Portfolio Alert for the Week : Dec. 10, 2016 – Dec. 16, 2016

PORTFOLIO ALERT For the Week: Dec. 17, 2016 – Dec. 23, 2016 HERE’S HOW THE MARKETS DID LAST WEEK   Nifty Sensex USD-INR MCX Gold (10g) Brent Crude Close on December 23 7,985.75 26,040.70 67.78 26,937 $54.80 Weekly Change ↓1.88% ↓1.69% ↓0.05% ↓0.64% ↑1.82%   WHAT'S HOT - NEW IDEAS FOR YOUR MONEY Get the double benefit Stock markets in 2016 are set to end on a flat note. Their yo-yoing in the past few months has you even more cautious. If you want equity exposure but your worry about the way the market is going is holding you back, invest in balanced funds. With a quarter of their portfolio in safe debt instruments, they effectively counter equity risks. The remaining portfolio will give you the high-returning equity exposure. This way, you get the equity while reducing overall risk. Long-term capital gains are also tax-exempt. Invest in any from ICICI Prudential Balanced, HDFC Balanced and L&T India Prudence. All funds have been able to consistently deliver category-beating returns over the long term. EXPERTS SPEAK 2016 – a tough year for funds and Select Funds If 2015 was a frustrating year for equities, 2016 was yet another. Key equity indices – Nifty or the BSE 100 have remained flat over the past 2 years. On a point-to-point return basis, funds linked to these benchmarks did not move much. And our Select Funds, despite holding a solid long-term track record, found it hard to either beat their benchmarks convincingly this year (2016), or seemed lacklustre when placed with their own category in other cases. Read a low down on their performance and the reasons for such performance here. STOCK RECOMMENDATIONS FOR THE UPCOMING WEEK Stock Buy / Sell CMP () Stop Loss () Target () Time Period TVS Motor Company 371.9 352 400 3 Months To view our Open Recommendation please click here   YOUR PORTFOLIO(S) AT FUNDSINDIA   Want to build wealth? Talk to our expert advisors now!    HIGHLIGHTS OF THE WEEK Information is not power – Value Research 'Knowledge is power'. But when it comes to investing, too much information can cloud our ability to focus on the relevant facts. Many of the SEBI's new disclosures seem to confuse rather than help investors choose mutual funds. Read more 3 New Year moves to make you rich - Morningstar You don't need to get ultra-frugal to save money. The general impression is that to pump up one's savings people have to forgo all the fun stuff. Not at all. You just have to play it smart. Read more What’s in a name? Plenty, if it’s a mutual fund - Livemint While some words are commonly used and understood, new schemes, and sometimes fancy names, keep getting launched in the market. If you are not able to understand any scheme’s name, ask your adviser or distributor to explain the strategy and what it does. The fancy name may just mean something. Read more Das, two other top bureaucrats in race for SEBI chief post - The Economic Times Apart from Das, Power Secretary P K Pujari and Additional Secretary in the finance ministry Ajay Tyagi are also in contention, they added. Read more FundsIndia explains: Why the growth option is preferable – FundsIndia Marketplace We, and most advisors, usually recommend that you opt for growth when investing rather than dividend, especially if you are a long-term investor. After all, when you look at the returns figures in the growth and dividend plan of a fund, it is the same. Read more     Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs. Investments in equity shares, debentures, etc., are not obligations of, or guaranteed by Wealth India Financial Service s Pvt. Ltd., and are subject to investment risks. Wealth India Financial Services Pvt. Ltd. (with ARN code 69583) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.