PersonalFN

What Do Long-Term Bond Yields Say About Path to Interest Rates

Bond yields in India are at a 3-year low after two successive policy repo rate cuts by the RBI. This indicates…


Does SEBI's Proposal to Increase Investment Limit in REITs and InvITs Make Sense

The regulator is of the view that this shall increase the capital inflow into these instruments, but…


Mutual Funds

Does SEBI's Proposal to Increase Investment Limit in REITs and InvITs Make Sense

The regulator is of the view that this shall increase the capital infl...


Good News for NRIs Investing in Mutual Funds in India

The recent Income Tax Appellate Tribunal (ITAT) judgement is welcome, ...


Insurance

Flexi SIP vs. Step-up SIP: Which Works Best for Your Financial Goals?

SIPs are a great tool for long-term goals like retirement or your chil...


GST On Insurance Premiums May Reduce From FY26

With the IRDAI having offered its comments to the GST Council recently...


Fund Of The Week

JM Flexi Cap Fund: Rewarding Investors with Robust Returns

JM Flexi Cap Fund is a lesser-known Flexi Cap Fund that has turned out...


HDFC Large Cap Fund: Benefitting from Fundamentally Strong Large-cap Stocks

HDFC Large Cap Fund is a popular Large Cap Fund known for its strong p...


Financial Planning

Are You Holding a Sufficient Contingency Fund Amid Volatile Equity Markets?

The ongoing macroeconomic turbulence could affect every Indian investo...


EPFO to Increase Auto Settlement Limit to Rs 5 Lakh: Learn What This Means for You

In a significant move to further enhance ease of living, EPFO is expec...


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

In Urgent Need of Funds? Here’s How a Loan Against Mutual Funds Can Help

Borrowing against your mutual funds, thinking of taking advantage of t...


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...


Mutual Fund Research for Investors

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Vivek Chaurasia | FundSelect Plus

FundSelect Plus: April 2025

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

Divya Grover | DebtSelect

DebtSelect: April 2025

In its first bi-monthly monetary policy review for FY 2025-26, held in...

Divya Grover | FundSelect

FundSelect: April 2025

Indian equity markets rebounded in March 2025. The Sensex registered a...

Vivek Chaurasia | The Alpha Booster Strategy

The Alpha Booster Strategy: April 2025

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

Vivek Chaurasia | Strategic Funds Portfolio 2025

Strategic Funds Portfolio 2025: April 2025

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

Divya Grover | Active Wealth Multiplier

Active Wealth Multiplier 2030: April 2025

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

Rounaq Neroy | NFO Research

Is Kotak Nifty Top 10 Equal Weight Index Fund the Smarter Way to Invest in Large Caps?

By allocating equal weight to each of the top 10 companies, the fund o...

Rounaq Neroy | The Retire Rich Report

The Retire Rich Report: April 2025

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

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

At the beginning of the month NIL
Received during the month of March 2025 NIL
Resolved during the month of March 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 Revises Cut-Off Timings For Overnight Mutual Fund Schemes: What You Need to Know

The change affects both retail and institutional investors who use these products for short-term investment.

Is Kotak Nifty Top 10 Equal Weight Index Fund the Smarter Way to Invest in Large Caps?

By allocating equal weight to each of the top 10 companies, the fund offers a unique proposition for those aiming to diversify their portfolios

Kotak Energy Opportunities Fund: Riding India’s Energy Transformation

Investors are increasingly showing interest in this transformation, seeking to capitalize on the long-term opportunities it presents.

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.

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

Top Indian Mutual Funds Investing in US Stocks

The S&P 500 has rallied at a time when Indian equities have dropped sharply from their all-time highs. So, which are the top Indian Mutual Funds investing in US stocks? And are they worth considering?

Top Indian Mutual Funds Investing in US Stocks
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
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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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The recommendations of PersonalFN are unbiased and generally have a long term views suitable for common investor like me.
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