南方中证500 ETF SIP Calculator
Calculate historical returns and project future compounding for 南方中证500 ETF. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
中国中盘成长指数
AUM
¥1,260 亿元
Expense Ratio
0.50%
Fund Manager
罗文杰
南方中证500 ETF Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 9.8% CAGR | 5 Years @ 1.0% CAGR | 10 Years @ 2.2% CAGR |
|---|---|---|---|
| ¥200/mo | ¥8,406 Invested: ¥7,200 | ¥12,310 Invested: ¥12,000 | ¥26,853 Invested: ¥24,000 |
| ¥500/mo | ¥21,014 Invested: ¥18,000 | ¥30,775 Invested: ¥30,000 | ¥67,131 Invested: ¥60,000 |
| ¥1,000/mo | ¥42,029 Invested: ¥36,000 | ¥61,550 Invested: ¥60,000 | ¥134,263 Invested: ¥120,000 |
| ¥2,000/mo | ¥84,058 Invested: ¥72,000 | ¥123,101 Invested: ¥120,000 | ¥268,525 Invested: ¥240,000 |
| ¥5,000/mo | ¥210,144 Invested: ¥180,000 | ¥307,751 Invested: ¥300,000 | ¥671,313 Invested: ¥600,000 |
* Projections calculated using actual historical 3-year (9.85%), 5-year (1%), and 10-year (2.19%) performance data. Actual mutual fund returns fluctuate with market NAV.
About 南方中证500 ETF
中国中盘成长股核心基准，综合反映剔除沪深300后市值排名前500家的优质细分行业隐形冠军与专精特新企业表现。
Investment Strategy
完全复制中证500指数，行业分布高度分散均衡，单一股票权重不超过2%，规避了个股集中度风险。
Key Facts
- 中证500指数最具流动性与代表性的规模最大ETF
- 专精特新小巨人与细分龙头企业摇篮
- 无单一行业垄断，成长动能分布均衡
Historical Returns
3-Year CAGR
+9.85%
5-Year CAGR
+1.00%
10-Year CAGR
+2.19%
Benchmark
中证500指数 (CSI 500 Index)
过往业绩不代表未来表现。历史年化回报基于交易所官方月度收盘净值计算。
Top Holdings & Sector Allocation
As of September 2026, 南方中证500 ETF's portfolio includes:
Top 5 Holdings
- 厦门国贸 (600153)
- 恒生电子 (600570)
- 同花顺 (300033)
- 兆易创新 (603986)
- 三安光电 (600703)
Sector Allocation
工业制造 22%, 基础化工与材料 19%, 电子信息 18%, 医药生物 11%, 可选消费 9%, 其他 21%
Who Is This Fund Suitable For?
寻求超越传统金融地产大盘股alpha收益、看好中国产业转型中坚力量的投资者。
Similar Funds to Consider
Or compare side by side using our main SIP calculator — you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for 南方中证500 ETF Investors
- FIRE Calculator — Plan your retirement corpus with 南方中证500 ETF as part of your portfolio
- Cost of Delay Calculator — See how much delaying your SIP in 南方中证500 ETF could cost you
- SIP vs EMI Calculator — Compare investing in 南方中证500 ETF vs paying off loans
Frequently Asked Questions About 南方中证500 ETF
What is the historical SIP return of 南方中证500 ETF?
Based on the latest data, 南方中证500 ETF has delivered an annualized return (CAGR) of +9.85% over 3 years, +1.00% over 5 years, and +2.19% over 10 years. Past performance does not guarantee future results.
How is 南方中证500 ETF SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would ¥1,000 monthly SIP in 南方中证500 ETF generate over 5 years?
At an estimated annual return rate of 1%, a monthly ¥1,000 investment (¥60,000 total invested) would grow to approximately ¥61,550 in 5 years, yielding an estimated wealth gain of ¥1,550. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in 南方中证500 ETF?
南方中证500 ETF's top holdings include 厦门国贸 (600153), 恒生电子 (600570), 同花顺 (300033), and 兆易创新 (603986). The fund's sector allocation is 工业制造 22%, 基础化工与材料 19%, 电子信息 18%, 医药生物 11%, 可选消费 9%, 其他 21%.
What is the risk profile of 南方中证500 ETF?
南方中证500 ETF is a 中国中盘成长指数 fund with moderate to high risk depending on market conditions. Investors should assess their risk tolerance before investing..
What are the tax implications of investing in 南方中证500 ETF?
In mainland China, trading domestic ETFs via secondary exchange accounts is exempt from stamp duty and dividend withholding is subject to standard mutual fund tax policies.
Data last updated: September 2026 | Fund data sourced from SSE, SZSE and official public disclosures
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