1YBetter than half the group
Rank 26 of 76 funds
Return +4.74%
1Y returns of 76 funds in the Conservative Allocation group, sorted from highest to lowest. This fund ranks 26No. 1 is K-BL30-ThaiESG +9.36%
K PLAN 2 FUND
Shows where this fund stands in its group. Not investment advice · Data as of 4 Nov 2026
K-PLAN2 combines several assets in one fund, such as stocks, bonds and cash, with the mix adjusted according to the fund's policy
Top 5 holdings per the AMC fact sheet · The weight of each asset can change as the fund manager adjusts the portfolio
Over the past year it beat half its group; over 5 years it returned +1.45% per year (Top 25% of the group)
No. 1 is K-BL30-ThaiESG +9.36%
Each bar is one fund in the AIMC Conservative Allocation group, sorted from highest to lowest return · Every share class is counted, and only funds with a full track record for the period are included · Calculated from NAV as of 4 Nov 2026
Past performance is not a guarantee of future results
| YTD | 1W | 2W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | MAX |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.50% | −1.04% | −0.88% | −1.75% | −1.63% | +0.82% | +4.74% | +10.79% | +7.47% | +14.94% | +24.69% |
Largest drawdown in the selected period −10.85% Previous peak 7 Nov 2019 (NAV 16.0764) → Trough 23 Mar 2020 (NAV 14.3329) · Back to the previous peak on 26 Nov 2020, after 8 months
Currently −2.12% from the peak NAV of 18.8365 (1 Jul 2026)
Over 5 years, K-PLAN2 returned 0.40 per unit of volatility, ranking 10 of 48 funds · The highest is M-CR (0.97)
กองทุนมีนโยบายที่จะลงทุนในตราสารแห่งทุน ตราสารแห่งหนี้ และหรือเงินฝาก รวมทั้งหลักทรัพย์หรือทรัพย์สินอื่นหรือการหาดอกผลโดยวิธีอื่นที่ไม่ขัดต่อกฎหมาย ก.ล.ต. โดยกองทุนจะลงทุนในหรือมีไว้ซึ่งตราสารแห่งทุนไม่เกินร้อยละ 30 ของมูลค่าทรัพย์สินสุทธิของกองทุน รวมทั้ง กองทุนสามารถลงทุนในต่างประเทศไม่เกินร้อยละ… Its largest holdings are Invesco Nasdaq 100 ETF 5.64% · พันธบัตร (CBF27614A) 4.55% · พันธบัตร (LB299A) 4.44% (fact sheet 30 Sep 2026)
Risk level 5 of 8 (Moderate to high risk). Since 29 Oct 2009, its NAV has fallen as much as −10.85% from its peak.
Actual total expense ratio (TER) 0.94% a year, against a ceiling of 2.35%. Management fee 0.80%. Front-end fee 0.50%. Back-end fee 0.00%. (Fact sheet 31 Aug 2026)
No. Gains or losses accumulate in the NAV, and investors receive their return when they redeem units
Minimum first purchase 500 THB, subsequent purchases 500 THB. Buy orders accepted until 15:30, sell orders until 15:30, and redemption proceeds are paid T+3
Past performance is not a guarantee of future results · Investing involves risk. Investors should understand the product's features, return conditions and risks before making an investment decision
No. 1 is MIX-D1585 +7.03% per year
No. 1 is MIX-D1585 +3.72% per year
| +84.37% |
Total return over each period, matching the NAV chart periods · Not annualised
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Full year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.9 | +2.6 | −1.9 | +2.8 | +2.4 | +0.5 | −0.6 | +0.3 | −0.2 | −0.8 | −0.6 | · | +5.5* |
| 2025 | −0.9 | −0.7 | −1.4 | +0.8 | +0.0 | +0.1 | +1.9 | +0.7 | +0.8 | +1.0 | −0.6 | −0.3 | +1.4 |
| 2024 | −0.2 | +0.8 | +1.0 | −0.4 | +0.1 | +0.3 | −0.4 | −0.2 | +0.9 | +0.4 | +0.2 | −0.4 | +2.1 |
| 2023 | +0.1 | −0.2 | −0.2 | −0.2 | −0.4 | +0.2 | +0.5 | +0.2 | −1.1 | −1.4 | +1.4 | +0.9 | −0.2 |
| 2022 | −0.9 | +0.2 | +0.1 | −1.0 | −0.1 | −1.2 | +0.1 | +0.9 | −2.2 | +0.3 | +1.4 | +0.6 | −1.6 |