Pick 2–10 funds, stocks or ETFs to see their returns, risk, costs and highlights on one page
| Fund | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| UPINCM-N | −1.33% | +0.37% | +0.06% | +0.98% | −2.02% | −1.09% | −1.33% | +13.53% | +2.61% | +2.69% |
| KFCORE | +5.74% | −0.29% | −0.40% | −1.02% | +0.84% | +3.22% | +5.74% | +27.78% | +2.11% | +7.20% |
| SCBRMGW | +2.30% | −2.26% | −2.93% | −5.78% | −4.64% | −5.12% | +2.66% | +24.88% | −2.48% | +5.11% |
* 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
| KFCORE | SCBRMGW | |
|---|---|---|
| Held by both | ||
| 2.71% | 3.84% | |
| 2.55% | 3.45% | |
| 2.12% | 2.65% | |
| 1.80% | 1.78% | |
| Only in KFCORE | ||
| iShares Physical Gold ETC | 2.34% | N/A |
| Germany (Federal Republic of… | 2.23% | N/A |
| THE Schiehallion FD LTD Fund | 2.02% | N/A |
| Treasury Note 4.625 | 1.89% | N/A |
| Only in SCBRMGW | ||
| Treasury Note | N/A | 7.45% |
| N/A | 2.63% | |
| N/A | 1.34% | |
| N/A | 1.26% | |
30 Dec 2025 → 2 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| KFCORE | +5.74% | 8.25% | 0.70 |
| SCBRMGW | +2.30% | 13.46% | 0.17 |
| UPINCM-N | −1.33% | 3.02% | −0.44 |
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 | UPINCM-N | KFCORE | SCBRMGW |
|---|---|---|---|
Fund details | |||
| Fund size | 13.35 million | 793 million | 86.90 million |
| Inception date | 22 Jun 2016 | 29 Oct 2020 | 19 Sep 2012 |
| Master fund | กองทุนที่ลงทุนหลายกอง (Jupiter Global Fund - Jupiter Financials Con) | BGF ESG Multi-Asset Fund | กองทุนที่ลงทุนหลายกอง |
| Dividend policy | Does not pay | Does not pay | Does not pay |
Risk and currency hedging | |||
| Risk level | 6 | 5 | 5 |
| Hedging policy | Hedged at the manager's discretion | Hedged at the manager's discretion | Almost fully hedged |
| Share hedged | 90.96% | 94.33% | 99.45% |
Minimum purchase and redemption | |||
| First purchase | 0.01 THB | 500 THB | 1,000 THB |
| Subsequent purchase | 0.01 THB | 500 THB | 1,000 THB |
| Redemption (amount) | 0.01 THB | 500 THB | 1,000 THB |
| Redemption (units) | No minimum | 50 units | No minimum |
| Balance (amount) | No minimum | No minimum | 1,000 THB |
| Balance (units) | No minimum | 50 units | No minimum |
Order cut-off and redemption payment | |||
| Buy before | 15:30 | 15:30 | 15:30 |
| Redeem before | 14:00 | 14:30 | 15:30 |
| Redemption paid | T+5 | T+4 | T+5 |