scholarly journals An Investors’ Interest towards Mutual Funds: A Study of Kathmandu Valley, Nepal

2021 ◽  
Vol 9 (1) ◽  
pp. 877-884
Author(s):  
Manoj Kumar Chaudhary, Ajay Prasad Dhakal, Madhav Adhikari
Keyword(s):  
Correlation Analysis ◽  
Mutual Funds ◽  
Financial Market ◽  
Mutual Fund ◽  
Money Market ◽  
Kathmandu Valley ◽  
Management Service ◽  
Professional Management ◽  
Mind Set ◽  
Financial Securities

The objective of this study is to assess the investor’s Mind-set towards mutual funds in Kathmandu valley. To fulfill the stated objectives, a total  230 potential respondents were selected purposively  through questionnaire. The collected data are analyzed with the help of descriptive and correlation analysis. In terms of familiarity with the various financial securities currently available in the Nepalese financial market, most of investors familiar with fixed deposits, medium familiarity with shares and very low familiarity with bonds and debentures and money market instruments. The analysis of the results concluded that investors attracted towards mutual fund due to its flexibility, secured type of investment mechanism and Professional management Service in Nepal. Further, it is recommended that concern authority, regulations body, Issue Manager should conduct such training and awareness program showing the importance of mutual funds.

scholarly journals Investors’ Preference Towards Mutual Fund: An Analytical Evidence From Kathmandu Valley

Pravaha ◽  
2020 ◽  
Vol 25 (1) ◽  
pp. 103-111
Author(s):  
Laxman Raj Kandel
Keyword(s):  
Mutual Funds ◽  
Capital Market ◽  
Mutual Fund ◽  
Family Members ◽  
Paper Analysis ◽  
Money Market ◽  
Kathmandu Valley ◽  
Total Respondent ◽  
The Individual ◽  
Financial Securities

This paper analysis investors’ preference towards mutual fund. The study was conducted inside the Kathmandu valley. In terms of familiarity with the various financial securities currently available in the Nepalese capital market, investors have high familiarity with fixed deposits, medium familiarity with shares and low familiarity with bonds and debentures and money market instruments. Incase of the preference for the structure of the mutual fund, more than two-third of the total respondent were in favor of Close Ended Mutual Funds. Potential investors of mutual funds prefer family members followed by self-analysis as a medium for getting understanding to create the awareness of mutual funds; TV Advertisement and Print Newspaper are effective, as these sources are preferred by the potential investors. This study concludes that mutual funds could be an admirable institution for bridging the gap between the individual savers and the established business in Nepal. Investors are showing more interest in mutual fund these days.

Investor Sentiment and Flows into Treasury Funds

2018 ◽  
Keyword(s):  
Mutual Funds ◽  
Financial Market ◽  
Mutual Fund ◽  
Explanatory Power ◽  
Investor Sentiment ◽  
Fund Flows ◽  
Inflation Expectations ◽  
Relative Response ◽  
Financial Market Risk ◽  
Blue Chip

The author compares the relative response of Treasury fund flows to the sentiment-prone Michigan Survey of Inflation Expectations and to the Blue Chip Survey of Financial Forecasts, a professional forecast of inflation. The Treasury market is an ideal subject for examining whether or not sentiment affects flows: it is highly liquid, making it unlikely that it is hard to arbitrage, and inflation is the primary factor affecting its returns. Using mutual fund inflows into TIPs and Treasury mutual funds that occurred between January 1991 and June 2011, the author finds that the Michigan Survey is insignificantly related to flows into inflation-indexed TIPs and is positively related to flows into nominal Treasury funds. The Blue Chip Survey does not have incremental explanatory power. The evidence is consistent with a combination of a hedging motive and a flight to liquidity triggered by information in the Michigan Survey about households’ perception of financial market risk. The two motives reinforce each other in driving flows into nominal Treasury funds when the Michigan forecast of inflation is high, while they appear to cancel each other out in determining flows into the illiquid TIPS market.

scholarly journals A Study of Investors’ Preference towards Mutual Funds in Kathmandu Metropolitan City, Nepal

2018 ◽  
Vol 4 (2) ◽  
pp. 130-138
Author(s):  
Rajan Bilas Bajracharya ◽  
Rushil Bhakta Mathema
Keyword(s):  
Mutual Funds ◽  
Mutual Fund ◽  
Money Market ◽  
Low Risk ◽  
Short Term ◽  
Statistical Tools ◽  
Chi Square ◽  
Metropolitan City ◽  
Chi Square Test ◽  
Structured Questionnaire

A Mutual Fund is an investment vehicle that pools funds from various investors and invests the funds in stocks, bonds, short-term money-market instruments, other securities or assets or some combination of these investments. The primary goal behind investment in mutual fund is to earn goods return with comparatively low risk. The main objective of this research is to identify investors’ preference towards mutual fund in Kathmandu metropolitan city. By using in structured questionnaire, Description statistical tools like chi-square test have been used for analyzing the data. The findings from this research are that the most of the investors are doubtful to invest the new age investment like mutual funds.

