PersonalFN @personalfn Channel on Telegram

PersonalFN

@personalfn

Get Unbiased Mutual Fund Research and Financial Planning Services

PersonalFN (English)

Are you looking for unbiased and reliable information on mutual funds and financial planning? Look no further than PersonalFN! This Telegram channel, with the username @personalfn, offers a wide range of services to help individuals make informed decisions about their investments. Whether you are a seasoned investor or just starting out, PersonalFN has something for everyone. With expert research and analysis, you can trust that the information provided is accurate and up-to-date. PersonalFN is committed to providing transparent and unbiased advice to its subscribers. Join the channel today to stay informed about the latest trends in the world of mutual funds and financial planning. Don't miss out on this valuable resource that can help you secure your financial future. Subscribe to PersonalFN now and take control of your investments!

PersonalFN

13 Jan, 10:35

With healthcare inflation soaring, deductions under Section 80D for health insurance premiums are due for an upgrade. Discover why the Union Budget 2025-26 needs to address this issue.

Read On.
https://bit.ly/4acSaM4
156
PersonalFN

13 Jan, 06:09

ELSS or tax-saving mutual funds are particularly a meaningful choice if you are willing to take some market-linked risk and the investment objective is capital appreciation over a time horizon of 3 years or more. Find out which are the Best ELSS mutual funds in India to invest in 2025 in this video.

https://youtu.be/ll_s7TaRZUs
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PersonalFN

13 Jan, 05:25

For investors seeking the stability of large caps while benefitting from the high growth potential of mid caps, Large & Mid Cap Funds present a worthwhile opportunity. In this video explore the best Large & Mid Cap Funds to Watch Out in 2025. #mutualfund #bestlarge&midcapfunds2025 #toplarge&midcapfunds

https://youtu.be/GqDzOi_GLVI
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PersonalFN

10 Jan, 12:20

Seeking higher returns in 2025? Microcap funds may be your next best move! Explore the Best Microcap Mutual Funds for 2025 today!#MutualFunds #microcapmutualfunds #microcapstocks #highriskhighreward #microcapfunds2025 #mutualfunds2025 #unexploredsegment #potentialgrowth #emergingmarket #microcapsegment #dailywealthletter

Read On.
https://bit.ly/4jd5PH2
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PersonalFN

10 Jan, 11:20

The Mumbai Torres Jewellery Scam is worth Rs 1,000 crore. Discover how to protect yourself from financial frauds, scams, and Ponzi schemes. Learn the red flags and tips to safeguard your investments and online activities.

Read on.
https://bit.ly/3WbvCFG
325
PersonalFN

09 Jan, 11:12

Explore the Top 5 Infrastructure Mutual Funds for 2025 and invest in the future of India's growth story!

https://youtu.be/fDH5eayiIsg
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PersonalFN

09 Jan, 10:58

SBI Bluechip Fund is a popular Large Cap Fund whose focus on quality stocks has resulted in satisfactory long-term gains for investors. In this edition of the Daily Wealth Letter find out more about its performance, portfolio, and investment strategies. #equity #mutualfund #sbi #bluechipfund #largecapfund

Read On.
https://bit.ly/40qAN7h
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PersonalFN

08 Jan, 12:01

Discover AMFI’s transformative proposals for Budget 2025 that could reshape the future of debt mutual funds in India! Learn how these changes could benefit your investments.

Read On.
https://bit.ly/3PsARx9

#MutualFunds #indexationbenefitrestoration #Budget2025-26 #AMFIBudgetproposals #AMFI15Pointproposalbudget2025 #mutualfunds2025 #taxbenefits #LTCG #debtfundinvestors #dailywealthletter
406
PersonalFN

08 Jan, 11:19

Small Cap Funds have witnessed a spectacular run in the last five years having generated average CAGR of 32%. In this edition of the Daily Wealth Letter find out the will the outperformance in the small-cap segment continue in 2025 or should investors brace for a market correction? #equity #mutualfund #smallcapfund

Read On.
https://bit.ly/4fRdMz0
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PersonalFN

08 Jan, 09:37

Exit loads aren’t just small fees—they can impact your gains! Learn how to avoid costly mistakes when redeeming your mutual funds.

