Pick 2–10 funds, stocks or ETFs to see their returns, risk, costs and highlights on one page
| Fund | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| SCBBLNE | +0.88% | −3.00% | −3.51% | −7.71% | −3.49% | +3.58% | −0.87% | +55.82% | +66.03% |
| SCBDJI(A) | +5.14% | −1.28% | −1.57% | +0.74% | −3.41% | +2.68% | +6.81% | +41.26% | +40.42% |
| PRINCIPAL USEQ-C | +5.92% | −2.63% | −2.76% | −4.02% | −1.57% | +4.23% | +3.81% | +45.18% | +42.82% |
* 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
| SCBDJI(A) | PRINCIPAL USEQ-C | |
|---|---|---|
| Held by both | ||
 Microsoft | 5.95% | 5.56% |
 Visa | 4.17% | 4.33% |
 Alphabet (Google) | 3.99% | 5.29% |
 Apple | 3.86% | 7.12% |
| Only in SCBDJI(A) | ||
| The Goldman Sachs Group | 10.44% | N/A |
 Caterpillar | 9.40% | N/A |
 Amgen | 4.89% | N/A |
 Unitedhealth Group | 4.26% | N/A |
| Only in PRINCIPAL USEQ-C | ||
 NVIDIA | N/A | 8.10% |
 Micron | N/A | 4.65% |
 Costco | N/A | 4.54% |
 Mastercard | N/A | 4.51% |
30 Dec 2025 → 3 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| PRINCIPAL USEQ-C | +5.92% | 12.20% | 0.49 |
| SCBDJI(A) | +5.14% | 12.01% | 0.43 |
| SCBBLNE | +0.88% | 21.87% | 0.04 |
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 | SCBBLNE | SCBDJI(A) | PRINCIPAL USEQ-C |
|---|---|---|---|
Fund details | |||
| Fund size | 14.10 million | 374 million | 145 million |
| Inception date | 24 Jul 2015 | 8 Apr 2021 | 17 Sep 2021 |
| Master fund | Self-managed | SPDR Dow Jones Industrial Average ETF Trust | Principal U.S. Mega-Cap ETF |
| Dividend policy | Does not pay | Does not pay | Does not pay |
Risk and currency hedging | |||
| Risk level | 6 | 6 | 6 |
| Hedging policy | Almost fully hedged | Almost fully hedged | Hedged at the manager's discretion |
| Share hedged | 99.15% | 99.84% | 73.60% |
Minimum purchase and redemption | |||
| First purchase | 1 THB | 1,000 THB | 1 THB |
| Subsequent purchase | 1 THB | 1,000 THB | 1 THB |
| Redemption (amount) | 1 THB | 1,000 THB | No minimum |
| Redemption (units) | No minimum | No minimum | No minimum |
| Balance (amount) | 1 THB | 1,000 THB | No minimum |
| Balance (units) | No minimum | No minimum | No minimum |
Order cut-off and redemption payment | |||
| Buy before | 15:30 | 15:30 | 15:30 |
| Redeem before | 15:30 | 15:30 | 15:00 |
| Redemption paid | T+2 | T+2 | T+4 |
