What to Expect from Modi 3.0 Full Budget on July 23, 2024

As India prepares for the budget presentation under Prime Minister Narendra Modi's leadership, expectations are running high across various sections of society.

5 Top-Performing Small Cap Mutual Funds of 2024 in India Over the Last 5 Years

Surpassing all expectations, the Nifty Small Cap 250 index has grown over 3.5 times in the last five years and is currently at its all-time high level.

Mutual Funds

Will SEBI's 'New Asset Class' Proposal Be Worthwhile for You

The New Asset Class, according to the regulator, will be a new investm...

Why Modi 3.0’s Full Budget Needs to Harmonize Capital Gains Tax

There are a range of expectations and many hope to see reforms continu...


6 Ways to Financially Prepare For Healthcare Expenses During Retirement

Confidently navigate medical expenses in your golden years, ensuring f...

Is It Really Worth Buying a Term Life Insurance Policy?

Discover whether a term life insurance policy is worth your investment...

Fund Of The Week

ICICI Pru Bluechip Fund: Displaying Track Record of Noteworthy Long-term Returns

ICICI Pru Bluechip Fund is a prominent Large Cap Fund with a stellar t...

SBI Long Term Equity Fund: Exhibiting Extraordinary Performance Turnaround

SBI Long Term Equity Fund is one of the oldest and most popular scheme...

Financial Planning

Here's Why You Should Say No to a Car Loan

Learn why saying no to a car loan and opting for smart financial plann...

From Volatility to Opportunity: Reviewing Portfolios Amid India's 2024 Market Trends

A portfolio review is crucial for investors to ensure their investment...

Retirement Planning

NPS Withdrawal Rule Change: Know What It Means to the NPS Subscribers

If you intend to choose a systematic lumpsum withdrawal for your NPS c...

Retirement Corpus Building Made Easy: Unlock the Power of the 3-Bucket Strategy

Creating a smart retirement strategy is crucial to ensure you spend th...


Benefits of Using a Home Loan EMI Calculator

Discover how a home loan EMI calculator can simplify your financial pl...

The Benefits of Using RuPay Credit Cards for Online Shopping

Here are the numerous advantages of using RuPay credit cards for your ...

Mutual Fund Research for Investors

Read More
Vivek Chaurasia | The Alpha Booster Strategy

The Alpha Booster Strategy: July 2024

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

Vivek Chaurasia | Strategic Funds Portfolio 2025

Strategic Funds Portfolio 2025: July 2024

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

Vivek Chaurasia | Active Wealth Multiplier

Active Wealth Multiplier 2030: July 2024

The focus of the July 2024 report is on evaluating the performance of ...

Divya Grover | Investment Idea Notes

Investment Ideas: July 2024

The Nifty 50 soared 6.6% in June 2024, while the Sensex gained 6.9% in...

Rounaq Neroy | The Retire Rich Report

The Retire Rich Report: July 2024

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

Vivek Chaurasia | FundSelect Plus

FundSelect Plus: June 2024

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

Vivek Chaurasia | DebtSelect

DebtSelect: June 2024

In the June 2024 bi-monthly monetary policy meeting, the RBI's Monetar...

Divya Grover | FundSelect

FundSelect: June 2024

Despite the initial dip due to unexpected election results, the market...

Investment Advisory - Number of Complaints for the month of June 2024

At the beginning of the month NIL
Received during the month of June 2024 NIL
Resolved during the month of June 2024 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

The High Potential
Value Funds For 2024

3 Best Value Funds for 2024
3 Deeply Researched and Carefully Shortlisted
Value Funds For 2024
Delivered instantly to your inbox

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(%)

Canara Robeco Mutual Fund launches Canara Robeco Balanced Advantage Fund

Canara Robeco Mutual Fund has launched Canara Robeco Balanced Advantage Fund It is

Mirae Asset MF Offers Easy Access to Alpha Strategy with New Nifty200 Alpha 30 ETF FOF

Mirae Asset Mutual Fund has launched Mirae Asset Nifty200 Alpha 30 ETF Fund of Fund

Tata Nifty Tourism Index Fund: Your Gateway for Wealth Creation?

  At the lifetime high of the Indian equity, Tata Mutual Fund has launched India’s

Edelweiss Mutual Fund Launches Edelweiss Business Cycle Fund

Edelweiss Mutual Fund has launched Edelweiss Business Cycle Fund. The fund house is of the view t

SEBI’s New Norms for Passive Funds. Here’s What You Need to Know

  The capital market regulator, the Securities and Exchange Board of India (SEBI), vide

ICICI Prudential Nifty Oil & Gas ETF: A Worthwhile Proposition?

  ICICI Prudential Mutual Fund has come up with India’s first Oil & Gas ETF tr

Invest in Growth Across Market Caps with Franklin Templetons New Multi Cap Fund

Franklin Templeton Mutual Fund has launched Franklin India Multi Cap Fund It is an

Kotak Small Cap Fund Subscriptions Resume After Temporary Halt

In the world of mutual funds, the strategies and decisions fund managers make can significantly i

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

High Return Potential Thematic Mutual Funds: Who Should Invest in Them?

Numerous Thematic Funds, particularly those focusing on key economic segments such as manufacturing, engineering, infrastructure, and energy, have done well over the last couple of years. In this video, find out which Thematic Funds turned out to be top-performing schemes, the reason behind the rally, and whether you should consider investing in them.

High Return Potential Thematic Mutual Funds: Who Should Invest in Them?
How Many Mutual Funds Should I Invest In? Avoid Over-Diversifying Your Portfolio
All You Need to Know About AIS
Top 5 Green Energy Mutual Funds: Powering Your Portfolio with Sustainability
Form 26AS and How to Download It
5 Top Performing Mid Cap Mutual Funds of 2024 in India Over the Last 5 Years
Top 7 Equity Mutual Funds That Delivered Over 20% CAGR in Modi 2.0

What Our Clients Say about PersonalFN

View More Testimonials
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.
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.
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.