2-3. Wealthwise. The Stock Market Performance During January February, Union Budget Performance Of Select Funds
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1 Registered - R.N.I. No.: MAHENG/2007/19802 Postal Regd. No.: MCN/72/ Posted at Mumbai Patrika Channel Sorting Office, GPO, Mumbai on 9th & 10th of every month. February, 2018 Volume 12, Issue 2 Price ` 2 A Monthly Publication from Wiseinvest Advisors Private Limited Inside Union Budget 2018 Performance Of Select Funds Sector & Thematic Funds: Look Before You Leap It's Time To Embrace Financial Planning Pg No. 2-3 Wealthwise Wealthwise is a monthly publication brought to you by Wiseinvest Advisors, which is a quality investment advisory firm that specializes in mutual funds. Our CEO, Hemant Rustagi, is a well known personal finance expert. He brings with him an experience of around 30 years in this field. He regularly writes articles for major national dailies and business magazines as well as appears as a personal finance expert on many investments related TV shows. Besides, our team of advisors has professionals who have spent years in the mutual fund industry. In the last thirteen years, thousands of our clients have benefitted from our quality advice and have made mutual funds as the mainstay of their portfolio. You can benefit too from our expertise for your existing as well as new investments. All you need to do is to just call up any of the offices or your requirements at information@wiseinvestadvisors.com and our professional advisors will do the rest Dear Investor, The finance minister presented Union Budget 2018 in the Parliament amidst high expectations all round. However, it turned out to be an election budget with a clear focus on political considerations. While the budget will boost investment in rural development, education, healthcare and social sectors, it didn't offer anything to salaried class, investors and corporate India. The slippage on fiscal deficit front also caused disappointment to the market players. The finance minister has pegged the fiscal deficit for the next year at 3.3 percent which is higher than earlier 3 percent goal. There is no denying the fact that rural distress required immediate attention of the government and hence the steps like increasing Minimum Support Price (MSP) to 1.5 times of the production cost for kharif crops with an aim to double farmers income by 2022, announcement of schemes related to women, farmers, youth, poor, and disadvantaged communities as well as building better infrastructure facilities are very much in order. However, the middle-class, which hoped for a reduction in income tax ahead of an election year, were left disappointed. The personal income tax rates remain unchanged. The proposed standard deduction of ` 40,000 doesn't offer much as it has been introduced in lieu of the existing transport allowance and medical expense reimbursement. Of course, senior citizens have a lot to cheer about. To begin with, tax exemption of interest income from bank deposits has been raised to ` 50,000 from the current ` 10,000. The deduction of health insurance premium under Section 80 D has been raised to ` 50,000 as against the current limit of ` 30,000. The corporate sector, which has been hoping for an across the board cut in corporate tax rate to 25%, has also been left disappointed. The finance minister reduced the tax rate to 25 percent only for companies that have a turnover of up to ` 250 crore. The stock market and mutual fund investors investing in equity and equity relating funds got a jolt in the form of a 10 percent tax on long-term capital gains tax exceeding ` 1 lakh. The finance minister has also introduced a tax on distributed income by equity-oriented mutual funds at the rate of 10 percent. While these changes are likely to dampen the spirits of investors, they will do well to remember that despite the introduction of LTCG, equity remains potentially the best asset class and hence should continue to play a dominant role in their wealth building process. Warm regards, Hemant Rustagi Editor Address to be affixed here The Stock Market Performance During January Indices 1st 31st Change January January in (%) Sensex 33, , MIDCAP 17, , SMLCAP 19, , BSE , , BSE-200 4, , BSE , ,
