PersonalFN

Should You Invest in Mutual Funds That Offer Investment Solutions?

In the current a volatile market, it is essential for investors to understand if solution-oriented mutual funds are a worthwhile addition to their portfolio.


Will ELSS Lose Its Appeal Due to the New Tax Regime

The AMFI data reveals that net inflows into ELSS have reduced significantly compared to other sub-categories of equity-oriented mutual funds.


Mutual Funds

ICICI Pru vs Edelweiss Large Cap Fund: Which One Offers Stability Amid Market Volatility?

With global macroeconomic risks and domestic uncertainties persisting,...


What's Driving Record Inflows into Gold ETFs

Gold ETFs are passively managed mutual funds that aim to track the dom...


Insurance

Good News for Senior Citizen Health Insurance: IRDA Caps Premiums

There were increasing complaints from senior policyholders about sharp...


Term Insurance for Women: Why It’s Time to Prioritise Financial Independence

Many women still tend to overlook one crucial aspect of securing their...


Fund Of The Week

Invesco India Contra Fund: Identifying Opportunities in Out-of-favour Stocks

Invesco India Contra Fund is a Contra Fund that aims to identify out-o...


Nippon India Small Cap Fund: Winning Through High Conviction Quality Stocks

Nippon India Small Cap Fund is the most popular Small Cap Fund whose e...


Financial Planning

How Sukanya Samruddhi Yojana Can Help Fulfil Your Daughter’s Future Needs

Sukanya Samruddhi Yojana, SSY, SSY account, small savings scheme, Gove...


Watch Out for These 7 Warning Signs of Financial Plan Failure

From lack of timely action during the plan’s execution and continued p...


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

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...


How to Get a Rs 25 Lakh Loan with Easy EMI Options

Find out how to secure a Rs 25 lakh loan with easy EMI options and fle...


Mutual Fund Research for Investors

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Vivek Chaurasia | DebtSelect

DebtSelect: February 2025

In its sixth bi-monthly monetary policy review for FY 2024-25, held in...

Divya Grover | FundSelect

FundSelect: February 2025

The Indian equity market was highly volatile in January 2025, with mid...

Mitali Dhoke | NFO Research

ITI Bharat Consumption Fund: Your Gateway to India’s Expanding Consumer Market

India's consumption boom is attracting significant investor attention,...

Vivek Chaurasia | The Alpha Booster Strategy

The Alpha Booster Strategy: February 2025

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

Vivek Chaurasia | Strategic Funds Portfolio 2025

Strategic Funds Portfolio 2025: February 2025

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

Vivek Chaurasia | Active Wealth Multiplier

Active Wealth Multiplier 2030: February 2025

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

Divya Grover | Investment Idea Notes

Investment Ideas: February 2025

The Indian equity market continue to be highly volatile for the fourth...

Rounaq Neroy | The Retire Rich Report

The Retire Rich Report: February 2025

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

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

At the beginning of the month NIL
Received during the month of January 2025 NIL
Resolved during the month of January 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(%)

SEBI Sets Deadline for NFO Fund Deployment: What It Means for Investors

SEBI has mandated the fund houses to deploy the funds collected during NFO period within a specified.

ITI Bharat Consumption Fund: Your Gateway to India’s Expanding Consumer Market

India's consumption boom is attracting significant investor attention, driven by an expanding middle class, rising disposable incomes, and increasing urbanization.

Should You Invest in Nippon India Active Momentum Fund Amid Market Volatility?

Investors are constantly looking for strategies that can help them navigate volatility while capitalizing on emerging opportunities.

Diversify Your Portfolio with Angel One Nifty Total Market Index Fund and ETF

As the market fluctuates, investors are looking for ways to achieve diversified exposure while mitigating risks associated with short-term market swings.

UTI Nifty India Manufacturing Index Fund: Your Gateway to the Manufacturing Sector

As India aspires to become a USD 5 trillion economy, manufacturing is set to play a pivotal role. 

Is Edelweiss Consumption Fund the Right Bet for India’s Growth Story?

For investors seeking exposure to this high-growth segment, the NFO offers an opportunity to participate in India’s long-term consumption story

Position Your Portfolio for Tomorrow with Motilal Oswal Innovation Fund

Investors are increasingly recognizing the potential of these transformative trends, seeking opportunities that align with the future of the global economy.

Axis Nifty500 Momentum 50 Index Fund: A Smart Bet on Market Trends

The launch of the Axis Nifty500 Momentum 50 Index Fund provides investors with a structured and cost-effective way to participate in momentum investing.

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

3 Best Value Funds for 2025 - Top Performing Value Mutual Funds

Value Mutual Funds are equity mutual funds that offer investors the opportunity to benefit from the growth potential of the undiscovered gems of the equity market. In this video explore the 3 best performing Value Funds that are worth monitoring in 2025.

3 Best Value Funds for 2025 - Top Performing Value Mutual Funds
3 Best Mid Cap Funds for 2025 - Top Performing Mid Cap Mutual Funds
Best Micro-Cap Mutual Funds For 2025
3 Best Small Cap Funds to Watch Out in 2025 - Top Performing Small Cap Mutual Funds
Best defence Sector Mutual Funds for 2025
3 Best Multi Asset Allocation Funds for 2025
Best Mutual Funds to Invest in 2025
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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.
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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.