Fund structures and services

Fund structures and services

Bachelor of Business Studies (BBS) — Fourth Year

Subject: Fundamentals of Investment (FIN 253)

Unit 9: Mutual Fund and Performance Evaluation

Academic Year: 2083/84

Topic Objectives

After studying this topic, students should be able to:

• Explain the scope and key elements of fund structures and services.
• Apply the relevant financial concepts or calculations and explain their assumptions, risks and analytical limits.

Curriculum Scope

• An overview of mutual fund
• Open end and closed-end fund
• Exchange traded funds
• Other types of investment companies
• Types of mutual funds and services

Detailed Microsyllabus

1. Fund structures

   1. Open-ended and closed-ended funds.
   2. Exchange-traded funds.
   3. Other investment-company types.

2. Services

   1. Pooling, management and investor services.
   2. Different fund objectives and costs.
   3. Use the contractual and regulatory framework supplied.

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Curriculum reference: Tribhuvan University, Faculty of Management, revised four-year BBS curriculum, PDF pages 89–91.

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. Examples involving current laws, rates, institutional products or Nepalese status must identify the relevant period and official materials; no changing numerical or legal requirements are invented here.