Journal of Financial Risk Management, 2019, 8, 43-54
http://www.scirp.org/journal/jfrm
ISSN Online: 2167-9541
ISSN Print: 2167-9533
DOI: 10.4236/jfrm.2019.82004 Jun. 4, 2019 43 Journal of Financial Risk Management
Performance Base Empirical Analysis of Mutual
Fund of Nepal
Tara Prasad Upadhyaya, Sirjana Chhetri
Tribhuvan University, Lumbini Banijya Campus, Butwal, Nepal
Email: tpug1969@gmail.com, sirjanachhetri01@gmail.com
Abstract
The paper analyzes the returns earned by the sample mutual funds ben-
chmarking with market return. It also assesses whether they are taking ad-
vantages of diversification, market timing and selectivity of securities to their
investors. Secondary data of eight sample mutual funds’ have been used from
2015 to 2018 published by Nepal Stock Exchange and respective fund man-
ager. Risk adjusted performance measures Jensen alpha, Treynor ratio and
Sharpe ratio have been used to analyze return in terms of risk and Co-efficient
of Determination (R
2
), Quadratic Regression of Treynor and Mazuy and Fa-
made composition model are employed to assess diversification, market tim-
ing and selectivity ability of fund manager. The result explores that funds that
are operated from 36 months over-perform benchmark market index and
those funds operated for 16 months are suffering from very low return. Fur-
ther evidence shows that low amount of diversification, moderate level of se-
lectivity and no significant relationship between timing skill and return of
funds.
Keywords
Mutual Fund, Risk, Benchmark, Return
1. Introduction
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 prima-
ry goal behind investment in mutual fund is to earn good return with compara-
tively low risk.
The popularity of mutual fund investment among private investors has grown
dramatically all over the world during last 40 years. Therefore, mutual fund per-
How to cite this paper: Upadhyaya, T. P.,
& Chhetri, S. (2019). Performance Base Em-
pirical Analysis of Mutual Fund of Nepal.
Journal of Financial Risk Management, 8,
43-54.
https://doi.org/10.4236/jfrm.2019.82004
Received: March 19, 2019
Accepted: June 1, 2019
Published: June 4, 2019
Copyright © 2019 by author(s) and
Scientific Research Publishing Inc.
This work is licensed under the Creative
Commons Attribution International
License (CC BY 4.0).
http://creativecommons.org/licenses/by/4.0/
Open Access