Indonesian Mutual Funds Classification Using Clustering Method

2015 ◽  
Vol 21 (4) ◽  
pp. 826-829
Author(s):  
Ir. Dewi Tamara ◽  
Shintia Revina
Keyword(s):  
Mutual Funds ◽  
Mutual Fund ◽  
Money Market ◽  
Fixed Income ◽  
Clustering Method ◽  
New Classification ◽  
Asset Value ◽  
Net Asset Value ◽  
Alternative Investment

Mutual funds have existed since 1990 as an alternative investment in Indonesia. The objective of this research is to examine the existing classification of mutual funds database. The data of mutual funds is taken from Bloomberg through Portal Reksadana 2013 which covered 690 mutual funds. The existing classification consists of mutual funds fixed income (reksadana pendapatan tetap), equity (reksadana saham), money market (reksadana pasar uang) and structured (reksadana campuran). The existing financial attributes consists of the net asset value, percentage annualized return the last 6 months, 1 year, 3 years, 5 years and year-to-date. This paper uses K-means clustering to propose new classification of Indonesian mutual funds. The result reveals that mutual funds in equity and fixed income belong to its group. However, mutual funds money market is belong to mutual fund fixed income and mutual funds structures are identified to mutual funds equity. Furthermore, we find that in average 43% of Indonesian mutual funds are misclassified in accordance with their attributes. Finally, it is suggested to re-group the mutual funds into smaller classification, which has lower rates of misclassified mutual funds and possibility to achieve better performances in terms of its percentage annualized return.

scholarly journals Conventional Versus Sharia Money Market Mutual Funds: Which Performs Better During the Covid-19 Pandemic?

2021 ◽  
Vol 2 (3) ◽  
pp. 35-40
Author(s):  
Dina Yeni Martia ◽  
Muhammad Rois ◽  
Muliasari ◽  
Latifah Risqiana ◽  
Noverdi Radja Dwilega
Keyword(s):  
Mutual Funds ◽  
Mutual Fund ◽  
Secondary Data ◽  
Money Market ◽  
Sharpe Ratio ◽  
Comparison Approach ◽  
Significant Difference ◽  
Asset Value ◽  
Money Market Mutual Funds ◽  
Better Than

This study aims to determine whether conventional money market mutual funds perform better than sharia money market mutual funds or vice versa during the COVID-19 pandemic in Indonesia. This research method is descriptive with a quantitative comparison approach. This study employed secondary data obtained from IDX, Indonesian Bank, and Pasar Dana website.  The research employed the money market mutual funds data, Net Asset Value, BI 7 Days Repo rate during year 2020. Sharpe ratio utilized in this research to determine the money market mutual funds performance. Then, the result compared by using Independent sample T-test on SPSS. The result uncovers that in general the performance of conventional money market mutual funds performance superior the sharia money market mutual funds performance during covid-19 in Indonesia. However, both mutual funds average Sharpe ratio show the negative number during 2020. Moreover, there are no significant difference between conventional and sharia money market mutual funds returns during the period 2020. The high different return on the maximum return due to some conventional mutual fund perform exceptional during 2020.

Mutual Fund

2020 ◽  
pp. 210-224
Author(s):  
Shalini Chhabra
Keyword(s):  
Mutual Funds ◽  
Exponential Growth ◽  
Mutual Fund ◽  
Government Regulation ◽  
Marketing Strategies ◽  
Full Disclosure ◽  
Area Of Interest ◽  
Professional Management ◽  
Alternative Product ◽  
Industry Needs

Mutual funds provide various facilities that make saving and investing simple, accessible and affordable, by using professional management, diversification, variety of products, liquidity, affordability, convince. Moreover, strict government regulation and full disclosure of information makes the investment more secures in India. In India mutual funds market the key area of interest of market experts are understanding the investor's expectations and meeting those expectations. The mutual fund sector is one of the fast growing sectors in Indian economy and has tremendous potential for sustained future growth. The present era of exponential growth has seen changes, refinements and innovation etc. the industry needs to identify the expectation and houses of the investors and meet their expectations in a better way by overcoming the challenges the mutual fund industry is facing. Keeping in view that ever increasing competition of similar or alternative product, marketing has been concerned the most vital area of operation of Mutual funds industry. Mutual fund Marketing is different from marketing of other goods. The present chapter tries to explore the marketing strategies adopted by Mutual funds, the different 7 Ps that are involved by the various mutual funds for attracting the investors.

