PersonalFN

7 Important Steps to Begin Your Financial Planning Journey This Gudi Padwa

As we begin the new year, it is essential to have an auspicious start to ensure a prosperous and fulfilling year ahead.


Groww to Acquire Indiabulls Mutual Fund. What Does it Mean for Investors?

Indiabulls Mutual Fund announced the change in control of Indiabulls AMC and Trustee Company pursuant to takeover by the new sponsor ‘Nextbillion Technology’, the step-down subsidiary of Groww Inc.


Mutual Funds

How the SIP Calculator Helps You Assess Your Mutual Fund SIP Returns

In this article, you will look at how you can assess your mutual fund ...


Update Your Nominees for Mutual Funds by March 31st to Avoid Freezing Your Investments

SEBI has mandated to submit the details of nominations of your mutual...


Insurance

8 Ways to Keep Your Healthcare and Health Insurance Affordable

Having access to quality healthcare is crucial for maintaining a healt...


Buying Insurance as an Investment - A Smart Strategy or Risky Move?

It is best to invest in carefully selected equity mutual funds for you...


Fund Of The Week

Quant Active Fund: Identifying High-growth Stocks across Market Caps

Quant Active Fund is an agile scheme in the Multi Cap Fund category th...


SBI Small Cap Fund: Focusing on Multi-bagger Small-sized Companies

SBI Small Cap Fund is one of the most popular schemes in the Small Cap...


Financial Planning

How the High Cost of Reckless Borrowing Can Derail Your Financial Plan

The high cost of borrowing is when the borrower pays a larger part of ...


7 Simple Tips on How Retirees Can Manage Their Finances

Managing finances after retirement is crucial to ensure a comfortable ...


Retirement Planning

Here's a Robust Roadmap to Retirement Planning for Millennials

Millennials may consider a comprehensive roadmap to retirement in this...


Top 5 Government-backed Pension Plans for Senior Citizens

The government of India has launched several special pension schemes f...


Loans

What to Do When You Can't Repay a Loan: Understanding Your Legal Rights

In India, defaulting on a bank loan (i.e., being unable to repay the b...


How Your Tax Refund Could Improve Your Credit Score

Here are the ways how you can use your tax refund to improve your cred...


Mutual Fund Research for Investors

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Vivek Chaurasia | DebtSelect

DebtSelect: March 2023

In its last policy review for the fiscal year 2022-23, held in Februar...

Divya Grover | FundSelect

FundSelect: March 2023

The Indian equity markets continued the downward trend and ended deep ...

Mitali Dhoke | NFO Research

Kotak Silver ETF Fund of Fund: Will Investment in Silver be Worthwhile?

Kotak Mahindra Mutual Fund has launched Kotak Silver ETF Fund of Fund,...

Vivek Chaurasia | Strategic Funds Portfolio 2025

Strategic Funds Portfolio 2025: March 2023

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

Vivek Chaurasia | The Alpha Booster Strategy

The Alpha Booster Strategy: March 2023

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

Vivek Chaurasia | Active Wealth Multiplier

Active Wealth Multiplier 2030: March 2023

In this issue, we have analysed the performance of eight equity funds ...

Rounaq Neroy | Investment Idea Notes

Investment Ideas: March 2023

Equity markets started February on a strong note following the Union B...

Rounaq Neroy | The Retire Rich Report

The Retire Rich Report: March 2023

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

Investment Advisory - Number of Complaints for the month of February 2023

At the beginning of the month NIL
Received during the month of February 2023 NIL
Resolved during the month of February 2023 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

A Penny Saved Is A Penny Earned
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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(%)

Indiabulls Mutual Fund will now be Groww Mutual Fund

The board of directors of Indiabulls AMC have approved a sponsorship shift from Indiabulls Housin

Kotak Mahindra Mutual Fund Introduces – Kotak Silver ETF Fund of Fund

Kotak Mahindra Mutual Fund has launched – Kotak Silver ETF Fund of Fund. It is an open-

NJ Mutual Fund Launches NJ ELSS Tax Saver Scheme

NJ Mutual Fund has launched – NJ ELSS Tax Saver Scheme. It is an open-ended equity link

Bandhan Mutual Fund Introduces Bandhan US Treasury Bond 0-1 Year Fund of Fund

Bandhan Mutual Fund (erstwhile IDFC Mutual Fund) has launched – Bandhan US Treasury Bond 0-

Mirae Asset Mutual Fund Launches Mirae Asset Nifty 100 Low Volatility 30 ETF Fund

Mirae Asset Mutual Fund has launched – Mirae Asset Nifty 100 Low Volatility 30 ETF. It

Baroda BNP Paribas Mutual Fund Launches Baroda BNP Paribas NIFTY SDL December 2028 Index Fund

Baroda BNP Paribas Mutual Fund has launched – Baroda BNP Paribas NIFTY SDL December 2028 In

UTI Mutual Fund Introduces – UTI Long Duration Fund

UTI Mutual Fund has launched – UTI Long Duration Fund It is an open-ended debt scheme i

JM Financial Mutual Fund Launches JM Corporate Bond Fund

JM Financial Mutual Fund has launched – JM Corporate Bond Fund It is an open-ended debt

Mutual Funds
4 Best Equity Mutual Funds to Invest in a Volatile Market
The equity market has witnessed intense volatility off late due to factors such as elevated inflation levels, fears of global slowdown, shrinking profitability of India Inc., heavy selling by foreign investors, and the more recent Adani saga.
Knowledge Center
Looking for Top-rated or Best Mutual Funds to Invest In? Read This!
Looking for Top-rated or Best Mutual Funds to Invest In? Read This!
Mutual Funds
7 Best Mutual Funds to Invest in 2023 - Top Performing Mutual Funds in India
There are over hundreds of equity mutual fund schemes spread across various sub-categories currently available for investment. However, not all equity mutual funds are worthy of your investment; many schemes fail to beat benchmark returns even over long-term time frames.
Mutual Funds
3 Best ELSS to Invest in 2023 – Top Performing Tax Saving Mutual Funds in India
ELSS (tax saving mutual funds) are equity-oriented mutual funds that invest a minimum of 80% of their total assets in equity and equity-related instruments and come with a mandatory lock-in period of 3 years along with tax benefits.

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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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