Nikko AM SGD Investment Grade Corporate Bond ETF SIP Calculator
Calculate historical returns and project future compounding for Nikko SGD Corp Bond ETF. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Singapore Fixed Income
AUM
S$560 Million
Expense Ratio
0.30%
Fund Manager
Nikko Asset Management Asia
Nikko SGD Corp Bond ETF Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 1.1% CAGR | 5 Years @ -1.0% CAGR | 10 Years @ 9.1% CAGR |
|---|---|---|---|
| S$100/mo | $3,660 Invested: $3,600 | $5,847 Invested: $6,000 | $19,609 Invested: $12,000 |
| S$250/mo | $9,150 Invested: $9,000 | $14,618 Invested: $15,000 | $49,022 Invested: $30,000 |
| S$500/mo | $18,300 Invested: $18,000 | $29,235 Invested: $30,000 | $98,044 Invested: $60,000 |
| S$1,000/mo | $36,600 Invested: $36,000 | $58,470 Invested: $60,000 | $196,088 Invested: $120,000 |
| S$2,500/mo | $91,500 Invested: $90,000 | $146,175 Invested: $150,000 | $490,220 Invested: $300,000 |
* Projections calculated using actual historical 3-year (1.07%), 5-year (-1.02%), and 10-year (9.1%) performance data. Actual mutual fund returns fluctuate with market NAV.
About Nikko AM SGD Investment Grade Corporate Bond ETF
Tracks institutional-grade SGD-denominated corporate bonds issued by established multinational and local corporations.
Investment Strategy
Provides retail access to institutional $250k wholesale bond market through a single tradable unit.
Key Facts
- Breaks the S$250,000 corporate bond lot barrier for retail investors
- Semi-annual dividend yield around ~3.5% - 4.2%
- Diversified across Singapore banks, statutory boards, and blue-chip corporates
Historical Returns
3-Year CAGR
+1.07%
5-Year CAGR
-1.02%
10-Year CAGR
9.10%
Benchmark
iBoxx SGD Investment Grade Corporates Index
Historical returns based on actual monthly exchange closing NAV as of September 2026.
Top Holdings & Sector Allocation
As of September 2026, Nikko SGD Corp Bond ETF's portfolio includes:
Top 5 Holdings
- Temasek Financial 3.60%
- Singtel Group Treasury 3.30%
- DBS Group Subordinated 3.98%
- UOB Tier 2 Subordinated 3.58%
- Sembcorp Financial 3.73%
Sector Allocation
Banking & Financials 56%, Utilities & Industrials 22%, Real Estate 16%, Statutory 6%
Who Is This Fund Suitable For?
Investors seeking higher yields than government bonds with investment-grade credit safety.
More Funds from Nikko & 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 Nikko SGD Corp Bond ETF Investors
- FIRE Calculator â Plan your retirement corpus with Nikko SGD Corp Bond ETF as part of your portfolio
- Cost of Delay Calculator â See how much delaying your SIP in Nikko SGD Corp Bond ETF could cost you
- SIP vs EMI Calculator â Compare investing in Nikko SGD Corp Bond ETF vs paying off loans
Frequently Asked Questions About Nikko SGD Corp Bond ETF
What is the historical SIP return of Nikko SGD Corp Bond ETF?
Based on the latest data, Nikko SGD Corp Bond ETF has delivered an annualized return (CAGR) of +1.07% over 3 years, -1.02% over 5 years, and 9.10% over 10 years. Past performance does not guarantee future results.
How is Nikko SGD Corp Bond 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 Nikko SGD Corp Bond ETF generate over 5 years?
At an estimated annual return rate of -1.02%, a monthly S$500 investment ($30,000 total invested) would grow to approximately $29,235 in 5 years, yielding an estimated wealth gain of -$765. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Nikko SGD Corp Bond ETF?
Nikko SGD Corp Bond ETF's top holdings include Temasek Financial 3.60%, Singtel Group Treasury 3.30%, DBS Group Subordinated 3.98%, and UOB Tier 2 Subordinated 3.58%. The fund's sector allocation is Banking & Financials 56%, Utilities & Industrials 22%, Real Estate 16%, Statutory 6%.
What is the risk profile of Nikko SGD Corp Bond ETF?
Nikko SGD Corp Bond ETF is a Singapore Fixed Income 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 Nikko SGD Corp Bond ETF?
Gains from Nikko SGD Corp Bond 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 Nikko SGD Corp Bond ETF returns?
Use our free calculator with real historical NAV data â no sign-up needed.
Open Nikko SGD Corp Bond ETF SIP Calculator â