'A balanced portfolio mix of domestic and international equity, fixed income, and precious metals is recommended.'
'What will matter in 2024 from the market standpoint is the direction of interest rates globally, as well as in India.' 'The results of the general elections will also be keenly watched.'
Infrastructure funds, which bet on stocks closely linked with infrastructure development in the country, have emerged as one of the best-performing categories over the past year. They have generated an average return of 90.63 per cent - the third-best, after technology funds and small-cap funds. Of the 21 schemes in the category, seven have given a return of more than 100 per cent in a year.
Retail investors may safely invest in shorter-duration funds, suggests Sanjay Kumar Singh.
This is a shift as until recent months, fund managers were reducing exposure to these sectors.
'When you have surplus cash flow and markets correct sharply, what options do you have other than buying good stocks?'
Omkeshwar Singh, head, Rank MF, a mutual fund investment platform, answers your queries.
'Over the next two quarters, markets will be guided by observing the earnings resilience of corporates during the second lockdown, progress of the monsoon and the damage, if any, to rural spending power due to the second wave.'
Gold funds have returned -5.2 per cent, while the Sensex is down 7 per cent in the past year.
'The market position from here on is expected to go up'.
'Focus on companies with healthy balance sheets and return ratios.'
Expect more volatility in the coming year as the economy and markets price in the demonetisation drive.
Subramaniam feels it does make sense to have some overlay in lump sum if one has the cash to do so.
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