PersonalFN

No More Paperwork! Store Your Demat & MF Holdings Securely in DigiLocker

SEBI has launched a revolutionary facility—investors can now keep their demat account and mutual fund holdings in DigiLocker.


Gold Price Touch Record Highs. Should Investors Buy More or Sell?

In 2025 so far, gold price has gained a staggering 16.3%, significantly outperforming other key asset classes such as equity and debt.  


Mutual Funds

Sailing through Market Volatility: How Equity Mutual Funds Performed in Financial Year 2025

The Indian equity market started the financial year 2025 on a strong n...


No More Paperwork! Store Your Demat & MF Holdings Securely in DigiLocker

SEBI has launched a revolutionary facility—investors can now keep thei...


Insurance

All You Need to Know About UPI-Linked Bima-ASBA: IRDAI’s New Facility for Simplifying Premium Payments

In this article, we’ll explore everything you need to know about UPI-l...


Can You Depend on the Health Insurance Offered By Your Employer?

Depending on your employer, nature of work, and position, most group h...


Fund Of The Week

Tata Small Cap Fund: Targeting Growth at Reasonable Valuations

Tata Small Cap Fund is a growth-oriented scheme in the Small Cap Fund ...


SBI Long Term Equity Fund: Tapping Opportunities through Value-conscious Approach

SBI Long Term Equity Fund is among the oldest and most well-known sche...


Financial Planning

Women’s Day 2025: How Women Can Ensure Financial Independence

Financial independence enables you to take various decisions in life c...


DICGC Insurance Cover to Increase. Here’s How You Could Maximise Bank Deposit Insurance

This insurance protects deposits held in commercial banks and small fi...


Retirement Planning

PPF Calculator: A Simple Tool to Grow Your Retirement Corpus

The importance of investing in secure financial instruments like PPF h...


How You Can Use the NPS Calculator to Determine Your Retirement Corpus

Imagine stepping into retirement with a sense of complete financial se...


Loans

5 Banks Offering Lower Home Loan Interest Rates After the RBI Repo Rate Cut

RBI’s repo rate cut has paved the way for lower home loan interest rat...


Will Home Loan Rates Go Down in the New Year 2025? Here’s What to Expect

In the last couple of years, home loan borrowers have been burdened wi...


Mutual Fund Research for Investors

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Divya Grover | DebtSelect

DebtSelect: March 2025

India's annual inflation rate eased further to 3.61% in February 2025,...

Divya Grover | FundSelect

FundSelect: March 2025

The Indian equity market continued to be highly volatile for the fifth...

Mitali Dhoke | NFO Research

Tata BSE Quality Index Fund: Investing in Quality Amid Volatility

In the present uncertain market scenario, investing in quality compani...

Vivek Chaurasia | The Alpha Booster Strategy

The Alpha Booster Strategy: March 2025

The Alpha Bo oster Strategy performance review and update for the mon...

Vivek Chaurasia | Strategic Funds Portfolio 2025

Strategic Funds Portfolio 2025: March 2025

Th e Strategic Funds Portfolio performance review and update for ...

Divya Grover | Active Wealth Multiplier

Active Wealth Multiplier 2030: March 2025

This edition takes a deep dive into the Active Wealth Multiplier 2030 ...

Rounaq Neroy | The Retire Rich Report

The Retire Rich Report: March 2025

The Retire Rich Report - po rtfolio strategies, performance review an...

Vivek Chaurasia | FundSelect Plus

FundSelect Plus: February 2025

FundSelect Plus - portfolio strateg ies, performance review and updat...

Investment Advisory - Number of Complaints for the month of February 2025

At the beginning of the month NIL
Received during the month of February 2025 NIL
Resolved during the month of February 2025 NIL
Pending at the end of the month NIL
Reasons for pendency NIL

Disclosure as per Securities and Exchange Board of India (Investment Advisers) Regulations, 2013

Top Performing Funds

Fund Category Returns

Category Name YTD Ret(%) 1-Week Ret(%) 1-Month Ret(%) 3-Months Ret(%) 6-Months Ret(%) 1-Year Ret(%) 2-Year Ret(%) 3-Yrs Ret(%) 5-Yrs Ret(%)

Tata BSE Quality Index Fund: Investing in Quality Amid Volatility

In the present uncertain market scenario, investing in quality companies has gained significant relevance due to their ability to mitigate risks.

360 ONE Silver ETF: A Silver Shield in Volatile Markets

The current market scenario, HDFC Nifty Top 20 Equal Weight Index Fund, which equally distributes exposure across the top 20 Nifty stocks, presents a mixed case.

