CSOP iEdge S-REIT Leaders Index ETF SIP Calculator
Calculate historical returns and project future compounding for CSOP S-REIT ETF. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Singapore Real Estate (REIT)
AUM
S$180 Million
Expense Ratio
0.60%
Fund Manager
CSOP Asset Management
CSOP S-REIT ETF Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ -4.0% CAGR | 5 Years @ 7.2% CAGR | 10 Years @ 9.1% CAGR |
|---|---|---|---|
| S$100/mo | $3,389 Invested: $3,600 | $7,240 Invested: $6,000 | $19,609 Invested: $12,000 |
| S$250/mo | $8,472 Invested: $9,000 | $18,099 Invested: $15,000 | $49,022 Invested: $30,000 |
| S$500/mo | $16,945 Invested: $18,000 | $36,198 Invested: $30,000 | $98,044 Invested: $60,000 |
| S$1,000/mo | $33,890 Invested: $36,000 | $72,397 Invested: $60,000 | $196,088 Invested: $120,000 |
| S$2,500/mo | $84,724 Invested: $90,000 | $180,991 Invested: $150,000 | $490,220 Invested: $300,000 |
* Projections calculated using actual historical 3-year (-3.95%), 5-year (7.2%), and 10-year (9.1%) performance data. Actual mutual fund returns fluctuate with market NAV.
About CSOP iEdge S-REIT Leaders Index ETF
Focuses on the most liquid and capital-stable REITs listed on the Singapore Exchange.
Investment Strategy
Weights constituents based on liquidity and market cap capping to avoid single-name concentration.
Key Facts
- Tracks SGX proprietary iEdge S-REIT Leaders Index
- Semi-annual dividend distribution
- Strict liquidity filters ensuring underlying tradability
Historical Returns
3-Year CAGR
-3.95%
5-Year CAGR
7.20%
10-Year CAGR
9.10%
Benchmark
iEdge S-REIT Leaders Index
Historical returns based on actual monthly exchange closing NAV as of September 2026.
Top Holdings & Sector Allocation
As of September 2026, CSOP S-REIT ETF's portfolio includes:
Top 5 Holdings
- CapitaLand Integrated Commercial Trust (C38U)
- CapitaLand Ascendas REIT (A17U)
- Mapletree Industrial Trust (ME8U)
- Mapletree Pan Asia Commercial Trust (N2IU)
- Keppel DC REIT (AJBU)
Sector Allocation
Commercial REITs 35%, Industrial & Data Center REITs 38%, Retail REITs 22%, Healthcare 5%
Who Is This Fund Suitable For?
Investors seeking steady dividend cashflows with superior liquidity.
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- FIRE Calculator â Plan your retirement corpus with CSOP S-REIT ETF as part of your portfolio
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Frequently Asked Questions About CSOP S-REIT ETF
What is the historical SIP return of CSOP S-REIT ETF?
Based on the latest data, CSOP S-REIT ETF has delivered an annualized return (CAGR) of -3.95% over 3 years, 7.20% over 5 years, and 9.10% over 10 years. Past performance does not guarantee future results.
How is CSOP S-REIT 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 S$500 monthly SIP in CSOP S-REIT ETF generate over 5 years?
At an estimated annual return rate of 7.2%, a monthly S$500 investment ($30,000 total invested) would grow to approximately $36,198 in 5 years, yielding an estimated wealth gain of $6,198. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in CSOP S-REIT ETF?
CSOP S-REIT ETF's top holdings include CapitaLand Integrated Commercial Trust (C38U), CapitaLand Ascendas REIT (A17U), Mapletree Industrial Trust (ME8U), and Mapletree Pan Asia Commercial Trust (N2IU). The fund's sector allocation is Commercial REITs 35%, Industrial & Data Center REITs 38%, Retail REITs 22%, Healthcare 5%.
What is the risk profile of CSOP S-REIT ETF?
CSOP S-REIT ETF is a Singapore Real Estate (REIT) 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 CSOP S-REIT ETF?
Gains from CSOP S-REIT ETF are subject to capital gains tax. Equity funds held over 1 year qualify for LTCG at 12.5% on gains above âš1.25 lakh per year. Consult a tax advisor for your specific situation.
Data last updated: September 2026 | Fund data sourced from SGX and official public disclosures
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