Capital Protection Oriented Schemes | Mutual Funds
capital protection oriendted schemes are Closed Ended Schemes.
AMCs should not repurchase units before the end of the maturity period.
SEBI definition – “to protect the capital invested through suitable orientation of its portfolio structure”
“oriented towards protection of capital” and “not with guaranteed returns”
Portfolio is structured to get principal back, irrespective of the market movement
Credit Risk – Since CPOS invest in Corporate Debt Instruments
Coupon from Debt portfolio is subjected to re-investment risk.
Liquidity - since it is closed end.
Proposed portfolio structure indicated in the offer document must be rated by a SEBI registered credit rating agency
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