Pick 2–10 funds, stocks or ETFs to see their returns, risk, costs and highlights on one page
| Fund | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| TFINTECH | −15.40% | +1.51% | −3.77% | −1.74% | −11.69% | −0.67% | −20.55% | +22.00% | −19.20% |
| MFTECH | −15.28% | −2.71% | −6.72% | −5.52% | −2.44% | −1.79% | −24.55% | +40.46% | −5.29% |
| LHUSFIN-E | −0.86% | +1.89% | +2.23% | +5.27% | −2.03% | +5.79% | +3.50% | +55.17% | +28.33% |
| SCBFINTECH(SSF) | −9.52% | −1.38% | −4.43% | −0.87% | +0.60% | +2.80% | −18.79% | +51.02% | +2.78% |
| KT-FINANCE-A | +7.92% | +0.47% | +1.52% | +2.16% | −0.44% | +11.51% | +10.86% | +53.41% | +50.82% |
* 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
| LHUSFIN-E | KT-FINANCE-A | |
|---|---|---|
| Held by both | ||
 JPMorgan Chase | 12.96% | 8.64% |
 Berkshire Hathaway | 13.67% | 5.56% |
| Wells Fargo & Co New | 3.57% | 3.47% |
 Visa | 9.02% | 3.18% |
 Morgan Stanley | 3.31% | 3.08% |
| Only in LHUSFIN-E | ||
 Mastercard | 6.57% | N/A |
 Bank of America | 5.22% | N/A |
| The Goldman Sachs Group | 3.86% | N/A |
 Citigroup | 3.20% | N/A |
| Only in KT-FINANCE-A | ||
 DBS Group | N/A | 4.57% |
 Mizuho | N/A | 4.17% |
 Interactive Brokers | N/A | 3.57% |
 Allianz | N/A | 3.37% |
30 Dec 2025 → 3 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| KT-FINANCE-A | +7.92% | 12.01% | 0.66 |
| LHUSFIN-E | −0.86% | 14.85% | −0.06 |
| SCBFINTECH(SSF) | −9.52% | 28.36% | −0.34 |
| MFTECH | −15.28% | 29.23% | −0.52 |
| TFINTECH | −15.40% | 26.85% | −0.57 |
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 | TFINTECH | MFTECH | LHUSFIN-E | SCBFINTECH(SSF) | KT-FINANCE-A |
|---|---|---|---|---|---|
Fund details | |||||
| Fund size | 109 million | 575 million | 3.87 million | 67.30 million | 1,160 million |
| Inception date | 30 Sep 2021 | 25 Feb 2021 | 29 Mar 2022 | 20 Aug 2021 | 29 Oct 2009 |
| Master fund | กองทุน BGF FinTech Fund | กองทุนที่ลงทุนหลายกอง (ARK Blockchain & Fintech Innovation) | iShares U.S. Financial Services ETF | กองทุน ARK Fintech Innovation ETF | Fidelity Funds – Global Financial Services Fund |
| Dividend policy | Does not pay | Does not pay | Does not pay | Pays | Does not pay |
Risk and currency hedging | |||||
| Risk level | 6 | 6 | 7 | 6 | 7 |
| Hedging policy | Hedged at the manager's discretion | Hedged at the manager's discretion | Hedged at the manager's discretion | Hedged at the manager's discretion | Hedged at the manager's discretion |
| Share hedged | 91.72% | 88.00% | 80.66% | 68.43% | 65.39% |
Minimum purchase and redemption | |||||
| First purchase | 1,000 THB | 1,000 THB | 500 THB | 1,000 THB | 1 THB |
| Subsequent purchase | 1,000 THB | 500 THB | 500 THB | 1,000 THB | 1 THB |
| Redemption (amount) | No minimum | No minimum | No minimum | No minimum | No minimum |
| Redemption (units) | No minimum | No minimum | No minimum | No minimum | No minimum |
| Balance (amount) | No minimum | No minimum | 100 THB | No minimum | No minimum |
| Balance (units) | 100 units | No minimum | No minimum | No minimum | No minimum |
Order cut-off and redemption payment | |||||
| Buy before | 15:30 | 15:30 | 15:30 | 15:30 | 15:30 |
| Redeem before | 15:30 | 15:00 | 15:30 | 15:30 | 15:30 |
| Redemption paid | T+5 | T+4 | T+2 | T+4 | T+4 |
