Portfolio Alert for the Week : Dec 31, 2016 – Jan. 06, 2017

PORTFOLIO ALERT For the Week: Jan 14, 2017 – Jan 20, 2017 HERE’S HOW THE MARKETS DID LAST WEEK   Nifty Sensex USD-INR MCX Gold (10g) Brent Crude Close on Jan 20 8,349.35 27,034.50 68.25 28,583 $54.80 Weekly Change ↓0.60% ↓0.74% ↓0.08% ↑0.71% ↓1.33%   WHAT'S HOT - NEW IDEAS FOR YOUR MONEY The safer way to equities Stock markets have several events lined up for the next couple of months. The budget, corporate earnings for the December quarter, the monetary policy, the new US government taking office, all will have their say in market movements. Volatility is here to stay for some time. If you want equity exposure but don’t want to go all in, 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, L&T India Prudence, all of which have delivered category-beating returns consistently over the long term. EXPERTS SPEAK FundsIndia Recommends: SBI Magnum Equity SBI Magnum Equity is one of the few equity funds launched in the early 90s. While its performance record cannot be called top notch through the years, it has been a reasonably steady performer in the last few years. When its returns were rolled daily for 1-year periods, over the last 3 years, it beat its category average 62% of the times. While that is not great performance, it is better than funds such as Franklin India Bluechip, known for their pure large-cap holding. Read more STOCK RECOMMENDATIONS FOR THE UPCOMING WEEK Stock Buy / Sell CMP () Stop Loss () Target () Time Period Voltas Ltd 342.6 325 368 1 Month To view our open recommendations, please click here   YOUR PORTFOLIO(S) AT FUNDSINDIA   Want to build wealth? Talk to our expert advisors now!    HIGHLIGHTS OF THE WEEK Banking MFs in limelight but diversified funds stabler option - The Economic Times According to data from Value Research, the same banking funds that returned around 20% in 2016 had posted negative returns in 2015. Chasing their recent performance can be detrimental to your portfolio returns because no one can accurately anticipate the direction in which a particular sector will go. Read more Pick the right funds for duration opportunity – Livemint Some fixed income mutual funds have seen annualised returns hit 12-15% over the past 2 months due to a fall in the long-term bond yields. Read more Sebi prepares the market for Budget 2017 – Livemint Sebi is likely to impose stricter margin trading norms, create special liquidity window on the budget day to combat potential market volatility. Read more Why too many schemes won't diversify your mutual fund portfolio - The Economic Times A lot of investors harbour this misconception. They think holding a large number of funds diversifies their portfolio. That's a fallacy, because all it does is make the portfolio difficult to monitor. Read more Beginner's guide to debt fund categories – Value Research Debt funds remain puzzling even for the savviest of investors. To read a brief description of the major categories of debt funds, click here FundsIndia explains: Closed-ended Fixed Income Mutual Funds – FundsIndia Marketplace As with all closed-ended funds, debt-oriented closed-end funds are open for subscription only during the NFO period. The basic features of closed-ended funds in general apply to debt-oriented closed end funds too. These funds are either purely debt or mostly into debt with some exposure to equities. Read more New at FundsIndia: FundsIndia has launched a new product - the Super Savings Account – a new age mutual fund that brings with it advantages of a savings account with more! Check it out here. Read what Financial Express has to say about the product here.     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.