PersonalFN

Old Tax Regime vs New Tax Regime: Which One Should You Opt For FY 2022-23?

The tax season is here and you may be confused about the Old vs New Tax Regime which is better? Here's all you need to know to choose between these two options.


The Impact of T+1 Settlement Applicable to Stocks on Your Equity Mutual Funds

Beginning February 1, 2023, investors will benefit from faster redemption settlement in equity mutual funds.


Mutual Funds

Looking to Generate Alpha Over the Long-term? Here’s Why Active Funds May Still Be a Better Option Than Index Funds

The active funds versus passive funds debate refuses to die down. Are ...


SEBI Has Proposed Allowing Private Equity (PE) Funds to Sponsor a Mutual Fund House

The capital markets regulator SEBI, proposed allowing Private Equity (...


Insurance

What Is Loan Protection Insurance? Should You Buy It?

If you have a huge loan burden that you do not want to pass on to your...


Secure Your Wife's Future with Term Insurance under the MWP Act

In case of any outstanding dues to the banks, other financial institut...


Fund Of The Week

Canara Robeco Emerging Equities Fund: Outpacing Peers by Managing Risks

Canara Robeco Emerging Equities Fund is a popular scheme in the Large ...


HDFC Flexi Cap Fund: Growing through High Conviction Bets

HDFC Flexi Cap Fund is one of the most popular Flexi Cap Funds that ha...


Financial Planning

This Republic Day You Must Pledge to Attain Financial Freedom!

With the Indian Republic turning 74 this year, it is an ideal opportun...


The SMART Way to Calculate the Return You Need And Invest Wisely for Your Goals

Investing in asset classes that have potential to yield higher returns...


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

Fly High with an Education Loan This Makar Sankranti

An education loan can fuel your dream of higher education in India or ...


7 Ways to Avoid Taking Loans

Certain loans help you achieve your dreams at an early age, improve yo...


Mutual Fund Research for Investors

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Vivek Chaurasia | FundSelect Plus

FundSelect Plus: January 2023

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

Mitali Dhoke | NFO Research

Will WhiteOak Capital Balanced Advantage Fund Manage Your Portfolio Risk?

WhiteOak Capital Mutual Fund has launched WhiteOak Capital Balanced Ad...

Vivek Chaurasia | DebtSelect

DebtSelect: January 2023

The RBI, in order to tame the higher inflation, raised the policy repo...

Divya Grover | FundSelect

FundSelect: January 2023

We are in the last quarter of the FY 2022-23. Many individuals have th...

Vivek Chaurasia | The Alpha Booster Strategy

The Alpha Booster Strategy: January 2023

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

Vivek Chaurasia | Strategic Funds Portfolio 2025

Strategic Funds Portfolio 2025: January 2023

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

Vivek Chaurasia | Active Wealth Multiplier

Active Wealth Multiplier 2030: January 2023

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

Rounaq Neroy | Investment Idea Notes

Investment Ideas: January 2023

After scaling record highs in November 2022, the equity market ended D...

Investment Advisory - Number of Complaints for the month of December 2022

At the beginning of the month NIL
Received during the month of December 2022 NIL
Resolved during the month of December 2022 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

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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(%)

ITI Mutual Fund Introduces ITI Flexi Cap Fund

ITI Mutual Fund has launched – ITI Flexi Cap Fund It is an open-ended dynamic equity sc

Anoop Bhaskar to Quit IDFC Mutual Fund, Manish Gunwani to Takeover as New Head of Equity

Anoop Bhaskar, the current head of equities at IDFC Mutual Fund, is set to depart the fund house

WhiteOak Capital Mutual Fund Launches WhiteOak Capital Balanced Advantage Fund

WhiteOak Capital Mutual Fund has launched – WhiteOak Capital Balanced Advantage Fund It

SEBI Investigates the Investments between Nippon India Mutual Fund and YES Bank

The capital markets regulator, Securities Exchange Board of India (SEBI) is probing investments b

Tata Mutual Fund Introduces Tata Multicap Fund

Tata Mutual Fund has launched – Tata Multicap Fund It is an open-ended equity scheme in

SEBI Proposes Allowing Private Equity (PE) Funds to Sponsor Mutual Fund Houses

The capital markets regulator, Securities Exchange Board of India (SEBI), has proposed allow

HSBC Mutual Fund Introduces HSBC Multi Cap Fund

HSBC Mutual Fund has launched – HSBC Multi Cap Fund It is an open-ended equity scheme i

Aditya Birla Sun Life Mutual Fund Introduces ABSL Multi-Asset Allocation Fund

ABSL Mutual Fund has launched – ABSL Multi-Asset Allocation Fund It is an open ended sc

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.
Knowledge Center
3 Best Balanced Advantage Funds or Dynamic Asset Allocation Funds to Invest in 2023
3 Best Balanced Advantage Funds or Dynamic Asset Allocation Funds to Invest in 2023
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.
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
BHARAT Bond ETF And Fund of Fund - April 2033: Here’s all You Need to Know
Edelweiss Mutual Fund has launched the fourth tranche of BHARAT Bond ETF – April 2033 and BHARAT Bond ETF FOF – April 2033.

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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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