How a Financial Planner Can Help You Accomplish Financial Goals?

Unlock the secrets to financial success with insights on how a financial planner can help you achieve your goals and build long-term wealth.

Parag Parikh ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund: Pick Your Tax-Saving Option

This article delves into the world of Equity Linked Savings Schemes (ELSS), highlighting two popular contenders.

Mutual Funds

Best Mutual Funds for Beginners

While there are numerous investing options accessible today, mutual fu...

Is Your Mutual Fund KYC Status ‘On Hold’? Here’s Good News

After receiving feedback from the stakeholders in the securities marke...


HDFC Ergo Withdraws Three Health Insurance Plans

HDFC Ergo's recent decision to withdraw three health insurance policie...

How to Port Your Health Insurance Policy

Discover essential guidelines on Health Insurance portability and maki...

Fund Of The Week

Tata Small Cap Fund: Gaining Big through Small-sized Companies

Tata Small Cap Fund is a relatively small-sized scheme in the Small Ca...

Canara Robeco Bluechip Equity Fund: Displaying Stable Long-term Performance

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

Financial Planning

How to Assess Your Risk Profile for Investments?

Unlock the secrets to optimising your investment returns while navigat...

10 Financial Gifts for Mother’s Day: Empowering Mom

Discover 10 thoughtful financial gifts for Mother's Day to empower Mom...

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...


7 Things to Do When Closing Your Loan Account

Discover the essential steps to ensure a smooth transition when closin...

Will Home Loans Get Cheaper During General Elections

Home loan borrowers eagerly expecting a Repo Rate cut are now shifting...

Mutual Fund Research for Investors

Read More
Mitali Dhoke | NFO Research

Plan Your Golden Years: Baroda BNP Paribas Retirement Fund

Baroda BNP Paribas Mutual Fund has launched Baroda BNP Paribas Retirem...

Vivek Chaurasia | The Alpha Booster Strategy

The Alpha Booster Strategy: May 2024

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

Vivek Chaurasia | Strategic Funds Portfolio 2025

Strategic Funds Portfolio 2025: May 2024

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

Vivek Chaurasia | Active Wealth Multiplier

Active Wealth Multiplier 2030: May 2024

The focus of the May 2024 report revolves around evaluating the perfor...

Rounaq Neroy | Investment Idea Notes

Investment Ideas: May 2024

The Nifty 50 index and the S&P BSE Sensex hit a lifetime high in early...

Rounaq Neroy | The Retire Rich Report

The Retire Rich Report: May 2024

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

Vivek Chaurasia | FundSelect Plus

FundSelect Plus: April 2024

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

Vivek Chaurasia | DebtSelect

DebtSelect: April 2024

Following a series of rate hikes, the decisions to keep policy rates s...

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

At the beginning of the month NIL
Received during the month of April 2024 NIL
Resolved during the month of April 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(%)

DSP Mutual Fund Offers Passive Investing Option with Nifty Bank Index Fund

DSP Mutual Fund has launched DSP Nifty Bank Index Fund. DSP Nifty Bank Index Fund i

Bajaj Finserv Makes Portfolio Diversification Easy With New Multi-Asset Allocation Fund

Bajaj Finserv Mutual Fund has launched Bajaj Finserv Multi-Asset Allocation Fund. B

Baroda BNP Paribas Retirement Fund: Is this NFO Ideal for Your Retirement Planning

  Retirement, as you all know, is a vital financial goal. But in times when inflation is

Aditya Birla SL Mutual Fund launches Aditya Birla Sun Life Nifty PSE ETF

  Aditya Birla SL Mutual Fund has launched Aditya Birla Sun Life Nifty PSE ETF. It i

Axis Mutual Fund Introduces Axis Nifty Bank Index Fund

  Axis Mutual Fund has introduced the Axis Nifty Bank Index Fund, an open-ended index fu

Groww Mutual Fund Launches Grow Nifty Non-Cyclical Consumer Index Fund

  Groww Mutual Fund whose philosophy is built on the pillars of simplicity, transparency

NFO: Edelweiss Nifty Alpha Low Volatility 30 Index Fund-All You Need to Know

  Edelweiss Mutual Fund has launched the Edelweiss Nifty Alpha Low Volatility 30 Index F

HDFC Mutual Fund launches HDFC Manufacturing Fund

  HDFC Mutual Fund has launched HDFC Manufacturing Fund. HDFC Manufacturing Fund is

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

Don't Get Fooled! How Pig-butchering Scam Is Taking a Toll on Indian Investors

The Indian financial landscape aiming for innovation has unfortunately become the hunting ground for sophisticated scammers.

Don't Get Fooled! How Pig-butchering Scam Is Taking a Toll on Indian Investors
Manufacturing Mutual Funds: Are they Worthy of Your Investment Portfolio?
Decoding India's Small Caps: HDFC Small Cap Fund vs Nippon India Small Cap Fund
Small Cap Index at an All-time High! Should You Rejoice or Worry?
3 Best Focused Funds for 2024 - Top Performing Focused Mutual Funds in India
Keep Your Money Safe and Liquid During Election Jitters: Take a Look at Liquid Funds
IRDAI Removes Age Limits on Health Insurance Purchase

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.