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सेयर बजार घट्दा पनि म्युचुअल फण्डले बढाए आम्दानी, लगानी रणनीति फेर्दा नाफाMutual Funds Increase Earnings Despite Falling Stock Market, Change in Investment Strategy Yields Profit
काठमाडौं। बैंकको ब्याजदर र सेयर बजार निरन्तर घटिरहेका बेला म्युचुअल फण्डहरूले आम्दानी बढाएका छन्। वित्तीय विवरण सार्वजनिक गरेका धेरैजसो म्युचुअल फण्डको खुद सम्पत्तिको मूल्य(न्याभ) बढेको छ।
मुद्दती निक्षेपको लगानी शून्य बनाएका म्युचुअल फण्डले घटेको बजारमा पनि वित्तीय अवस्था सुधारेका हुन्। वैशाखको तुलनामा ३८ वटा म्युचुअल फण्डले न्याभ बढाएका छन्।
१९ वटाको घटेको छ भने दुईवटा फण्डको स्थिर छ। म्युचुअल फण्डलाई सेयर बजार र बैंकको मुद्दती निक्षेप लगानीका उपकरण हुन्।
लगानी रणनीति फेरेका कारण बजारमा आम्दानीमा सुधार देखिएको व्यवस्थापकहरू बताउँछन्। ‘फरक-फरक स्टकमा इन्भेष्ट गरेका कारण फण्डहरूको अवस्था केही राम्रो देखिएको हो। बजारभन्दा धेरै राम्रो गर्न सकिएको त छैन। बीचमा लोक्याप स्टक घटेका थिए। तिनीहरूबाट म्युचुअल फण्ड सिफ्ट भए,’ एक मर्चेन्ट बैंकका योजना व्यवस्थापक प्रमुखले भने, ‘यस बाहेक रिलायन्स स्पिनिङ मिल्स जस्ता केही कम्पनीको लकइन अवधि सकिएका कारण सेयर बिक्री गर्दा प्रोफिट बढेको हो।’
मुद्दती निक्षेपमा लगानीले म्युचुअल फण्डहरूलाई नै नोक्सानी छ। बैंकको ब्याजदर २.७५ प्रतिशतभन्दा तत्लो विन्दुमा आएका कारण लागत समेत उठ्ने नदेखिएपछि म्युचुअल फण्डहरूले मुद्दतीमा लगानी शून्य बनाएका छन्। मुद्दती निक्षेपको ब्याजदर घटेर प्रतिफल शून्य बनेका बेला म्युचुअल फण्डहरूले बजारमा लगानी बढाएका थिए।
सेयर बजार पनि बढ्न नसकेका कारण आम्दानीमा यसअघि धक्का लागेकामा जेठमा सुधार देखिएको हो।
खुला र बन्दमुखी म्युचुअल फण्डको वित्तीय अवस्था
खुला र बन्दमुखी ५७ म्युचुअल फण्डमध्ये ४० वटाले सेयर बजार घट्दा पनि लगानी बढाएका छन्। ती फण्डले जेठसम्म बजारमा ६८ अर्ब ३६ करोड रुपैयाँ लगानी गरेका छन्। यो रकम वैशाखसम्मको तुलनामा २.६५ प्रतिशत धेरै हो। वैशाखसम्म बजारमा म्युचुअल फण्डको लगानी ६६ अर्ब ५९ करोड रुपैयाँ थियो।
बजारमा सबैभन्दा धेरै एनआइबिएल सहभागिता फण्डले ८ अर्ब ७४ करोड रुपैयाँ लगानी गरेको छ। यो फण्डले वैशाखको तुलनामा सेयर बजारमा २.९३ प्रतिशत लगानी बढाएको हो।
गरिमा सुवर्ण योजनाले बजारमा सबैभन्दा धेरै ५९.५९ प्रतिशतले लगानी बढाएर ३८ करोड रुपैयाँ पुर्याएको छ।
फागुन तेस्रो साता प्रतिनिधि सभाको निर्वाचनपछि उच्च अंकले बढेको बजार चैत दोस्रो साता २९६० अंकसम्म पुगेको थियो। रास्वपाका वरिष्ठ नेता बालेन्द्र शाहको निर्वाचनपछि सेयर बजारमा उत्साह देखियो।
Despite the falling stock market, mutual funds have increased their earnings. Most mutual funds that have made their financial reports public have seen an increase in their net asset value (NAV).
The mutual funds that had zero investment in fixed deposits have also improved their financial situation in the falling market. Compared to Vaisakh, 38 mutual funds have increased their NAV.
19 have decreased, and two funds have remained stable. Mutual funds are investment tools for the stock market and bank fixed deposits.
The managers say that the improvement in earnings in the market is due to the change in investment strategy. 'The funds' condition has improved a bit due to investment in different stocks. We couldn't do much better than the market. The Lokyap stocks had fallen in between, and the mutual funds shifted from them,' said the head of planning at a merchant bank, 'In addition, the profit has increased due to the sale of shares of some companies like Reliance Spinning Mills, whose lock-in period has ended.'
The investment in fixed deposits has harmed the mutual funds. Since the bank's interest rate has fallen to 2.75 percent, the mutual funds have made their fixed deposit investment zero, as they didn't see the cost rising. When the interest rate on fixed deposits fell to zero, the mutual funds increased their investment in the market.
The stock market has also not been able to rise, which had previously affected earnings, but there has been an improvement in Jeth.
Financial situation of open and closed mutual funds
Out of 57 open and closed mutual funds, 40 have increased their investment in the market despite the falling stock market. These funds have invested Rs 6.8 billion in the market until Jeth, which is 2.65 percent more than the investment until Vaisakh. The investment of mutual funds in the market was Rs 6.6 billion until Vaisakh.
The NIBL Sahabhagita Fund has invested the most in the market, with an investment of Rs 8.74 billion. This fund has increased its investment in the stock market by 2.93 percent compared to Vaisakh.
The Garima Suvarna Yojana has increased its investment in the market by 59.59 percent, investing Rs 38 million.
The market had risen to 2960 points in the second week of Chait, after the election of the representative assembly in the third week of Falgun. There was enthusiasm in the stock market after the election of senior Rastriya Swatantra Party leader Balendra Shah.