HDFC Nifty Top 20 Equal Weight Index Fund: A Balanced Bet or a Volatile Ride?

The current market scenario, HDFC Nifty Top 20 Equal Weight Index Fund, which equally distributes exposure across the top 20 Nifty stocks, presents a mixed case.

Samco Mutual Fund Introduces Samco Large Cap Fund

Samco Large Cap Fund will follow a momentum-based investment strategy to harness the power of market trends and and corporate performance metrics.

Helios Mid Cap Fund: Is It the Right Bet Amidst Market Volatility?

The timing of this launch is noteworthy, as the market correction presents a potential entry point for investors looking to gain exposure to mid-cap stocks at better valuations.

WhiteOak Capital Equity Savings Fund: A Smart Bet for Conservative Investors?

With the prevailing market volatility and global uncertainties, investors are seeking investment products that yield stable returns with managed risk

Capture Commodity Market Trends with Kotak Nifty Commodities Index Fund

This fund offers investors a passive, low-cost way to gain exposure to India’s top commodity-driven companies.

Invest in India’s Top Private Banks with DSP’s New Nifty Private Bank Index Fund

By investing in this index fund, investors can participate in the sector’s long-term growth while benefiting from diversification within the private banking space.

Mutual Funds
Manufacturing Mutual Funds Shine. Are they Worthy of Your Investment Portfolio?
Currently contributing around 17% to the GDP, the manufacturing sector is expected to grow to 21% in the next 6-7 years.
Mutual Funds
6 Equity Mutual Funds to Benefit from India’s Defence Sector
The potential to benefit by sensibly taking exposure to defence sector stocks is huge!
Mutual Funds
Top 5 Mutual Funds with High Exposure to EV Revolution
This article will evaluate the top mutual funds to invest in 2024 that have a high allocation to EV stocks.
Mutual Funds
Top 5 Mutual Funds with High Exposure to EV Revolution
This article will evaluate the top mutual funds to invest in 2024 that have a high allocation to EV stocks.
Knowledge Center
7 Best Mutual Funds for 2024 - Top Performing Mutual Funds in India
7 Best Mutual Funds for 2024 - Top Performing Mutual Funds in India
Knowledge Center
5 Best Small Cap Funds for 2024 - Top Performing Small Cap Mutual Funds in India
5 Best Small Cap Funds for 2024 - Top Performing Small Cap Mutual Funds in India

Mutual Fund Screener

5 Best Tax-Saver Bank Fixed Deposits You Should Consider in 2025

The prevailing market is an opportune time for senior citizens/retirees and other risk-averse investors to invest money in tax-saver bank FDs.

5 Best Tax-Saver Bank Fixed Deposits You Should Consider in 2025
Top Mutual Funds Betting Big on EV Stocks: Smart Picks for 2025
5 Top Performing Equity Mutual Funds Amid the Market Correction
Top 5 Mutual Funds with Strong Holdings in India's Consumption Sector
RBI Slashes Repo Rate to 6.25%: Will it Fuel Growth or Create Challenges for Key Sectors?
3 Best Multi Cap Funds for 2025 - Top Performing Multi Cap Mutual Funds in India
3 Best Value Funds for 2025 - Top Performing Value Mutual Funds
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What Our Clients Say about PersonalFN

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I am obliged to PFN for educating me in management of personal finance. I have designed my MF portfolio taking guidance from PFN. I appreciate prompt responsiveness of PFN team to subscriber queries, and their approach to take onboard subscriber requests and feedback. In particular, I liked research reports for a couple of funds which clearly guide investors not to invest in spite of high returns, due to underlying risk and doubtful sustainability of returns in the long term. This differentiates PFN from other MF research services.
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I was reviewing my portfolio today. I am happy to note that all my investments have outperformed market both in down as well as up market condition.
The recommendations of PersonalFN are unbiased and generally have a long term views suitable for common investor like me.
When I look back, the timely advise and assurances of PFN, quite contrary to experts on TV during the last years downturn not only saved me from huge loss, it helped to maximise my return in the cycle. I once again thank you all in PersonalFN for educating common investors and unbiased advice.
Author
The reason being lack of time to analyze MFs' in details based in biased/ unbiased information available on the web and secondly to select funds from a 'Jungle of MFs' as per my requirements.I am very glad till date to have hired your services and hope to remain so in the future. I should honestly accept that I have wasted too much of my time in trying, continued trying to select MFs' and thus in the process lost precious time by not letting investments happen. It was only after hiring your services that things have fallen in place.
I am completely satisfied by the services rendered and queries solved from time to time in an efficient manner. I hope to reap benefits from the well researched funds and recommended to me by PersonalFN.