Read On.
https://bit.ly/40n7X7W

#MutualFunds #exitloadonmutualfunds #redemption #redeemingmutualfunds #calculateexitload #mutualfunds2025 #ETFs #SWP #STP #Exitload #dailywealthletter
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PersonalFN

07 Jan, 09:48

Are sectoral and thematic funds worth your investment in 2025? Discover the trends, performance, and risks to make an informed choice!

Read on.
https://bit.ly/406QbV3

#MutualFunds #sectoralmutualfunds #thematicMutualfunds #infrastocks #pharmastocks #mutualfunds2025 #highriskmutualfunds #ITstocks #themabasedinvesting #sectororientedfunds #dailywealthletter
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PersonalFN

06 Jan, 07:32

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 edition of the Daily Wealth Letter find out the best performing Mid Cap Mutual Funds in India based on rolling returns. #equity #mutualfund #bestmidcapfunds #2025

Read on.
https://bit.ly/3W6IaOQ
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PersonalFN

04 Jan, 08:19

Ready to grow your wealth? Don't let paperwork hold you back! Discover the essential documents required for mutual fund investments in 2025.

Read On.
https://bit.ly/404nUyf


#MutualFunds #documentsformutualfunds #KYCforMutualfunds #PanAdhaarlink #SIPinvestments #mutualfunds2025 #Equitymutualfunds #demataccount #dailywealthletter
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PersonalFN

03 Jan, 11:44

Confused between ETFs and Mutual Funds? Discover which investment option suits your goals in 2025. Dive into our comprehensive comparison ETFs vs MFs to make smarter financial decisions!

Read On.
https://bit.ly/3W5QKND

#ETFsvsMutualFunds #traditionalmutualfunds #ETFs #Diverseportfolio #investmentstrategy #activevspassive #Equitymutualfunds #mutualfunds2025 #dailywealthletter
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PersonalFN

31 Dec, 07:24

Is your financial plan ready for 2025? Explore how to stay ahead amidst market volatility and inflation with these essential New Year resolutions. Start strong this year! Read on: https://www.personalfn.com/dwl/Financial-Planning/new-year-resolutions-2025-empowering-your-financial-future#2025 #Newyearresolutions2025 #Budgeting #investing #financialplanning #financialresolutions #newyear2025 #NYE2025 #financialgoals #dailywealthletter
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PersonalFN

27 Dec, 07:26

With substantial exposure across the investment universe, Multi Cap Funds can potentially generate superior returns for investors in the long run without any concentration risk. In this edition of the Daily Wealth Letter find out the best performing Multi Cap Mutual Funds in India based on rolling returns. #equity #mutualfund #bestmulticapfunds #2025Read on : https://www.personalfn.com/dwl/Mutual-Funds/3-best-multi-cap-fundsfor-2025-top-performing-multi-cap-mutual-fundsin-india
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PersonalFN

27 Dec, 07:22

Say goodbye to paper clutter! Learn how to securely store your insurance policies digitally and access them anytime, anywhere.#Insurance #Digitalstorage #Digilocker #StoreInsurancepolicies #KYCVerification #e-Insurance #Digitaldocumentation #dailywealthletter
Read on : https://www.personalfn.com/dwl/Mutual-Funds/how-you-can-securely-store-your-insurance-policies-digitally
808
PersonalFN

20 Dec, 12:18

Ready to park your money smartly? Discover why Union Liquid Fund and Parag Parikh Liquid Fund are top contenders for short-term goals. Find out which suits your investment style!

Read On.
https://www.personalfn.com/dwl/Mutual-Funds/best-liquid-funds-to-consider-union-liquid-fund-vs-parag-parikh-liquid-fund

#Liquidmutualfund #Fluctuatingmarkets #UnionLiquidFund #ParagParikhLiquidFund #LiquidMFs #UnionvsParagParikhLiquidFunds #Shortterminvetsment #Portfoliostability #dailywealthletter
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PersonalFN

20 Dec, 06:51

While market corrections can evoke a sense of uncertainty, it also presents opportunities for long-term investors.
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PersonalFN

19 Dec, 09:43

PF withdrawals may soon be possible via ATMs. Learn how EPFO’s new system aims to simplify PF access for subscribers and legal heirs.