2 February 2018 Page No. 2 Fiscal Situation Fiscal deficit is 3.5% of GDP at ` 5.95 lakh crore in Projecting fiscal deficit to be 3.3% of GDP in the next fiscal. ` lakh crores transferred as net GST to states as against projection of ` lakh crores. Tax lakh new tax payers filed income tax returns in FY17. No change in the Personal Income Tax rates. Surcharge of 10 pc on income above ` 50 lakh but less than ` 1 cr to be continued next year; 15 pc on income above ` 1 cr to also continue. Corporate Tax of 25% extended to companies with turnover up to ` 250 cr. Incentives for Senior citizens: Exemptions in income of ` 50,000 from Banks FD and post offices TDS not to be deducted on such income under section194a. Senior citizens to get ` 50,000 per annum exemption for medical insurance under Sec 80D. For certain illness, medical expense deduction(80ddb) raised to ` 1 lakh. ` 7.5 lakh per senior citizen limit for investment in interest-bearing LIC schemes doubled to ` 15 lakh. Standard deduction of ` 40,000 allowed for transport, medical reimbursement for salaried tax payers. Govt to reduce hardships faced in realty deals; no adjustment to be made in case circle rate does not exceed 5 pc of sale consideration. Long Term Capital Gains Exceeding ` 1 Lakh will be Taxed at 10% Without Indexing. Short term capital tax remains at 15%. A tax on distributed income at 10%. Education cess increased to 4 pc from 3 pc to collect additional ` 11,000 cr. GST collections projection pegged at ` 7.43 lakh crore in full year as against ` 4.44 lakh crore in nine months of current fiscal. Govt makes PAN mandatory for any entity entering into a financial transaction of ` 2.5 lakh or more. Custom Duties Customs Duty on certain products, such as mobile phones and televisions has been increased, to provide a fillip to 'Make in India. Social welfare surcharge of 10% on imported goods. Customs duty on sunglasses, cigarette lighter, toys, bus and truck tyres, select furniture hiked. Customs duty on imitation jewellery hiked from 15% to 20%; doubled on all watches to 20%. Import duty on LCD/LED/OLED panels, parts of TVs hiked to 15%; duty on smart watches, wearable devices, footwear doubled to 20%. Union Budget 2018 Highlights Agriculture The government's emphasis will be on generating higher incomes for farmers, by helping them produce more with lesser cost, and in turn, earn higher income for their produce. Minimum Selling Price (MSP) for the Kharif Crops has been set at 1.5 times the produce price. Agricultural credit target increased from ` 8.5 lakh crore to ` 11 lakh crore. Special scheme to manage crop reduce in Haryana, Punjab and Delhi to reduce pollution. Rural Economy 8 crore poor women will get new LPG connections. PM Saubhagya Yojana: 4 crore poor people will get power connection. Govt plans to construct 2 crore toilets in next fiscal year under Swach Bharat Mission. Government target house for all by lakh houses have been constructed affordable houses in rural and further 50 lakh houses in urban areas. 1 cr houses to be built under Pradhan Mantri Awas Yojana in rural areas. Education Govt to increase digital intensity in education and Technologies to be the biggest driver in improving quality of education. ` 1 lakh crore allocated to revitalization and upgradation of education sector. Promoting learning based outcomes and research. By 2022, every block with more than 50 per cent ST population will have Ekalvya schools at par with NavodayaVidyalayas. Health Aayushman Bharat Programme: 1.5 lakh centres will be set up to provide health facilities closer to home. ` 1,200 crore to be allocated for this programme. Flagship National Healthcare protection scheme, with approximately 50 crore beneficiaries. Up to ` 5 lakh per family per year for secondary and tertiary care hospitalization for 10 crore families. Social Security PM Jivan Bhima Yojana has benefited 5.22 crore families. Govt will expand PM Jan Dhan Yojana: 16 crore accounts will be included under micro insurance and pension schemes cr accounts opened under Sukanya Samriddhi Scheme. Social inclusion schemes for Scheduled Castes - ` 52,719 crore. Social inclusion schemes for Scheduled Tribes ` 39,139 crore. Cont. on page 3...
