1YBelow half the group
Rank 21 of 40 funds
Return +28.96%
1Y returns of 40 funds in the Equity Large Cap · ESG group, sorted from highest to lowest. This fund ranks 21No. 1 is T-ThaiESG-A +33.97%
Principal Equity ESG Fund
Shows where this fund stands in its group. Not investment advice · Data as of 3 Nov 2026
กองทุนจะลงทุนในหลักทรัพย์หรือทรัพย์สินที่จัดตั้งขึ้นตามกฎหมายไทยดังนี้ และมี net exposure ในทรัพย์สินที่ลงทุนดังกล่าว โดยเฉลี่ยในรอบปีบัญชีไม่น้อยกว่าร้อยละ 80 ของมูลค่าทรัพย์สินสุทธิของกองทุน (1) กองทุนมีนโยบายลงทุนในหุ้นที่เป็นหลักทรัพย์จดทะเบียนในตลาดหลักทรัพย์แห่งประเทศไทย (“SET”) บนกระดานหลัก…
Over the past year it trailed half its group; there is no rank for a longer period yet
No. 1 is T-ThaiESG-A +33.97%
Each bar is one fund in the AIMC Equity Large Cap · ESG 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 | MAX |
|---|---|---|---|---|---|---|---|
| +29.13% | −2.60% | −0.81% | +0.53% | −0.65% | +14.21% | +28.96% | +17.25% |
Total return over each period, matching the NAV chart periods · Not annualised
| Year | Jan | Feb | Mar | Apr | May | Jun |
|---|
Largest drawdown in the selected period −26.04% Previous peak 17 Oct 2024 (NAV 10.7503) → Trough 19 Jun 2025 (NAV 7.9507) · Back to the previous peak on 2 Jun 2026, after 11 months
Currently −3.00% from the peak NAV of 12.0880 (27 Oct 2026)
Over 1 year, PRINCIPAL EQESG-ThaiESG returned 2.08 per unit of volatility, ranking 10 of 19 funds · The highest is ES-DIVTHAIESGX-68A (2.69)
กองทุนจะลงทุนในหลักทรัพย์หรือทรัพย์สินที่จัดตั้งขึ้นตามกฎหมายไทยดังนี้ และมี net exposure ในทรัพย์สินที่ลงทุนดังกล่าว โดยเฉลี่ยในรอบปีบัญชีไม่น้อยกว่าร้อยละ 80 ของมูลค่าทรัพย์สินสุทธิของกองทุน (1) กองทุนมีนโยบายลงทุนในหุ้นที่เป็นหลักทรัพย์จดทะเบียนในตลาดหลักทรัพย์แห่งประเทศไทย (“SET”) บนกระดานหลัก…
Risk level 6 of 8 (High risk). Since 20 Dec 2023, its NAV has fallen as much as −26.04% from its peak.
Actual total expense ratio (TER) 2.84% a year, against a ceiling of 6.22%. Management fee 1.87%. Front-end fee 0.00%. Back-end fee 0.00%. (Fact sheet 30 Sep 2026)
It has a dividend policy but has not paid any dividends yet
Minimum first purchase 1,000 THB, subsequent purchases 1,000 THB. Buy orders accepted until 15:30, sell orders until 15:00, and redemption proceeds are paid T+3
They are share classes of the same fund and invest in the same assets. They differ only in each class's terms, such as dividend policy, fees or who can buy · PRINCIPAL EQESG-ThaiESG: pays dividends, TER 2.84% · PRINCIPAL EQESG-A: see the conditions in the prospectus · PRINCIPAL EQESG-C: see the conditions in the prospectus · PRINCIPAL EQESG-D: see the conditions in the prospectus · PRINCIPAL EQESG-E: see the conditions in the prospectus · PRINCIPAL EQESG-I: see the conditions in the prospectus · PRINCIPAL EQESG-R: see the conditions in the prospectus · PRINCIPAL EQESG-X: see the conditions in the prospectus
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
| Jul |
|---|
| Aug |
|---|
| Sep |
|---|
| Oct |
|---|
| Nov |
|---|
| Dec |
|---|
| Full year |
|---|
| 2026 | +3.4 | +13.1 | −4.2 | +0.9 | +3.1 | +4.6 | +6.0 | +0.8 | −2.3 | +2.3 | −0.8 | · | +29.1* |
| 2025 | −4.7 | −4.4 | −3.9 | +4.0 | −3.7 | −4.4 | +11.4 | −1.4 | +2.8 | +0.3 | −4.2 | +2.7 | −6.7 |
| 2024 | −5.0 | +2.6 | +0.7 | −0.2 | −2.2 | −3.3 | +1.6 | +2.2 | +7.0 | −1.1 | −3.0 | −2.6 | −3.6 |
| 2023 | · | · | · | · | · | · | · | · | · | · | · | +1.0 | +1.0* |