What are the historical returns of Special Situations Fund?

1-year returns: 20–50%+, 3-year: 15–25%, 5-year: 12–20%. Past performance is not a guarantee of future results.

What is the minimum investment for Special Situations Fund?

Minimum ticket size: Varies. Varies widely.

47. Hedge Fund & Special Situations Strategies

Special Situations Fund

Special Situations

Fund targeting opportunities from corporate events like mergers, spin-offs, or restructurings.

Risk Level

Very High ★★★★★

Liquidity

🔴 Low

Min Investment

Varies

Ticket Size

Varies widely

Ideal Horizon

5+ years

Region

Global

📈 Historical Returns (Indicative)

1 Year

20–50%+

3 Years

15–25%

5 Years

12–20%

10 Years

12–18%

20 Years

N/A

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

🧮 XIRR Calculator — Special Situations 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

✅ High return potential over long term

Disadvantages

❌ High volatility — value can fall significantly in short term
❌ Low liquidity — funds may be locked in for years

🚀 How to Invest in Special Situations Fund

Research and compare options on Applica Finance
Open appropriate account (Demat, bank, or platform account)
Complete KYC with PAN and Aadhaar
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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