3 Page No. 3 February 2018 Union Budget......Cont. from page 2 MSME ` 3,794 crore allocated to the MSME sector in the form of capital support and interest subsidy. By 2022, every block with more than 50 per cent ST population will have Ekalvya schools at par with NavodayaVidyalayas. ` 3 lakh crore target has been set for the Mudra Yojana. ` 4.6 lakh crore sanctioned under MUDRA Scheme. Employee-centric schemes Govt will contribute 12% of the wages of new employees in EPF in all sectors for next 3 years. Women contribution to EPF reduced to 8% for first 3 years. Infrastructure India needs investment of ` 50 lakh crore in the infrastructure sector. Construction of new tunnel in Sera Pass to promote tourism. Out of 100 smart cities 99 cities have been selected, with an outlay of ` 2.04 lakh crore. 10 prominent tourist sites will be made iconic tourist destinations, with an amalgamation of private funding, marketing and branding. Bharatmala project: To develop 35,000 KM under phase 1 with an outlay of ` 5.35 lakh crore. Govt to introduce pay-as-you-use system for toll payments. Railways Railway Capex has been pegged to ` 1.48 Lakh Crore, from ` 1.31 Lakh Crore last year. All stations with footfall of greater than 25,000 will have escalators. More stations and trains will progressively be built with WiFi and CCTV camera. Govt to eliminate 4267 unmanned rail crossing in broad gauge in 2 years. Allocates ` 11,000 crore Mumbai rail network and ` 17,000 crore for the Bengaluru metro. 150 km of additional suburban railway networks to be set up in Bengaluru at the cost of ` 17,000 crore. Aviation Airport Authority of India (AAI) has 124 airports. Propose to increase the number by at least 5 times 1 billion trips a year, ` 60 cr has been allocated to kickstart the initiative. UDAN Scheme to connect 64 unconnected airports across the country. Markets Government to take additional measures to strengthen environment for venture capitalists and angel investors. SEBI to mull asking large companies to meet 25% debt from bond market. RBI norms to nudge companies to access bond market for funds. Technology Allocation to Digital India scheme doubled to ` 3073 crore. 5 lakh WiFi HotSpots to provide Broadband access to 5 crore rural citizens, at the cost of ` 10,000 crore. Government will take measures to stop crypto currency circulation, as it is not considered legal tender. Government will explore the usage of Blockchain technology. Companies AADHAAR for Corporates: Govt will evolve a scheme to assign a Unique ID for Corporates. Disinvestment target of ` 80,000 crore for FY19. National Insurance Co, Oriental Insurance Co and United Assurance Co to be merged into one entity and then subsequently listed. Govt revises divestment target for the current fiscal to ` 1 lakh crore for FY18. Banking Recapitalisation will pave the way for public banks to lend an additional ` 5 lakh crore. Industries ` 7,148 cr allocated for textile sector. Miscellaneous Defence outlay raised to ` 2.82 lakh crore in from ` 2.67 lakh crore in current year. Food subsidy to rise to ` 1.69 lakh crore in from ` 1.4 lakh crore in current year. Emoluments for President set at ` 5 lakh, ` 4 lakh for Vice President, ` 3.5 lakh for governors. Emoluments for Parliamentarians: Law for increase in pay based on index to inflation. Govt earmarks ` 150 cr to commemorate 150 years of birth of Mahatma Gandhi.
4 February 2018 Page No. 4 Performance Of Select Funds Data as on January 25, 2018 EQUITY FUNDS Diversified Fund Launch 6 Mth* 1 Year* 2 Year** 3 Year** 5 Year** 7 Year** 10 Year** 15 Year** Birla Sun Life Frontline Equity Fund Aug Birla Sun Life Equity Fund Aug Franklin India Prima Plus Fund Sep HDFC Equity Fund Jan HDFC Top 200 Fund Sep HSBC Equity Fund Dec ICICI Prudential Focused Bluechip May IDFC Classic Equity Fund - Regular Aug Kotak 50 Regular Plan Dec Kotak Select Focus Fund Regular Plan Sep L&T Equity Fund May Motilal Oswal MOSt Foc. Multicap 35 Apr Reliance Top 200 Fund - Retail Plan Aug Invesco India Contra Fund Apr SBI