Make payment
- Receive unit holdings
- Track NAV online
Step 4: Claim Tax Benefits
- Maintain investment proof
- Submit tax return with Form 24D
- Claim up to BDT 75,000 or BDT 500,000 rebate
Step 5: Monitor and Redeem
- Check NAV updates regularly
- Review performance reports on website
- Redeem anytime without penalty
Key Takeaways
- EDGE Asset Management Company manages 4 mutual funds: Growth Fund, Bangladesh Mutual Fund, High-Quality Income Fund, and AL-AMIN Shariah Consumer Fund
- EDGE AMC returned 19.72% in 2025 while DSEX fell 6%, demonstrating exceptional active management
- EDGE AMC Growth Fund annualized return 8.89% with 92.10% cumulative return since 2018 inception
- EDGE Bangladesh Mutual Fund annualized return 9.65% with 83.10% cumulative return since 2019 inception
- EDGE High-Quality Income Fund annualized return 9.78% with lowest management fee of 1% per annum
- EDGE AL-AMIN Shariah Consumer Fund focuses on consumer sector with 4.16% annualized return
- Latest NAVs: Growth Fund BDT 14.24, Bangladesh Fund BDT 15.17, Income Fund BDT 13.07, Shariah Fund BDT 11.25
- 2025 1-Year Returns: Growth Fund +20.11%, Bangladesh Fund +19.85%, Shariah Fund +12.38%, all outperforming falling indices
- Largest fund: EDGE High-Quality Income Fund with AUM BDT 67.95 Crore
- Tax rebate up to BDT 75,000 for debt funds, up to BDT 500,000 for equity funds
- All EDGE funds are open-ended with no lock-in period providing maximum liquidity
- Can liquidate investment fully or partially anytime without penalty
- EDGE Bangladesh Mutual Fund portfolio: 76.68% listed securities, 9.20% cash, 7.44% money market, 6.80% non-listed
- EDGE AMC Growth Fund invested 85.31% in capital market instruments
- EDGE High-Quality Income Fund pays 70% of annual earnings as cash dividends
- Sandhani Life Insurance is trustee and Brac Bank is custodian for EDGE funds
- Alpha of ~7% per year after all fees for funds with 6-7 year track records
- BSEC-regulated with investor protection measures
- Historical fund performance and portfolio holdings published on www.edgeamc.com
- Focus on high-quality names with high ROIC and strong moats
- Disciplined diversification protects investors during market volatility
EDGE AMC Mutual Funds: Your Path to Exceptional Wealth Creation in Bangladesh
EDGE Asset Management Company stands as one of Bangladesh's fastest-growing and most successful asset management companies, delivering exceptional returns that consistently outperform market indices. With 19.72% return in 2025 while DSEX fell 6%, EDGE AMC demonstrated the power of active management and alpha generation in inefficient markets.
EDGE AMC offers four distinct mutual fund products catering to diverse investor needs:
- EDGE AMC Growth Fund for long-term capital appreciation (8.89% annualized, 20.11% in 2025)
- EDGE Bangladesh Mutual Fund for balanced growth with stability (9.65% annualized, 19.85% in 2025)
- EDGE High-Quality Income Fund for tax benefits and stable income with lowest 1% management fee (9.78% annualized, largest AUM 67.95 Crore)
- EDGE AL-AMIN Shariah Consumer Fund for Islamic investing with consumer sector focus (12.38% in 2025)
Whether you seek aggressive growth, balanced returns, stable income, or Islamic investing, EDGE AMC has the right solution for you. With alpha generation of ~7% per year after fees, tax benefits up to BDT 500,000, maximum liquidity with no lock-in period, and professional fund management with transparency, EDGE AMC mutual funds provide the perfect investment solution for all investor types.
For the latest NAV updates, performance data, portfolio holdings, and investment guidance on EDGE AMC mutual funds, visit www.edgeamc.com/mutual-fund or www.edgeamc.com. Start your investment journey today with EDGE AMC and build your financial future with exceptional returns, professional management, and superior risk-adjusted performance.
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