华夏上证50 ETF SIP Calculator
Calculate historical returns and project future compounding for 华夏上证50 ETF. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
中国超大盘蓝筹
AUM
¥1,520 亿元
Expense Ratio
0.50%
Fund Manager
张弘弢
华夏上证50 ETF Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 7.0% CAGR | 5 Years @ -1.5% CAGR | 10 Years @ 2.0% CAGR |
|---|---|---|---|
| ¥200/mo | ¥8,028 Invested: ¥7,200 | ¥11,562 Invested: ¥12,000 | ¥26,533 Invested: ¥24,000 |
| ¥500/mo | ¥20,069 Invested: ¥18,000 | ¥28,906 Invested: ¥30,000 | ¥66,332 Invested: ¥60,000 |
| ¥1,000/mo | ¥40,138 Invested: ¥36,000 | ¥57,811 Invested: ¥60,000 | ¥132,665 Invested: ¥120,000 |
| ¥2,000/mo | ¥80,275 Invested: ¥72,000 | ¥115,623 Invested: ¥120,000 | ¥265,329 Invested: ¥240,000 |
| ¥5,000/mo | ¥200,688 Invested: ¥180,000 | ¥289,057 Invested: ¥300,000 | ¥663,324 Invested: ¥600,000 |
* Projections calculated using actual historical 3-year (6.96%), 5-year (-1.47%), and 10-year (1.96%) performance data. Actual mutual fund returns fluctuate with market NAV.
About 华夏上证50 ETF
中国境内成立的首只ETF基金，跟踪上海证券交易所最具代表性的50家核心超大盘龙头公司，以高股息、央国企及金融龙头为主。
Investment Strategy
完全复制上证50指数，重点配置大型商业银行、能源基础设施、保险龙头与高端消费寡头。
Key Facts
- 境内首只ETF产品，拥有超过20年稳定运作记录
- 上交所股票期权主力合约标的，流动性极佳
- 成分股兼具高分红率与国家队重点配置特征
Historical Returns
3-Year CAGR
+6.96%
5-Year CAGR
-1.47%
10-Year CAGR
+1.96%
Benchmark
上证50指数 (SSE 50 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, 华夏上证50 ETF's portfolio includes:
Top 5 Holdings
- 贵州茅台 (600519)
- 中国平安 (601318)
- 招商银行 (600036)
- 长江电力 (600900)
- 中信证券 (600030)
Sector Allocation
金融 36%, 必需消费 24%, 工业 14%, 能源 8%, 原材料 7%, 其他 11%
Who Is This Fund Suitable For?
偏好稳健分红、防御性资产配置以及追求低估值安全边际的长期定投投资者。
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 华夏上证50 ETF Investors
- FIRE Calculator — Plan your retirement corpus with 华夏上证50 ETF as part of your portfolio
- Cost of Delay Calculator — See how much delaying your SIP in 华夏上证50 ETF could cost you
- SIP vs EMI Calculator — Compare investing in 华夏上证50 ETF vs paying off loans
Frequently Asked Questions About 华夏上证50 ETF
What is the historical SIP return of 华夏上证50 ETF?
Based on the latest data, 华夏上证50 ETF has delivered an annualized return (CAGR) of +6.96% over 3 years, -1.47% over 5 years, and +1.96% over 10 years. Past performance does not guarantee future results.
How is 华夏上证50 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 华夏上证50 ETF generate over 5 years?
At an estimated annual return rate of -1.47%, a monthly ¥1,000 investment (¥60,000 total invested) would grow to approximately ¥57,811 in 5 years, yielding an estimated wealth gain of -¥2,189. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in 华夏上证50 ETF?
华夏上证50 ETF's top holdings include 贵州茅台 (600519), 中国平安 (601318), 招商银行 (600036), and 长江电力 (600900). The fund's sector allocation is 金融 36%, 必需消费 24%, 工业 14%, 能源 8%, 原材料 7%, 其他 11%.
What is the risk profile of 华夏上证50 ETF?
华夏上证50 ETF is a 中国超大盘蓝筹 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 华夏上证50 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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