华泰柏瑞科创板50 ETF SIP Calculator
Calculate historical returns and project future compounding for 华泰柏瑞科创50 ETF. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
中国硬科技与半导体
AUM
¥880 亿元
Expense Ratio
0.50%
Fund Manager
柳军
华泰柏瑞科创50 ETF Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 21.2% CAGR | 5 Years @ 1.1% CAGR | 10 Years @ 9.1% CAGR |
|---|---|---|---|
| ¥200/mo | ¥10,125 Invested: ¥7,200 | ¥12,342 Invested: ¥12,000 | ¥39,218 Invested: ¥24,000 |
| ¥500/mo | ¥25,314 Invested: ¥18,000 | ¥30,854 Invested: ¥30,000 | ¥98,044 Invested: ¥60,000 |
| ¥1,000/mo | ¥50,627 Invested: ¥36,000 | ¥61,708 Invested: ¥60,000 | ¥196,088 Invested: ¥120,000 |
| ¥2,000/mo | ¥101,255 Invested: ¥72,000 | ¥123,416 Invested: ¥120,000 | ¥392,176 Invested: ¥240,000 |
| ¥5,000/mo | ¥253,137 Invested: ¥180,000 | ¥308,541 Invested: ¥300,000 | ¥980,439 Invested: ¥600,000 |
* Projections calculated using actual historical 3-year (21.23%), 5-year (1.1%), and 10-year (9.1%) performance data. Actual mutual fund returns fluctuate with market NAV.
About 华泰柏瑞科创板50 ETF
紧密跟踪科创板50指数，汇聚上海科创板最具代表性的50家核心硬核科技龙头，半导体芯片自研与自主可控权重占比超50%。
Investment Strategy
专注于集成电路、人工智能芯片、工业软件与前沿新材料等国家战略自主产业的核心自主技术攻关企业。
Key Facts
- 半导体与核心元器件行业权重占比超过50%
- 直通科创板高门槛核心硬科技企业的便捷低门槛投资通道
- 成分股整体研发投入占营收比重长期居全市场首位
Historical Returns
3-Year CAGR
+21.23%
5-Year CAGR
+1.10%
10-Year CAGR
9.10%
Benchmark
上证科创板50成份指数 (SSE STAR 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, 华泰柏瑞科创50 ETF's portfolio includes:
Top 5 Holdings
- 中芯国际 (688981)
- 澜起科技 (688008)
- 金山办公 (688111)
- 中微公司 (688012)
- 传音控股 (688036)
Sector Allocation
半导体与集成电路 52%, 基础软件与云计算 18%, 光伏与装备 14%, 生物医药 9%, 其他 7%
Who Is This Fund Suitable For?
看好中国芯片半导体自主替代、具备高风险偏好与长期耐心资本特质的投资者。
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 华泰柏瑞科创50 ETF Investors
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- Cost of Delay Calculator — See how much delaying your SIP in 华泰柏瑞科创50 ETF could cost you
- SIP vs EMI Calculator — Compare investing in 华泰柏瑞科创50 ETF vs paying off loans
Frequently Asked Questions About 华泰柏瑞科创50 ETF
What is the historical SIP return of 华泰柏瑞科创50 ETF?
Based on the latest data, 华泰柏瑞科创50 ETF has delivered an annualized return (CAGR) of +21.23% over 3 years, +1.10% over 5 years, and 9.10% over 10 years. Past performance does not guarantee future results.
How is 华泰柏瑞科创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 华泰柏瑞科创50 ETF generate over 5 years?
At an estimated annual return rate of 1.1%, a monthly ¥1,000 investment (¥60,000 total invested) would grow to approximately ¥61,708 in 5 years, yielding an estimated wealth gain of ¥1,708. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in 华泰柏瑞科创50 ETF?
华泰柏瑞科创50 ETF's top holdings include 中芯国际 (688981), 澜起科技 (688008), 金山办公 (688111), and 中微公司 (688012). The fund's sector allocation is 半导体与集成电路 52%, 基础软件与云计算 18%, 光伏与装备 14%, 生物医药 9%, 其他 7%.
What is the risk profile of 华泰柏瑞科创50 ETF?
华泰柏瑞科创50 ETF is a 中国硬科技与半导体 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 华泰柏瑞科创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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