1 Capital Protected - Income funds
Mostly fixed income, with a slice in shares. The plan is built to hand back your original investment if you stay to its maturity date.
NAVs as at 14 Oct 2026 · Source: MUFAP
Median 1-year return
up +9.35%
MUFAP's published figures, 1 fund reporting
Average 3-year return
up +8.66%
Total over the three years
Average expense ratio Expense ratio (TER)A fund's yearly running costs — management fee, taxes and other charges — as a percentage of its assets, taken out of the NAV. Reported in Pakistan as the Total Expense Ratio; lower leaves more for you. Glossary
1.02%
Yearly running costs, already in the NAV
Typical risk
Low
Holding period: the full plan term, often two to three years
Who are Capital Protected - Income funds for?
Savers who want some stock-market upside but cannot accept losing capital, and who can stay for the whole plan term. Leaving early can cost a back-end load and the protection.
Every Capital Protected - Income fund
Best published one-year return first; a fund flagged "Check data" comes last. Returns are after the fund's own costs and before any sales load.
| Fund | NAV (Rs) | 1M | 1Y | 3Y | TER |
|---|---|---|---|---|---|
| UBL Special Savings Plan XUBL Fund Managers Limited | 104.9222 | +7.75% | +9.35% | +8.66% | 1.02% |
Returns are the trailing figures published by MUFAP. Risk is the level typical of the category, not each fund's own disclosed risk profile. Past performance does not predict future returns, and nothing here is a recommendation to buy or sell.