Bluechip Fund Feb Sector, Specialty & Tax Saving Canara Robeco FORCE Fund Sep HSBC Tax Saver Equity Fund Jan ICICI Prudential Infrastructure Fund Aug Kotak Infrastructure and Economic Feb Reliance Banking Fund May Reliance Pharma Fund Jun Axis Long Term Equity Fund Dec HDFC Taxsaver Fund Mar IDFC Tax Advantage (ELSS) Fund Dec Reliance Tax Saver (ELSS) Fund Sep Midcap & Smallcap DSP BlackRock Small and Mid Cap Nov Franklin India Smaller Companies Fund Jan HDFC Mid-Cap Opportunities Fund Jun HSBC Midcap Equity Fund May Kotak Emerging Equity Scheme Mar L&T India Value Fund Jan Reliance Equity Opportunities Fund Mar SBI Magnum Global Fund Sep HYBRID Equity, Debt Oriented & Multi Asset Class Birla Sun Life Balanced '95 Fund Feb Canara Robeco Balance Fund Feb DSP BlackRock Balanced Fund May HDFC Balanced Fund Sep HDFC Prudence Fund Feb ICICI Prudential Balanced Advantage Dec ICICI Prudential Balanced Fund Nov Kotak Balance Regular Plan Nov L&T India Prudence Fund Jan Reliance Regular Savings Fund - Bal Jun SBI Magnum Balanced Fund Dec Tata Balanced Fund - Regular Plan Oct Axis Triple Advantage Fund Aug HDFC Equity Savings Fund Sep Kotak Equity Savings Fund Oct Reliance Equity Savings Fund May Arbitrage Funds Funds Launch 3 Mth* 6 Mth* 1 Year* 2 year** 3 Year** 5 Year** 7 Year** 10 Year** ICICI Prudential Equity Arbitrage Fund Dec IDFC Arbitrage Plus Fund Jun Invesco India Arbitrage Fund Apr Kotak Equity Arbitrage Fund Sep DEBT Income, Short Term & Ultra Short Term Funds Funds Launch 1 Mth* 3 Mth* 6 Mth* 1 Year* 2 Year** 3 Year** 5 Year** Birla Sun Life Short Term Opp. Fund May Birla Sun Life Dynamic Bond Fund Sep Birla Sun Life Medium Term Plan Mar HDFC Corporate Debt Opp. Fund Mar Kotak Income Opp. Fund May Invesco India Short Term Fund Mar Invesco India Bank Debt Fund Dec Reliance Regular Savings Fund-Debt Jun SBI Magnum Income Fund Nov L&T Income Opportunities Fund Oct BNP Paribas Flexi Debt Fund Sep BNP Paribas Money Plus Fund Oct Kotak Treasury Advantage Fund Aug L&T Ultra Short Term Fund Apr Kotak Banking and PSU Debt Fund Dec *Absolute ** Annualised. Past performance may or may not be sustained in future. Dividends declared by equity and equity-oriented funds during the month of January 2018 Scheme name Date Dividend declared in ` Per unit ICICI Pru Balanced Fund (MD) 03/01/ ICICI Pru Dynamic Plan (D) 10/01/ Tata Balanced Fund - Regular (MD) 10/01/ ICICI Pru Business Cycle Fund-Sr1-RP (D) 11/01/ ICICI Pru Recovery Fund - Sr 1-RP (D) 11/01/ ICICI Pru Value Fund - Sr 1-RP (D) 11/01/ UTI Long Term Advantage S3 (D) 11/01/ DSP BR Focus 25 Fund (D) 11/01/ DSP-BR Opportunities - RP (D) 11/01/ Invesco India Tax Plan (D) 12/01/ Franklin India Bluechip (D) 12/01/ Reliance Vision Fund - RP (D) 12/01/ ICICI Pru Growth Fund-Sr1-RP (D) 16/01/ UTI Balanced Fund (D) 17/01/ Principal Balanced (D) 17/01/ Invesco India Dynamic Equity (D) 18/01/ Tata Equity P/E Fund (D) (TO-A 5%) 18/01/ IDFC Dynamic Equity Fund-Reg (D) 19/01/ Tata Resources & Energy Fund - RP (DP) 19/01/ Tata Bkg & Fin Serv. Fund - Regular (D) 19/01/ Tata India Consumer Fund - Regular (DP) 19/01/ L&T Equity Fund (D) 19/01/ Reliance Media & Entertain (D) 19/01/ ICICI Pru Focused Bluechip Eqty (D) 19/01/ DSP-BR Balanced Fund (D) 25/01/ L&T India Special Situations(D) 25/01/ HDFC Prudence Fund (D) 25/01/ DSP-BR Top 100 Equity - RP (D) 25/01/ Franklin India Tax Shield (D) 25/01/ UTI Mid Cap (D) 25/01/ HSBC Tax Saver Equity Fund (D) 30/01/ Please check whether you have received dividend for the fund/s that you may have in your portfolio out of this list. In case, you do not maintain any portfolio statement, Wiseinvest Advisors can do that for you free of charge. Once we have the details, we would send your updated statement every month. You can contact our corporate office or our branch to avail of this free service. Mutual funds, like securities investments, are subject to market and other risks. As with any investments in securities, the NAV of units can go up or down depending on the factors and forces affecting capital markets.
