1YBottom 25% of the group
Rank 76 of 76 funds
Return −1.56%
1Y returns of 76 funds in the Conservative Allocation group, sorted from highest to lowest. This fund ranks 76No. 1 is K-BL30-ThaiESG +9.36%
K WealthPLUS Light Fund
Shows where this fund stands in its group. Not investment advice · Data as of 4 Nov 2026
K-WPLIGHT is a fund of funds that puts 103.98% into units of other funds, spread across several funds
This fundK-WPLIGHTThis fund's manager selects the funds and adjusts their weights. The funds it holds also charge their own fees
Over the past year it was in the bottom 25% of its group; over 5 years it returned +0.39% per year (Below half 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 | MAX |
|---|---|---|---|---|---|---|---|---|---|
| −1.36% | −0.55% | −0.34% | −0.95% | −2.53% | −2.08% | −1.56% | +7.14% | +1.95% | +1.68% |
Total return over each period, matching the NAV chart periods · Not annualised
| Year | Jan |
|---|
Largest drawdown in the selected period −7.79% Previous peak 10 Sep 2021 (NAV 10.0392) → Trough 12 May 2022 (NAV 9.2570) · Back to the previous peak on 4 Jun 2025, after 3 years
Currently −4.04% from the peak NAV of 10.5964 (22 Jun 2026)
Over 5 years, K-WPLIGHT returned 0.11 per unit of volatility, ranking 29 of 48 funds · The highest is M-CR (0.97)
กองทุนจะลงทุนในหน่วยลงทุนของกองทุนรวม (กองทุนปลายทาง) ทั้งในและต่างประเทศ ตั้งแต่ 2 กองทุนขึ้นไป โดยเฉลี่ยในรอบปีบัญชีไม่น้อยกว่าร้อยละ 80 ของมูลค่าทรัพย์สินสุทธิของกองทุน ซึ่งกองทุนปลายทางดังกล่าวมีนโยบายลงทุนทั้งในตราสารทุน ตราสารหนี้ ทรัพย์สินทางเลือก และหรือหลักทรัพย์หรือทรัพย์สินอื่นใดตามที่กฎห… Its largest holdings are JPM Income Fund I (acc) - USD 23.91% · JPM Global Bond Opportunities I (acc) - USD 22.27% · JPM Aggregate Bond I (acc) - USD 21.08% (fact sheet 30 Sep 2026)
Risk level 5 of 8 (Moderate to high risk). Since 13 Aug 2021, its NAV has fallen as much as −7.79% from its peak.
Actual total expense ratio (TER) 0.71% a year, against a ceiling of 4.87%. Management fee 0.64%. Front-end fee 0.50%. Back-end fee 0.00%. (Fact sheet 1 Oct 2026)
No. Gains or losses accumulate in the NAV, and investors receive their return when they redeem units
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
Top 5 funds, as disclosed in the AMC fact sheet · What each fund holds is not shown yet · This fund's performance therefore depends on the funds it holds
No. 1 is MIX-D1585 +7.03% per year
No. 1 is MIX-D1585 +3.72% per year
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| 2026 | +0.2 | +0.7 | −2.6 | +2.5 | +1.7 | +0.0 | −2.2 | +1.0 | −1.7 | −0.8 | −0.0 | · | −1.4* |
| 2025 | +0.5 | +0.2 | −0.4 | +0.1 | +1.0 | +1.7 | −0.1 | +0.9 | +0.6 | −0.0 | −0.2 | −0.1 | +4.2 |
| 2024 | +0.1 | +1.0 | +0.7 | −0.5 | +0.4 | +0.6 | +0.1 | −0.1 | +0.2 | +0.3 | +0.8 | −0.7 | +2.9 |
| 2023 | +0.7 | −0.5 | +0.4 | −0.0 | −0.5 | +0.7 | +0.7 | −0.5 | −0.7 | −0.7 | +1.1 | +0.7 | +1.4 |
| 2022 | −2.7 | +0.4 | −0.5 | −1.9 | −0.2 | −0.7 | +0.9 | +0.7 | −1.3 | +0.3 | +1.3 | −0.4 | −4.1 |
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+5