With its attractive dividend payout, discounted trading price, and diversified portfolio strategy, Himalayan 80-20 is positioned as a strong option for investors seeking both steady income and long-term capital appreciation in the mutual fund market.

Kathmandu, Sept 1, 2025 – Himalayan 80-20 (H8020), a closed-end mutual fund managed by Himalayan Capital Limited, has announced a 16.16 percent cash dividend for the fiscal year 2081/82. The decision highlights the fund’s strong performance and commitment to delivering returns to its unit holders.
The fund’s Net Asset Value (NAV) stood at Rs. 12.66 as of Baisakh 2082, improving from Rs. 12.46 at the end of Chaitra 2081. Over the past year, H8020 has seen steady NAV growth supported by investments in listed equities, debentures, fixed deposits, and liquid holdings.
On the secondary market, H8020 is currently trading around Rs. 11.89, within a 52-week range of Rs. 9.6 to Rs. 12.06. With NAV higher than its market price, the scheme trades at a slight discount, offering a potential entry opportunity for investors. Its 1-year yield of around 16–17% places it among the top-performing mutual funds in Nepal.
From a fundamental perspective, H8020 follows an 80:20 asset allocation strategy, with 80% focused on long-term passive investments and 20% actively managed for tactical gains. The fund maintains a beta of 0.69, indicating lower volatility than the broader NEPSE index, making it relatively stable for risk-averse investors.
Written by
Jiwan Dahal
