PersonalFN

Why You Should Buy Cashless Health Insurance for Your Family

A cashless health insurance policy offers the benefit of immediate access to healthcare services without the concern of settling hospital bills and treatment expenses upfront.


Capitalize on Specialty Chemical Boom with these Top 5 Mutual Funds

The specialty chemicals industry, with its diverse applications across various sectors, stands as a promising avenue for investors.


Mutual Funds

The Ultimate Investment Framework to Beat Market Volatility

Since volatility cannot be avoided, its impact on your portfolio can o...


Understand the Risk-Return Dynamics of Mutual Funds: A Practical Guide to Alpha and Beta

By evaluating the alpha and beta alongside the past performance of a m...


Insurance

Pros and Cons of Health Insurance Portability

Navigating Health Insurance Portability: Unveiling the Pros and Cons o...


Why Endowment Plans May Not Be a Good Investment Choice for You

Avoid intertwining insurance and investment, as doing so is likely to ...


Fund Of The Week

Quant Midcap Fund: Growing through Active Portfolio Strategy

Quant Mid Cap Fund is an emerging Mid Cap Fund that has recorded extra...


HDFC Flexi Cap Fund: Gaining from High Conviction Stocks

HDFC Flexi Cap Fund is a popular Flexi Cap Fund that has made a robust...


Financial Planning

Smart Financial Planning: Don't Risk Your Long-Term Goals to Meet Short-Term Expenses

The festive season is a time for celebration and joy, but it can also ...


This Diwali Lighten Up Your Financial Well-Being with These 5 Financial Lessons

This Diwali, let the light of financial well-being illuminate your pat...


Retirement Planning

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...


Here's Why NPS Subscribers Partially Withdraw their Retirement Savings

In the last few years, the PFRDA statistics reveal a rising trend in p...


Loans

Should You Say “I Do” to the Personal Loan This Wedding Season?

If you lack a financial plan for your wedding, a personal may provide ...


RBI New Guidelines for Personal Loans

The banks and NBFCs that offer unsecured personal loans, consumer dura...


Mutual Fund Research for Investors

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Vivek Chaurasia | FundSelect Plus

FundSelect Plus: November 2023

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

Vivek Chaurasia | DebtSelect

DebtSelect: November 2023

Despite the enhanced margin of safety following a significant rise in ...

Divya Grover | FundSelect

FundSelect: November 2023

The upward trend has been primarily fuelled by the notable performance...

Rounaq Neroy | Investment Idea Notes

Investment Ideas: November 2023

After a euphoric rally between April and early September, the Indian e...

Vivek Chaurasia | The Alpha Booster Strategy

The Alpha Booster Strategy: November 2023

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

Vivek Chaurasia | Strategic Funds Portfolio 2025

Strategic Funds Portfolio 2025: November 2023

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

Vivek Chaurasia | Active Wealth Multiplier

Active Wealth Multiplier 2030: November 2023

In the November 2023 issue, our main focus centres on assessing the pe...

Rounaq Neroy | The Retire Rich Report

The Retire Rich Report: November 2023

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

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

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

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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(%)

WhiteOak Capital Mutual Fund Introduces WhiteOak Capital Large and Mid Cap Fund

WhiteOak Mutual Fund launches – WhiteOak Capital Large & Mid Cap Fund It is an open

Axis Mutual Fund Introduces Axis India Manufacturing Fund

Axis Mutual Fund launches – Axis India Manufacturing Fund It is an open-ended equity sc

Bajaj Finserv Mutual Fund Introduces Balanced Advantage Fund: Catering to Risk-Averse Investors

Bajaj Finserv Mutual Fund launches – Bajaj Finserv Balanced Advantage Fund It is an ope

Kotak Mahindra Mutual Fund Taps into Indias Healthcare Boom with New Fund Offer

Kotak Mutual Fund launches – Kotak Healthcare Fund It is an open ended equity scheme in

DSP Mutual Fund Introduces DSP Banking and Financial Services Fund A Bridge to BFSI Sector Growth

DSP Mutual Fund launches – DSP Banking & Financial Services Fund It is an open ende

SEBI to Relax KYC Norms A Step Towards Easier Mutual Fund Investments

The Securities and Exchange Board of India (SEBI) is planning to relax the Know Your Customer (KY

A New Investment Opportunity in Precious Metals Edelweiss Mutual Fund Launches Edelweiss Silver ETF

Edelweiss Mutual Fund taps into the Silver market with launch of – Edelweiss Silver ETF

New Entrant Old Bridge Mutual Fund Applies for its First Fund with SEBI

Old Bridge Mutual Fund, backed by Kenneth Andrade’s Old Bridge Capital Management, has file

Mutual Funds
5 Equity Mutual Funds Having Higher Exposure to Artificial Intelligence (AI) Stocks
NASSCOM expects Artificial Intelligence to contribute an additional US $957 billion to India's economy by 2035.
Knowledge Center
Best Large & Mid Cap Mutual Funds to Invest in 2023 - Top Performing Large & Mid Cap Mutual Funds in India
Best Large & Mid Cap Mutual Funds to Invest in 2023 - Top Performing Large & Mid Cap Mutual Funds in India
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
These 5 Mutual Funds Are Betting Big on Defence Stocks
Amidst escalating geopolitical tensions, defence as a sector plays a crucial role and holds a bright future.

Mutual Fund Screener

Momentum Investing: All You Need to Know About Momentum Mutual Funds

To Explore the world of momentum mutual funds, expertly crafted investment vehicles that harness the power of momentum investing. Watch this video!

Momentum Investing: All You Need to Know About Momentum Mutual Funds
4 Best Large Cap Funds for 2024 - Top Performing Large Cap Mutual Funds in India
3 Best Liquid Funds for 2024
Oops! Transferred Funds to the Wrong UPI Address Here's What to Do
India’s Digital Rupee in Circulation RBI to Boost Digital Currency Adoption
7 Top Performing Mutual Funds with Highest 10-Year Rolling Returns
Are Mutual Fund Ratings Foolproof?
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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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