FundSelect

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FundSelect is Vivek Chaurasia's premium service that covers detailed analysis on diversified equity schemes, aggressive hybrid schemes and ELSS, that helps subscribers to make well informed investment decisions and select solid equity funds for their portfolio.

As a premium member, you will receive a monthly report on which mutual funds to Buy, Hold or Sell, along with regular updates from Vivek on all the equity mutual funds he has recommended under the service.

FundSelect is a research subscription service backed by our proprietary SMART Score Matrix.

S M A R T
Systems and Processes Market Cycle Performance Asset Management Style Risk-Reward Ratios Performance Track Record
 

FundSelect is a research subscription service on equity mutual fund schemes. It provides value added information on various mutual funds to help you as an investor make informed investment decisions. FundSelect carries the expertise of a research team which has been researching and advising on mutual funds since 1999. It delivers unbiased and independent opinion on mutual funds and follows a rigorous research process based on various qualitative and quantitative parameters.


What is the goal of FundSelect?

The goal of FundSelect is to pick and recommend high quality and reliable equity mutual funds with high return potential.


What does FundSelect offer?

The FundSelect service has three parts to it.

The first part covers the rationale of the recommendation and a detailed report on funds selected for the month.

The second part is the review of performance of all FundSelect recommendations where we have not recommended a sell yet.

The third part is the current view and ratings on all equity funds under our coverage.

Please do have a look at a sample report for FundSelect.


Who are the editors of FundSelect?

Vivek Chaurasia (Research Analyst), is the editor of FundSelect and FundSelect Plus, the flagship research services of PersonalFN. He is also an active contributor to PersonalFN's most popular newsletter read by over 150,000 subscribers, Daily Weatlh Letter. Having over a decade of experience in analyzing mutual funds, Vivek understands functioning of the mutual fund industry very well and applies his financial and analytical skills to closely scrutinize each fund to his satisfaction.

Vivek joined PersonalFN as a Senior Research Analyst in 2009, and quickly adopted the philosophy of our research team, i.e. honest and unbiased research for naive investors, who are tired of being mis-sold. Over these years, he has developed a robust fund selection and filtration model - 'SMART Score model' that has been tested across various cycles now and constantly looks for scope to strengthen it further. Vivek follows the principle of safety first when it comes to picking funds for investors. That is the reason he has a long list of rejected funds as compared to the ones he has endorsed so far.

Vivek is an avid follower of John C. Bogle (the founder of The Vanguard Group and the author of the bestseller book - Common Sense on Mutual Funds: New Imperatives for the Intelligent Investor) and Warren Buffet (one of the most successful investors of all time)

Divya Grover is a Research Analyst at PersonalFN and co-editor for FundSelect, the flagship research service of PersonalFN. She is also the co-editor of DebtSelect. Divya is an avid reader which helps her in analysing industry trends and producing insightful articles for PersonalFN's popular newsletter - Daily Wealth letter, read by over 1.5 lakh subscribers.

Divya joined PersonalFN in 2019 and has since then used stringent quantitative and qualitative parameters to analyse funds to provide honest and unbiased research to investors. She endeavours to enable investors make informed investment decision and thereby safeguard their wealth.


What is the frequency of the reports and what is the minimum number of reports expected annually?

The FundSelect reports are sent out by 20th of the month (or the next working day incase 20th is a holiday). The FundSelect archives and reports are accessible 24X7 to its members. One research report is published under FundSelect every month. So there would be minimum 12 reports each year. Having said that if certain market conditions warrant more frequent or special updates and recommendations, subscribers would get that through our special update mails over and above the monthly recommendations. In addition to the monthly performance reports, any crucial update on funds covered under FundSelect will be communicated to FundSelect subscribers.


What kind of returns can one expect through FundSelect?

Since the aim of FundSelect is to recommend relatively safe and quality funds, the service aims to recommend funds which have the potential to generate superior returns and beat the category average and broader market index like S&P BSE 200 in the long run. Our biggest multibaggers have been the funds recommended in this service that we have been asking subscribers to hold on for over 5-10 years because of their quality. Hence, it should not be assumed that mutual funds cannot offer multibagger returns.


Source: ACE MF, PersonalFN Research;
Performance as on December 31, 2020;
Past performance is no guarantee of future results
 

According to us, equity mutual funds should comprise at least 50% of one's total equity portfolio, as mutual funds play an important role while creating portfolios for one's various life goals. The type and allocation to funds in the portfolio will of course vary from person to person. For something that works best for you, we recommend you talk to your investment advisor.

Here is something our subscribers have to say about their experience in FundSelect...


What FundSelect does not offer?

FundSelect is a generalized recommendation service. We do not offer customized or personalized opinions for any particular subscriber or class of subscribers under FundSelect. We strongly recommend our subscribers seek professional advice before taking any decisions for their investments.


I want to know more about FundSelect. How should I proceed?

You can write to us with all your queries and we will be delighted to assist you. Alternatively, you can call us on +91-22-61361200 between 10 am to 6 pm from Monday to Friday.


How can I try FundSelect?

We are delighted to inform you that you can try FundSelect completely risk free! There's a 30-day money back guarantee. So if it turns out that you don't like FundSelect, we'll gladly give back every rupee you paid for it.

Try FundSelect Now!