Lion-OCBC Securities China Leaders ETF SIP Calculator
Calculate historical returns and project future compounding for Lion China Leaders ETF. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
China Equity / SGX Listed
AUM
S$120 Million
Expense Ratio
0.62%
Fund Manager
Lion Global Investors
Lion China Leaders ETF Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 7.4% CAGR | 5 Years @ -3.0% CAGR | 10 Years @ 9.1% CAGR |
|---|---|---|---|
| S$100/mo | $4,041 Invested: $3,600 | $5,571 Invested: $6,000 | $19,609 Invested: $12,000 |
| S$250/mo | $10,103 Invested: $9,000 | $13,928 Invested: $15,000 | $49,022 Invested: $30,000 |
| S$500/mo | $20,206 Invested: $18,000 | $27,856 Invested: $30,000 | $98,044 Invested: $60,000 |
| S$1,000/mo | $40,412 Invested: $36,000 | $55,711 Invested: $60,000 | $196,088 Invested: $120,000 |
| S$2,500/mo | $101,031 Invested: $90,000 | $139,278 Invested: $150,000 | $490,220 Invested: $300,000 |
* Projections calculated using actual historical 3-year (7.39%), 5-year (-2.95%), and 10-year (9.1%) performance data. Actual mutual fund returns fluctuate with market NAV.
About Lion-OCBC Securities China Leaders ETF
Listed on SGX, providing direct access to 80 of the largest and most liquid Chinese companies across Shanghai, Shenzhen, and Hong Kong.
Investment Strategy
Multi-exchange screening of Chinese market leaders traded directly in SGD or USD on SGX.
Key Facts
- All-share China exposure (A-Shares + H-Shares)
- Listed and traded directly on SGX in Singapore Dollars
- CPFIS and SRS eligible
Historical Returns
3-Year CAGR
+7.39%
5-Year CAGR
-2.95%
10-Year CAGR
9.10%
Benchmark
Morningstar China Leaders Index
Historical returns based on actual monthly exchange closing NAV as of September 2026.
Top Holdings & Sector Allocation
As of September 2026, Lion China Leaders ETF's portfolio includes:
Top 5 Holdings
- Tencent Holdings (0700.HK)
- Kweichow Moutai (600519.SS)
- Alibaba Group (9988.HK)
- CATL (300750.SZ)
- Ping An Insurance (601318.SS)
Sector Allocation
Technology 34%, Consumer Staples 22%, Financials 20%, Industrials 14%, Healthcare 10%
Who Is This Fund Suitable For?
Singapore and Southeast Asian investors wanting one-stop broad China equity exposure without separate accounts.
More Funds from Lion-OCBC & Similar Schemes
Similar Funds to Consider
Or compare side by side using our main SIP calculator â you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for Lion China Leaders ETF Investors
- FIRE Calculator â Plan your retirement corpus with Lion China Leaders ETF as part of your portfolio
- Cost of Delay Calculator â See how much delaying your SIP in Lion China Leaders ETF could cost you
- SIP vs EMI Calculator â Compare investing in Lion China Leaders ETF vs paying off loans
Frequently Asked Questions About Lion China Leaders ETF
What is the historical SIP return of Lion China Leaders ETF?
Based on the latest data, Lion China Leaders ETF has delivered an annualized return (CAGR) of +7.39% over 3 years, -2.95% over 5 years, and 9.10% over 10 years. Past performance does not guarantee future results.
How is Lion China Leaders 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 Lion China Leaders ETF generate over 5 years?
At an estimated annual return rate of -2.95%, a monthly S$500 investment ($30,000 total invested) would grow to approximately $27,856 in 5 years, yielding an estimated wealth gain of -$2,144. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Lion China Leaders ETF?
Lion China Leaders ETF's top holdings include Tencent Holdings (0700.HK), Kweichow Moutai (600519.SS), Alibaba Group (9988.HK), and CATL (300750.SZ). The fund's sector allocation is Technology 34%, Consumer Staples 22%, Financials 20%, Industrials 14%, Healthcare 10%.
What is the risk profile of Lion China Leaders ETF?
Lion China Leaders ETF is a China Equity / SGX Listed 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 Lion China Leaders ETF?
Gains from Lion China Leaders 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
Ready to check Lion China Leaders ETF returns?
Use our free calculator with real historical NAV data â no sign-up needed.
Open Lion China Leaders ETF SIP Calculator â