Read on.
https://www.personalfn.com/dwl/Fixed-Income/epfo-plans-atm-withdrawals-learn-how-this-reform-can-simplify-access-to-your-money
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PersonalFN

19 Dec, 09:30

ICICI Prudential Value Discovery Fund is a high conviction-driven Value Fund that strictly adheres to the principles of value investing and has consistently performed well across market phases resulting in significant alpha for its investors without exposing the portfolio to excess risk. In this edition of the Daily Wealth Letter find out more about its performance, portfolio, and investment strategies. #equity #mutualfund #ICICIPru #valuefund

Read On.
https://www.personalfn.com/dwl/Fund-Of-The-Week/icici-pru-value-discovery-fund-focusing-on-high-potential-undervalued-stocks
712
PersonalFN

19 Dec, 07:32

Explore the Top 5 Infrastructure Mutual Funds for 2025 and invest in the future of India's growth story!

Read on.
https://www.personalfn.com/dwl/Mutual-Funds/5-best-infrastructure-mutual-funds-fund-to-invest-in-2025

#Infrastructuremutualfunds #Infrastructurestocks #IndianInfrastructuresector #Economicgrowth&development #NationalInfrastructurePipeline #MFperformance #Atmanirbhar #SustainableIndia #Railnetwork #TopInfrastrcuturemutualfunds #dailywealthletter
662
PersonalFN

19 Dec, 05:49

The uncertain and volatile nature of capital market can make investors nervous and often causing them to take irrational decision. Building an all-weather portfolio can help investors reduce the impact of market volatility. In this video find out the steps to build an all-weather mutual fund portfolio. #mutualfunds #mutualfundportfolio #volatility #investmentstrategy

https://youtu.be/wTmYauxoHuA
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PersonalFN

18 Dec, 07:41

The RBI has so far kept the policy repo rate unchanged since April 2023 (after having increased from May 2022 to February 2023). However, after a 250 bps increase from May 2022 to February 2023, now it appears that we are almost near the peak of the current interest rate upcycle in India. If your investment time horizon of say 2 to 3 years, and do not mind market-linked returns, then consider investing in some of the best Banking & PSU Debt Funds.

Click here to read.
https://www.personalfn.com/dwl/Mutual-Funds/3-best-banking-and-psu-debt-funds-for-2025
670
PersonalFN

28 Nov, 10:32

DSP Mutual Fund Launches New DSP Business Cycle Fund: A Strategic Move

Click here to read
https://www.personalfn.com/mf-news/DSP-Mutual-Fund-Introduces-Business-Cycle-Fund-for-Dynamic-Investment-Opportunities
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PersonalFN

28 Nov, 10:16

In the year 2024, Motilal Oswal Mutual Fund has been launching a variety of Index Funds. Now the fund house has launched Motilal Oswal Nifty Capital Market Index Fund. It is an open-ended fund replicating/tracking the Nifty Capital Market Total Return Index (TRI). Should you invest?

Click here to read.
https://www.personalfn.com/mf-news/Motilal-Oswal-Nifty-Capital-Market-Index-Fund-A-Worthwhile-Proposition
1,155
PersonalFN

28 Nov, 06:02

360 ONE Focused Equity Fund is a reliable performer in the Focused Fund category that has outpaced its benchmark and surpassed many of its peers across various time frames, by employing a well-executed multi-cap strategy. In this edition of the Daily Wealth Letter find out more about its performance, portfolio, and investment strategies. #equity #mutualfund #360one #focusedfund

Read on
https://bit.ly/3ZpqpMI
851
PersonalFN

27 Nov, 10:24

Overall, it seems that interest rates in the Indian economy have almost peaked, and it may be an opportune time to invest in some of the best Medium to Long Duration Debt Funds. Want to know which are the best Medium to Long Duration Debt Funds for 2025?

