How Matured Mutual Funds Performed in Nepal: A Dividend Trend Study
Summary
Fourteen matured mutual funds managed by nine merchant banks in Nepal have delivered varying dividend returns, with five-year schemes outperforming seven-year schemes on average.
Key Points
- Fourteen mutual funds have matured in Nepal's capital market, managed by nine different merchant banks.
- The highest return was delivered by Siddhartha Investment Growth Scheme-1 (SIGS1) with a total dividend of 242.20 percent over five years.
- Five-year maturity mutual funds provided an average annual dividend rate of 25.25 percent, outperforming seven-year schemes which averaged 12.61 percent.
- Market cycles affected the returns of mutual funds, with bullish periods benefiting shorter-term funds and bearish cycles impacting longer-term funds.
