Al Baraka Bank Balanced Fund vs CIB Takamol Fund

Egyptian mutual fund comparison

Over the last year, Al Baraka Bank Balanced Fund returned ⁦+31.57%⁩ against ⁦+27.30%⁩ for CIB Takamol Fund (data as of 28 October 2026). The latest reported NAV is 299.26 EGP for Al Baraka Bank Balanced Fund (as of 22 October 2026) and 830.7 EGP for CIB Takamol Fund (as of 28 October 2026).

MetricAl Baraka Bank Balanced FundCIB Takamol Fund
Latest NAV299.26 EGP (as of 22 October 2026)830.7 EGP (as of 28 October 2026)
YTD return⁦+23.76%⁩⁦+19.79%⁩
1-month return—⁦-2.69%⁩
3-month return⁦-1.03%⁩⁦-1.22%⁩
1-year return⁦+31.57%⁩⁦+27.30%⁩
3-year return⁦+95.26%⁩⁦+132.58%⁩
5-year return⁦+181.07%⁩⁦+329.81%⁩
Fund typeBalanced FundBalanced Fund
Risk levelMediumMedium
Management fee⁦1.50%⁩—
Minimum subscription10 EGP—
Shariah-compliantNoNo
ManagerNaeem Financial Investments SAECI Capital Asset Management
IssuerAl Baraka Bank - EgyptCommercial International Bank - Egypt (CIB)
Inception year20102015

Return rows: the higher value is shown in bold. ‘—’ means the fund has not reported that figure. Source: fund manager disclosures.

Past performance does not guarantee future results. This comparison is informational only and is not investment advice.