华夏恒生科技 ETF (QDII) SIP Calculator
Calculate historical returns and project future compounding for 华夏恒生科技 ETF. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
跨境QDII / 港股科技龙头
AUM
¥320 亿元
Expense Ratio
0.60%
Fund Manager
徐猛
华夏恒生科技 ETF Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 0.4% CAGR | 5 Years @ -6.3% CAGR | 10 Years @ 9.1% CAGR |
|---|---|---|---|
| ¥200/mo | ¥7,249 Invested: ¥7,200 | ¥10,258 Invested: ¥12,000 | ¥39,218 Invested: ¥24,000 |
| ¥500/mo | ¥18,123 Invested: ¥18,000 | ¥25,644 Invested: ¥30,000 | ¥98,044 Invested: ¥60,000 |
| ¥1,000/mo | ¥36,245 Invested: ¥36,000 | ¥51,288 Invested: ¥60,000 | ¥196,088 Invested: ¥120,000 |
| ¥2,000/mo | ¥72,490 Invested: ¥72,000 | ¥102,577 Invested: ¥120,000 | ¥392,176 Invested: ¥240,000 |
| ¥5,000/mo | ¥181,226 Invested: ¥180,000 | ¥256,442 Invested: ¥300,000 | ¥980,439 Invested: ¥600,000 |
* Projections calculated using actual historical 3-year (0.44%), 5-year (-6.32%), and 10-year (9.1%) performance data. Actual mutual fund returns fluctuate with market NAV.
About 华夏恒生科技 ETF (QDII)
通过QDII机制直通香港上市的中国最具竞争力的互联网与科技巨头，一键配置腾讯、阿里、美团、快手、小米等全球级平台。
Investment Strategy
紧密跟踪恒生科技指数，把握AI大模型赋能、云计算、跨境电商及智能硬件全球化拓展历史红利。
Key Facts
- 一键打包香港上市的前30大科技互联网核心霸主
- 上交所场内支持T+0当日回转交易，交易极为灵活
- 估值处于全球主流科技指数相对低位，具备显著估值修复弹性
Historical Returns
3-Year CAGR
+0.44%
5-Year CAGR
-6.32%
10-Year CAGR
9.10%
Benchmark
恒生科技指数 (Hang Seng TECH 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, 华夏恒生科技 ETF's portfolio includes:
Top 5 Holdings
- 腾讯控股 (00700.HK)
- 阿里巴巴 (09988.HK)
- 美团 (03690.HK)
- 小米集团 (01810.HK)
- 快手 (01024.HK)
Sector Allocation
互联网软件与平台服务 52%, 通讯与社交 28%, 智能硬件与电商 16%, 医疗科技 4%
Who Is This Fund Suitable For?
看好中国数字化经济、全球化科技出海与平台经济高质量发展的互联网主题投资者。
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 华夏恒生科技 ETF Investors
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- Cost of Delay Calculator — See how much delaying your SIP in 华夏恒生科技 ETF could cost you
- SIP vs EMI Calculator — Compare investing in 华夏恒生科技 ETF vs paying off loans
Frequently Asked Questions About 华夏恒生科技 ETF
What is the historical SIP return of 华夏恒生科技 ETF?
Based on the latest data, 华夏恒生科技 ETF has delivered an annualized return (CAGR) of +0.44% over 3 years, -6.32% over 5 years, and 9.10% over 10 years. Past performance does not guarantee future results.
How is 华夏恒生科技 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 华夏恒生科技 ETF generate over 5 years?
At an estimated annual return rate of -6.32%, a monthly ¥1,000 investment (¥60,000 total invested) would grow to approximately ¥51,288 in 5 years, yielding an estimated wealth gain of -¥8,712. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in 华夏恒生科技 ETF?
华夏恒生科技 ETF's top holdings include 腾讯控股 (00700.HK), 阿里巴巴 (09988.HK), 美团 (03690.HK), and 小米集团 (01810.HK). The fund's sector allocation is 互联网软件与平台服务 52%, 通讯与社交 28%, 智能硬件与电商 16%, 医疗科技 4%.
What is the risk profile of 华夏恒生科技 ETF?
华夏恒生科技 ETF is a 跨境QDII / 港股科技龙头 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 华夏恒生科技 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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