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% | +10.65% |
| SCBROBOA | +19.54% | −6.54% | −5.25% | −10.28% | +2.48% | +16.48% | +16.68% | +79.08% | +58.15% |
| KF-INCOME | +2.76% | −0.01% | −0.14% | −0.55% | −1.17% | +0.01% | +3.24% | +22.30% | +9.08% |
| UOBSGA-N | +0.86% | −0.11% | −0.63% | −2.00% | −1.46% | −0.12% | +1.66% | +29.77% | +14.69% |
* 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
| SCBROBOA | UOBSGA-N | |
|---|---|---|
| Held by both | ||
| 2.93% | 2.39% | |
| 3.35% | 1.59% | |
| 2.62% | 1.31% | |
| 3.46% | 0.87% | |
| Only in SCBROBOA | ||
| 3.79% | N/A | |
| 3.46% | N/A | |
| 3.10% | N/A | |
| 2.84% | N/A | |
| Only in UOBSGA-N | ||
| N/A | 2.53% | |
| N/A | 1.90% | |
| N/A | 1.40% | |
| N/A | 1.07% | |
30 Dec 2025 → 2 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| SCBROBOA | +19.54% | 23.76% | 0.82 |
| KF-INCOME | +2.76% | 5.82% | 0.47 |
| UOBSGA-N | +0.86% | 10.21% | 0.08 |
| 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 | SCBROBOA | KF-INCOME | UOBSGA-N |
|---|---|---|---|---|
Fund details | ||||
| Fund size | 13.35 million | 2,176 million | 944 million | 648 million |
| Inception date | 22 Jun 2016 | 5 Sep 2017 | 4 Dec 2014 | 18 Feb 2015 |
| Master fund | กองทุนที่ลงทุนหลายกอง (Jupiter Global Fund - Jupiter Financials Con) | กองทุนที่ลงทุนหลายกอง (PICTET – ROBOTICS) | JPMorgan Investment Funds - Global Income Fund | BGF Global Allocation Fund |
| Dividend policy | Does not pay | Does not pay | Does not pay | Does not pay |
Risk and currency hedging | ||||
| Risk level | 6 | 6 | 5 | 5 |
| 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 |
| Share hedged | 90.96% | 88.04% | 89.88% | 100.28% |
Minimum purchase and redemption | ||||
| First purchase | 0.01 THB | 1 THB | 50,000 THB | 0.01 THB |
| Subsequent purchase | 0.01 THB | 1 THB | 500 THB | 0.01 THB |
| Redemption (amount) | 0.01 THB | 1 THB | 500 THB | 0.01 THB |
| Redemption (units) | No minimum | No minimum | 50 units | No minimum |
| Balance (amount) | No minimum | 1 THB | No minimum | No minimum |
| Balance (units) | No minimum | No minimum | 50 units | No minimum |
Order cut-off and redemption payment | ||||
| Buy before | 15:30 | 15:30 | 15:30 | 15:30 |
| Redeem before | 14:00 | 15:30 | 14:30 | 14:00 |
| Redemption paid | T+5 | T+4 | T+4 | T+4 |