Pick 2–10 funds, stocks or ETFs to see their returns, risk, costs and highlights on one page
| Fund | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| PERSISTENT | −2.63% | +3.71% | +3.52% | +13.01% | +10.29% | +27.10% | +4.25% | +96.64% | +211.12% | +198.16% |
| SCBINDEQ(A) | −7.82% | +4.93% | +4.44% | +5.07% | −4.18% | +7.00% | −12.49% | −3.49% | −24.37% | −25.27% |
| B-BHARATA | −8.42% | +3.65% | +2.92% | +3.27% | −3.50% | +0.24% | −13.16% | −0.64% | −2.06% | −2.44% |
* Fewer than 12 months: the year the fund started reporting NAV, or the current year
Counts only the top holdings with available data, not the whole portfolio · Pick a pair below for details
Excludes PERSISTENT: money market or bond funds, or no holdings data yet
| SCBINDEQ(A) | B-BHARATA | |
|---|---|---|
| Held by both | ||
 ICICI Bank | 6.00% | 7.31% |
 HDFC Bank | 4.37% | 6.60% |
 Eternal | 6.43% | 2.41% |
 Bharti Airtel | 3.27% | 2.06% |
| Only in SCBINDEQ(A) | ||
 Bajaj Finance | 5.72% | N/A |
| Titan | 4.16% | N/A |
 Coforge | 4.04% | N/A |
| Dixon Technologies (India) | 3.75% | N/A |
| Only in B-BHARATA | ||
 Reliance Industries | N/A | 4.05% |
 Infosys | N/A | 3.98% |
 AXIS BANK | N/A | 3.52% |
 Mahindra & Mahindra | N/A | 2.70% |
30 Dec 2025 → 4 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| PERSISTENT | −2.63% | 35.65% | −0.07 |
| SCBINDEQ(A) | −7.82% | 19.74% | −0.40 |
| B-BHARATA | −8.42% | 14.92% | −0.56 |
Sharpe here = annual return ÷ annual volatility, without deducting the risk-free rate, calculated from NAV over the selected period · Periods shorter than 1 year use the cumulative return instead of the annual return
| Drag a column header to reorder | PERSISTENT | SCBINDEQ(A) | B-BHARATA |
|---|---|---|---|
Fund details | |||
| Fund size | N/A | 290 million | 2,477 million |
| Inception date | N/A | 20 Oct 2021 | 14 Sep 2017 |
| Master fund | N/A | UTI Indian Dynamic Equity Fund | Nippon India Equity Fund |
| Dividend policy | N/A | Does not pay | Does not pay |
Risk and currency hedging | |||
| Risk level | N/A | 6 | 6 |
| Hedging policy | N/A | Hedged at the manager's discretion | Hedged at the manager's discretion |
| Share hedged | N/A | 85.29% | 49.56% |
Minimum purchase and redemption | |||
| First purchase | N/A | 1,000 THB | 500 THB |
| Subsequent purchase | N/A | 1,000 THB | 500 THB |
| Redemption (amount) | N/A | 1,000 THB | No minimum |
| Redemption (units) | N/A | No minimum | No minimum |
| Balance (amount) | N/A | 1,000 THB | No minimum |
| Balance (units) | N/A | No minimum | No minimum |
Order cut-off and redemption payment | |||
| Buy before | N/A | 14:30 | 15:30 |
| Redeem before | N/A | 14:30 | 15:30 |
| Redemption paid | N/A | T+6 | T+4 |
