Lion-OCBC Securities Hang Seng TECH ETF SIP Calculator
Calculate historical returns and project future compounding for Lion Hang Seng TECH ETF. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Regional Tech & Growth
AUM
S$450 Million
Expense Ratio
0.68%
Fund Manager
Lion Global Investors
Lion Hang Seng TECH ETF Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 1.8% CAGR | 5 Years @ -8.0% CAGR | 10 Years @ 9.1% CAGR |
|---|---|---|---|
| S$100/mo | $3,701 Invested: $3,600 | $4,930 Invested: $6,000 | $19,609 Invested: $12,000 |
| S$250/mo | $9,251 Invested: $9,000 | $12,326 Invested: $15,000 | $49,022 Invested: $30,000 |
| S$500/mo | $18,503 Invested: $18,000 | $24,652 Invested: $30,000 | $98,044 Invested: $60,000 |
| S$1,000/mo | $37,005 Invested: $36,000 | $49,303 Invested: $60,000 | $196,088 Invested: $120,000 |
| S$2,500/mo | $92,513 Invested: $90,000 | $123,258 Invested: $150,000 | $490,220 Invested: $300,000 |
* Projections calculated using actual historical 3-year (1.78%), 5-year (-7.96%), and 10-year (9.1%) performance data. Actual mutual fund returns fluctuate with market NAV.
About Lion-OCBC Securities Hang Seng TECH ETF
Enables Singapore investors to gain exposure in SGD to the 30 largest technology companies listed in Hong Kong.
Investment Strategy
Replicates the Hang Seng TECH Index, trading seamlessly in Singapore Dollars (SGD) and US Dollars (USD).
Key Facts
- Direct access to Tencent, Alibaba, and Meituan on the Singapore Exchange in SGD
- No currency conversion hassles for local Singaporean investors
- CPFIS and SRS investment eligible
Historical Returns
3-Year CAGR
+1.78%
5-Year CAGR
-7.96%
10-Year CAGR
9.10%
Benchmark
Hang Seng TECH Index
Historical returns based on actual monthly exchange closing NAV as of September 2026.
Top Holdings & Sector Allocation
As of September 2026, Lion Hang Seng TECH ETF's portfolio includes:
Top 5 Holdings
- Tencent Holdings (0700.HK)
- Alibaba Group (9988.HK)
- Meituan (3690.HK)
- Xiaomi Corp (1810.HK)
- BYD Company (1211.HK)
Sector Allocation
Internet & Software 48%, Consumer Hardware & EV 26%, Semiconductor 14%, Cloud & Fintech 12%
Who Is This Fund Suitable For?
Growth investors in Southeast Asia seeking direct exposure to Chinese mega-cap internet, EV, and consumer tech.
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Frequently Asked Questions About Lion Hang Seng TECH ETF
What is the historical SIP return of Lion Hang Seng TECH ETF?
Based on the latest data, Lion Hang Seng TECH ETF has delivered an annualized return (CAGR) of +1.78% over 3 years, -7.96% over 5 years, and 9.10% over 10 years. Past performance does not guarantee future results.
How is Lion Hang Seng TECH 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 Hang Seng TECH ETF generate over 5 years?
At an estimated annual return rate of -7.96%, a monthly S$500 investment ($30,000 total invested) would grow to approximately $24,652 in 5 years, yielding an estimated wealth gain of -$5,348. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Lion Hang Seng TECH ETF?
Lion Hang Seng TECH ETF's top holdings include Tencent Holdings (0700.HK), Alibaba Group (9988.HK), Meituan (3690.HK), and Xiaomi Corp (1810.HK). The fund's sector allocation is Internet & Software 48%, Consumer Hardware & EV 26%, Semiconductor 14%, Cloud & Fintech 12%.
What is the risk profile of Lion Hang Seng TECH ETF?
Lion Hang Seng TECH ETF is a Regional Tech & Growth 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 Hang Seng TECH ETF?
Gains from Lion Hang Seng TECH 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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