Mutual funds

Mutual funds

Bachelor of Business Studies (BBS) — Third Year

Subject: Foundation of Financial Systems (MGT 226)

Unit 4: Non-Depository Financial Institutions

Academic Year: 2083/84

Topic Objectives

After studying this topic, students should be able to:

• Explain the scope and key elements of mutual funds.
• Explain the financial-system relationships and interpret their roles using clearly identified institutional and reporting contexts.

Curriculum Scope

• Types, size and structure of the mutual fund industry in Nepal

Detailed Microsyllabus

1. Mutual-fund foundations

   1. Pooling investment and ownership through units.
   2. Open-ended, closed-ended and other prescribed types.
   3. Management, portfolio and investor relationships.

2. Nepalese industry

   1. Use official information on schemes, assets and structure.
   2. Distinguish market value, fund assets and number of schemes.
   3. Interpret size measures for a stated reporting date.

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Curriculum reference: Tribhuvan University, Faculty of Management, revised four-year BBS curriculum, PDF pages 60–62.

Source note: The curriculum scope above is retained from the existing TU syllabus breakdown. The numbered study subtopics are editorial elaborations for teaching and study, rather than a separately issued TU syllabus. Unit or component allocations apply at their stated level; no separate topic hours or marks are assigned here. Nepalese current-status discussions should identify the reporting period and use dated official publications, such as Nepal Rastra Bank reports, rather than undated figures.