1YTop 25% of the group
Rank 16 of 82 funds
Return +10.89%
1Y returns of 82 funds in the Moderate Allocation group, sorted from highest to lowest. This fund ranks 16No. 1 is LHTHAIESGX-LT +18.67%
BCAP Global Target Date 2050 Retirement Mutual Fund
Shows where this fund stands in its group. Not investment advice · Data as of 3 Nov 2026
BCAP-2050 RMF is a fund of funds that puts 98.39% into units of other funds, spread across several funds
This fundBCAP-2050 RMFThis fund's manager selects the funds and adjusts their weights. The funds it holds also charge their own fees
Over the past year it was in the top 25% of its group; over 5 years it returned +2.84% per year (Top 25% of the group)
No. 1 is LHTHAIESGX-LT +18.67%
Each bar is one fund in the AIMC Moderate Allocation group, sorted from highest to lowest return · Every share class is counted, and only funds with a full track record for the period are included · Calculated from NAV as of 3 Nov 2026
Past performance is not a guarantee of future results
| YTD | 1W | 2W | 1M | 3M | 6M | 1Y | 3Y | 5Y | MAX |
|---|---|---|---|---|---|---|---|---|---|
| +11.30% | −0.24% | −0.27% | −0.71% | +0.08% | +3.40% | +10.95% | +32.97% | +15.04% | +36.59% |
Total return over each period, matching the NAV chart periods · Not annualised
| Year | Jan |
|---|
Largest drawdown in the selected period −16.27% Previous peak 4 Nov 2021 (NAV 11.9797) → Trough 12 Oct 2022 (NAV 10.0312) · Back to the previous peak on 22 Aug 2025, after 2 years 10 months
Currently −1.74% from the peak NAV of 13.8999 (13 Aug 2026)
Over 5 years, BCAP-2050 RMF returned 0.35 per unit of volatility, ranking 7 of 49 funds · The highest is MIPLUS-G (0.99)
กองทุนมีนโยบายการลงทุนแบบผสม โดยจะลงทุนในทรัพย์สินทั้งในประเทศและต่างประเทศ ดังต่อไปนี้ Its largest holdings are กองทุนเปิดบีแคป ตราสารหนี้ระยะกลาง (BCAP-MFIX) 23.85% · INVESCO S&P 500 UCITS ETF ACC (SPXS LN) 18.65% · ISHARES CORE EM IMI ACC (EIMI LN) 11.40% (fact sheet 30 Sep 2026)
Risk level 6 of 8 (High risk). Since 9 Oct 2020, its NAV has fallen as much as −16.27% from its peak.
Actual total expense ratio (TER) 1.22% a year, against a ceiling of 2.14%. Management fee 0.86%. Front-end fee 0.00%. Back-end fee 1.00%. (Fact sheet 30 Sep 2026)
No. Gains or losses accumulate in the NAV, and investors receive their return when they redeem units
Past performance is not a guarantee of future results · Investing involves risk. Investors should understand the product's features, return conditions and risks before making an investment decision
Top 5 funds, as disclosed in the AMC fact sheet · What each fund holds is not shown yet · This fund's performance therefore depends on the funds it holds
No. 1 is tsp3-balancer +11.83% per year
No. 1 is MIPLUS-SSF +6.39% per year
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| 2026 | +2.8 | +3.3 | −3.2 | +4.7 | +2.7 | +0.7 | −0.1 | +1.7 | −0.9 | −1.2 | +0.5 | · | +11.3* |
| 2025 | +1.2 | +0.4 | −1.0 | +0.7 | +1.3 | +1.4 | +1.2 | +1.4 | +1.9 | +1.4 | −0.5 | +0.2 | +10.1 |
| 2024 | +0.8 | +2.1 | +3.0 | −0.5 | +0.9 | +0.7 | −0.3 | −1.1 | −0.4 | +0.3 | +1.3 | −1.8 | +5.0 |
| 2023 | +1.7 | +0.6 | −0.6 | −0.9 | −0.8 | +3.5 | +1.1 | −1.4 | −1.1 | −3.7 | +3.4 | +1.6 | +3.3 |
| 2022 | −4.4 | −1.8 | +0.6 | −3.2 | +0.3 | −3.3 | +3.5 | −1.3 | −4.9 | +1.4 | +1.8 | −1.8 | −12.5 |
Minimum first purchase 500 THB, subsequent purchases 500 THB. Buy orders accepted until 15:30, sell orders until 15:30, and redemption proceeds are paid T+4
BCAP-2050 RMF is a retirement mutual fund (RMF). You can buy up to 30% of your assessable income, capped at 500,000 THB a year together with other retirement funds. You must hold it for at least 5 years and can sell only once you turn 55. Check the latest conditions with the Revenue Department before investing