5 Page No. 5 February 2018 Sector & Thematic Funds: Look Before You Leap Mutual funds allow investors to invest in equity market through a variety of funds. There are large-cap, mid-cap, small cap. multi-cap, contra/value fund, sector and thematic fund as well as equity-linked savings schemes. The mix of funds in the portfolio of an investor should be in line with his/her capacity to take risk, experience of investing in market linked products and the size of the portfolio. In a current market like situation, some of the sector and thematic funds usually catch investors' fancy due to superlative short and medium-term performance. Since sector funds ride on industry cycles, they have the potential to offer attractive returns if the timing is right albeit with higher level of volatility. At the same time, they do not provide downside risk protection available in diversified funds. Similarly, thematic funds look for trends that are likely to result in outperformance of certain sectors or companies. In other words, the key factors are those that can make a difference to business profitability and market values. They focus on structural as well as cyclical factors that play an important role in the economy. Here's what you should know about sector & thematic funds A sector fund can be a great option for investors who understand a sector as well as its future potential and seek diversification within that sector. Besides, these funds can play a supporting role to a diversified portfolio by allowing investors to increase exposure to those sectors that may be under-represented in the portfolio. Even for those who invest in stocks directly, sector funds offer advantages over individual stocks as the fund manager tracks the industry/sector development for its investors. Since the performance of sector funds fluctuates depending on how their particular sector/industries are performing in the market, a wrong selection of sector/s can adversely affect the overall portfolio return. Therefore, for a sector fund investor, it is essential to have the ability to withstand the short-term fluctuations in order to enhance long-term returns. Like sector funds, thematic funds also carry a high degree of risk. However, they are more diversified than sector funds as they invest in sectors that are likely to benefit from a theme. In other words, thematic funds also are suitable for investors who have the experience of investing in equity and equity funds and have the higher risk appetite. Remember, there is always a risk that the market may take more time to recognize views of the fund house with regards to a particular theme which forms the basis of launching a fund. Besides, there can be ambiguity in fund's definition of a theme. There is also a risk of a fund manager's style becoming too individualistic which may be difficult to follow if he decides to leave the fund. Follow a strategy for investing in these funds Broadly speaking, these funds should constitute only a limited portion of one's portfolio. Simply put, if one has already built a well-diversified portfolio and can withstand extreme volatilities, these funds can contribute handsomely in improving the overall portfolio returns. One can adopt different strategies to reduce the risk generally associated with such funds. One such strategy is to have a small exposure to 3-4 sectors/themes. It is also advisable to review one's portfolio to ensure that one is not investing in a sector/theme that already has a sizeable exposure through other funds. Besides, one should have the capacity to hold these funds for the longer term if required and must curb the urge to switch from one sector/theme to another. As a thumb rule, for someone who has a decent exposure to equity funds and is conversant with the behavior of equity market, around 10-15% of the portfolio can be invested in sector and thematic funds. The key is to select the funds carefully and monitor the progress over the investment period. A Note To Our Esteemed Readers Wealthwise is being sent to some of you on a Complimentary basis as a part of our humble effort to ensure that more and more investors get the best from their investments. We sincerely hope that you would like the contents of Wealthwise and in some way benefit from it. However, if you do not wish to receive Wealthwise on a regular basis, please let us know either by sending us a mail on information@wiseinvestadvisors.com or by calling us on (022) You can also write to us at our Corporate Office address mentioned on page 6.
