PersonalFN

Comparing Mutual Funds? Here’s Why You Should Use the Information Ratio

The Information Ratio reflects a portfolio manager’s skill and ability to generate excess returns relative to a benchmark.


Caught in the Mid and Small-Caps Tumble? Time to Review Your Portfolio!

Now is the crucial time for investors to review their portfolios and determine whether their portfolios can sustain the waves of volatility


Mutual Funds

Decoding the Recent Market Correction: What’s Behind the Fall in Mid and Small Caps

Investors who have been riding high on the robust gains in SMIDS are c...


ICICI Pru Multi-Asset Fund vs Quant Multi-Asset Fund: Which One is Riskier?

In the current market scenario marked by heightened volatility and unc...


Insurance

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

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


How ULIPs Will Be Taxed After the Union Budget 2025-26

Finance Minister, Ms Nirmala Sitharaman, has made certain changes in t...


Fund Of The Week

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...


Canara Robeco Bluechip Equity Fund: Showcasing Resilience in Bearish Phases

Canara Robeco Bluechip Equity Fund is a prudently managed Large Cap Fu...


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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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...

Vivek Chaurasia | FundSelect Plus

FundSelect Plus: January 2025

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

Divya Grover | FundSelect

FundSelect: January 2025

The Indian equity market faced headwinds in December 2024 and early Ja...

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

The High Potential
Value Funds For 2024

3 Best Value Funds for 2024
3 Deeply Researched and Carefully Shortlisted
Value Funds For 2024
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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 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.

Kotak MF Brings You Closer to India’s Top 30 Companies with BSE Sensex Index Fund

In the current market uncertainty, choosing a stable and diversified investment option like a Sensex index fund could be considered a prudent decision.

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 Mid Cap Funds for 2025 - Top Performing Mid Cap Mutual Funds

Mid Cap Funds offer an attractive investment proposition as they carry allocation to stocks from emerging and niche segments that have the potential to become bluechips of tomorrow. In this video explore the 3 best performing Mid Cap Funds that are worth monitoring in 2025.

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
Best Tax Saving Mutual Funds or ELSS for 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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The recommendations of PersonalFN are unbiased and generally have a long term views suitable for common investor like me.
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