Mutual Fund

2017 ◽  
pp. 134-152
Author(s):  
Shalini Chhabra
Keyword(s):  
Mutual Funds ◽  
Exponential Growth ◽  
Mutual Fund ◽  
Government Regulation ◽  
Marketing Strategies ◽  
Full Disclosure ◽  
Area Of Interest ◽  
Professional Management ◽  
Alternative Product ◽  
Industry Needs

Mutual funds provide various facilities that make saving and investing simple, accessible and affordable, by using professional management, diversification, variety of products, liquidity, affordability, convince. Moreover, strict government regulation and full disclosure of information makes the investment more secures in India. In India mutual funds market the key area of interest of market experts are understanding the investor's expectations and meeting those expectations. The mutual fund sector is one of the fast growing sectors in Indian economy and has tremendous potential for sustained future growth. The present era of exponential growth has seen changes, refinements and innovation etc. the industry needs to identify the expectation and houses of the investors and meet their expectations in a better way by overcoming the challenges the mutual fund industry is facing. Keeping in view that ever increasing competition of similar or alternative product, marketing has been concerned the most vital area of operation of Mutual funds industry. Mutual fund Marketing is different from marketing of other goods. The present chapter tries to explore the marketing strategies adopted by Mutual funds, the different 7 Ps that are involved by the various mutual funds for attracting the investors.

scholarly journals Runs on Money Market Mutual Funds

2016 ◽  
Vol 106 (9) ◽  
pp. 2625-2657 ◽  
Author(s):  
Lawrence Schmidt ◽  
Allan Timmermann ◽  
Russ Wermers
Keyword(s):  
Mutual Funds ◽  
Mutual Fund ◽  
Money Market ◽  
Fund Flows ◽  
Dynamic Interactions ◽  
Cross Sectional ◽  
Class Level ◽  
Money Market Mutual Funds ◽  
The Individual ◽  
Mutual Fund Flows

We study daily money market mutual fund flows at the individual share class level during September 2008. This fine granularity of data allows new insights into investor and portfolio holding characteristics conducive to run risk in cash-like asset pools. We find that cross-sectional flow data observed during the week of the Lehman failure are consistent with key implications of a simple model of coordination with incomplete information and strategic complementarities. Similar conclusions follow from daily models fitted to capture dynamic interactions between investors with differing levels of sophistication within the same money fund, holding constant the underlying portfolio. (JEL D14, G11, G23)

scholarly journals Investor’s Behavior and Mutual Fund - A Study in Cuttack City

2020 ◽  
Vol 8 (4) ◽  
pp. 18-22
Author(s):  
Aditya Prasad Sahoo
Keyword(s):  
Mutual Funds ◽  
Financial Market ◽  
Mutual Fund ◽  
Growth And Development ◽  
Full Disclosure ◽  
Economic Growth And Development ◽  
Fund Managers ◽  
Investment Plan ◽  
Growing Economy ◽  
Equity Option

In the fastest-growing economy of India, the mutual fund industry puts an emerging footprint in economic growth and development. Mutual funds create a simple and viable path for saving and investment. The mutual fund includes various investment benefits like liquidity, timely return, fund diversification, widespread analysis monetary allocation vis-à-vis a full disclosure of fund management. There are various investment products available for investment in the financial market. However, all these investment products must be able to meet an investor’s expectations? Hence to know the investor’s perception and expectation, it is necessary to study the implications of mutual funds from a unique perspective. This paper explains how different factors are affecting an individual’s perception of mutual funds. As per the findings, individuals are more inclined to traditional investment than an investment in a mutual fund. Those who have invested in mutual funds, most of them were selected equity option and Systematic investment plan or SIP. Another finding is that investors don’t want to analyze the inherent risks associated with the investment and need their fund managers and broker’s advice.

scholarly journals KINERJA REKSA DANA PASAR UANG DENGAN METODE SHARPE, TREYNOR DAN JENSEN PADA BURSA EFEK INDONESIA (BEI) – PERIODE 2013 – 2017

2019 ◽  
Vol 7 (1) ◽  
Author(s):  
Dra. Budhi Suparningsih
Keyword(s):  
Mutual Funds ◽  
Asset Allocation ◽  
Mutual Fund ◽  
Money Market ◽  
Individual Risk ◽  
Expected Return ◽  
Money Market Mutual Funds ◽  
Quantitative Design ◽  
The Individual ◽  
Actual Return

<em>This study aims to determine the performance of money market mutual funds using the Sharpe, Treynor and Jensen methods for 5 years from 2013 to 2017. This research uses qualitative quantitative design. The selected money market mutual fund products are 5 aggressive money market mutual fund products, where the asset allocation is money assets. Data analysis method uses Sharpe, Treynor and Jensen methods.              In general, the performance of money market mutual funds based on the Sharpe, Treynor and Jensen methods has fluctuated. The higher the value of Sharpe, Treynor and Jensen, the better the performance of the Money Market mutual fund, because it can provide actual return that is higher than the expected return so as to minimize the individual risk that it bears. Mutual funds with Sharpe and Jensen approaches, the best performance of money market mutual funds is PT Bahana Dana Likuid. Whereas according to Treynor’s approach the best is Danamas Rupiah Plus because for five years it gives a positive value. This shows that it is useful to provide information to investors who want to invest in Money Market Mutual Funds, because it results in a higher return on risk-free investment</em>

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