6 Registered - R.N.I. No.: MAHENG/2007/19802 Postal Regd. No.: MCN/72/ Posted at Mumbai Patrika Channel Sorting Office, GPO, Mumbai on 9th & 10th of every month. February 2018 Page No. 6 Date of Publication: 5th of every month. It's Time To Embrace Financial Planning Financial planning is the process of making informed money management decisions to secure your future. Financial planning helps to achieve financial goals and meet personal priorities, taking into consideration available resources, responsibilities, risk appetite and lifestyle. A financial plan lays down the allocation of savings across various asset classes to achieve an appropriate risk-reward balance. Do you need a financial plan? All individuals and families regardless of age or income need a financial plan so that they know that they are saving enough for retirement, education funds or a new home. A financial plan gives you the discipline necessary to save money. A qualified and experienced financial planner can help you plan your investments so that you get the best returns for your risk level by spreading your investments into the different asset classes as well as investment options. Wiseinvest Advisors is a SEBI registered Investment Adviser (Registration No. INA ). To maintain an arm's length distance between our Advisory and Execution services, we have set up a separate department named Investment Adviser Department (IAD). We can help you achieve your goals by providing comprehensive fee based financial planning and making recommendations of financial products that suit your requirements the most. Our mission is to help you overcome uncertainty and take control of your finances and move confidently towards achieving your goals. The basis of fee calculation is the complexity of the engagement. Remember, financial planning doesn't have to be an intimidating process. We have qualified and experienced advisers who can make financial planning a simple and fruitful process for you. Our process: Step 1: The first meeting provides an opportunity for you and us to get to know each other. You also get an opportunity to decide whether we have the capability to fulfill all your requirements. Step 2: Establish a clear understanding of your goals and objectives as well as analyze your current situation. We have a discussion to determine what you want to achieve with your wealth. Step 3: Determine your risk profile through discussion and a psychometric test. This enable us to find out how much risk you would like to and need to take to achieve your goals. Step 4: Develop your unique financial plan. This will also include the recommended asset allocation and various investment options that suit your needs. While doing this, we also analyze your current investments. We present a final version of your customized financial plan so that you're positioned to move forward. Step 5: Implement the investment plan. There would be no obligation on you to choose Wiseinvest Advisors to implement the recommendations made in the financial plan. Step 6: We'll meet regularly to proactively address changes in your circumstances, as well as those in the markets, economy and taxes. If you are keen to start the process of financial planning, you can get in touch with Investment Advisers at our Andheri office. Corporate Office WISEINVEST ADVISORS PVT. LTD. (CIN No.: U74140MH2003PTC142921) th Andheri : 602, 6 Floor, Sri Krishna Complex, Opposite Laxmi Industrial Estate, New Link Road, Andheri (W), Mumbai Tel : / Fax : information@wiseinvestadvisors.com / information3@wiseinvestadvisors.com Branch th Thane : 502, 5 Floor, Pratibha Premises, Near Teen Petrol Pump, Panchpakhadi, Thane West Tel : / Fax : information1@wiseinvestadvisors.com DISCLAIMER: All reasonable care has been taken to ensure that the information contained herein is neither misleading nor untrue at the time of publication, but we make no representation as to its accuracy or completeness. All information is provided without any liability whatsoever on the part of Wiseinvest Advisors Private Limited. RISK FACTORS: Mutual funds, like securities investments, are subject to market and other risks and there can be no assurance that the scheme's objectives will be achieved. As with any investments in securities, the NAV of units can go up or down depending on the factors and forces affecting capital markets. Please read the offer document before investing. Edited, Published and Printed by Mr. Hemant Kumar Rustagi, on behalf of Wiseinvest Advisors Pvt. Ltd. from 602, 6th Floor, Sri Krishna Complex, Opp. Laxmi Ind. Estate, New Link Road, Andheri West, Mumbai at AdvantEdge Offset Printers, K-7 Rizvi Park, S V Road, Santacruz (W), Mumbai Design by Mosaic Design. Copyright reserved All rights reserved in favour of Wiseinvest Advisors Pvt. Ltd.
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