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46. Specialized Fund Structures

Capital Protection Oriented Fund

Closed-Ended

Closed-ended hybrid fund structured to protect capital while seeking modest equity upside.

Risk Level
Low ★★☆☆☆
Liquidity
🔴 Low
Min Investment
₹1,000
Ticket Size
₹1,000 minimum
Ideal Horizon
1–3 years
Region
India

📈 Historical Returns (Indicative)

1 Year
5–8%
3 Years
6–8%
5 Years
6–8%
10 Years
6–8%
20 Years
6–8%

⚠️ Indicative historical ranges only. Past performance does not guarantee future results. Returns vary significantly across individual instruments.

🧮 XIRR Calculator — Capital Protection Oriented Fund

Enter your actual investment dates and amounts to calculate your personal annualised return (XIRR). Use negative values for money invested, positive for money received back.

✅ Pros & ❌ Cons

Advantages

  • ✅ Low risk — capital largely protected

Disadvantages

  • ❌ Low liquidity — funds may be locked in for years

🚀 How to Invest in Capital Protection Oriented Fund

  1. Research and compare options on Applica Finance
  2. Open appropriate account (Demat, bank, or platform account)
  3. Complete KYC with PAN and Aadhaar
  4. Start with minimum investment; scale up gradually

💰 Tax Treatment (India)

Gains taxed as per applicable income tax slab or capital gains rules
Consult a tax advisor for your specific situation
Disclaimer: This page is for educational purposes only and does not constitute financial advice. Returns shown are indicative historical ranges and not guaranteed. Consult a SEBI-registered investment advisor before investing.
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