Click here to read.
https://bit.ly/3ZsprPT
837
PersonalFN

26 Nov, 05:33

Billionaire Gautam Adani and a few others linked to Adani Green Energy have been accused by the US Securities and Exchange Commission of bribery. Naturally, Adani group stocks were under pressure. In this edition of the Daily Wealth Letter find out which mutual funds hold high exposure to Adani stocks. #equity #mutualfund #adanistocks #bribery

Read On.
https://bit.ly/3CF2TlO
741
PersonalFN

25 Nov, 06:31

Large Cap Mutual Funds generated an average return of 14.9% in the current year so far, outpacing the Nifty 50 – TRI and the Nifty 100 – TRI index. In this edition of the Daily Wealth Letter find out the best performing Large Cap Mutual Funds in India based on rolling returns. #equity #mutualfund #bestlargecapfunds

Read On.
https://bit.ly/4fE5Stt
761
PersonalFN

22 Nov, 08:33

Looking for regular income from your mutual fund investments? Discover the top-performing SWP Mutual Funds of 2024

https://youtu.be/LYR087JW3JI

#SWPinmutualfunds #regularincome #Indianequitymarket #Systematicwithdrawals #MutualFundsacrosscategories #BestSWPmutualfunds #TopperformingSWPmutualfunds
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PersonalFN

22 Nov, 07:34

Motilal Oswal vs Kotak: Which Large & Mid Cap Fund Suits Your Investment Goals?

Read on
https://www.personalfn.com/dwl/Mutual-Funds/best-large-and-mid-cap-fund-motilal-oswal-large-and-midcap-fund-vs-kotak-equity-opp-fund

#Large&MidCapmutualfunds #large&midcapstocks #Indianequitymarket #MotilalOswalLarge&MidcapFund #KotakEquityOppFund #Bestlarge&Midcapfunds #Topmutualfunds #dailywealthletter
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PersonalFN

21 Nov, 12:23

How to Get Started with Direct Mutual Fund Plans: Everything You Need to Know.

Read on
https://www.personalfn.com/dwl/Mutual-Funds/how-to-invest-in-mutual-funds-directly

#Mutualfund #HowtoInvestinMFs #Investmentstrategies #Directplan #DirectvsRegularplan #ExitLoad #Expenseratio #BestMutualFunds #Topmutualfunds #dailywealthletter
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PersonalFN

21 Nov, 11:08

‘Quality’ Factor Investing aims to identify stocks of companies that have strong corporate governance, low debt, and consistent returns. One of the benchmark indices that measure the performance of high-quality companies is the Nifty 200 Quality 30 Index. Bandhan Mutual Fund has launched the Bandhan Nifty 200 Quality 30 Index Fund. Should you invest?

Click here to read.
https://www.personalfn.com/mf-news/Bandhan-Nifty-200-Quality-30-Index-Fund-Can-It-Add-to-the-Quality-of-Your-Portfolio
630
PersonalFN

21 Nov, 06:56

HDFC Flexi Cap Fund is a Flexi Cap Fund, that prioritises unlocking the long-term potential of carefully selected, fundamentally strong stocks. With a proven track record of delivering impressive returns, it has consistently rewarded investors over the long run. In this edition of the Daily Wealth Letter find out more about its performance, portfolio, and investment strategies. #equity #mutualfund #hdfc #flexicapfund

Read On.
https://bit.ly/3Vq0EJV
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PersonalFN

19 Nov, 11:56

Infrastructure plays a pivotal role in a country’s growth. Recognising this, over the last few years, the government has laid special emphasis on the growth of infrastructure with various projects. India's infrastructure budget for FY25 is Rs 11.11 trillion, which is 3.4% of the country's GDP. This is a record amount. Rapid urbanisation is giving India’s infrastructure a push. As an investor, if you too wish to benefit from investment in India’s infrastructure theme, Aditya Birla Sun Life Mutual has launched Aditya Birla Sun Life BSE India Infrastructure Index Fund. Should you invest?

Click here to read.
https://www.personalfn.com/mf-news/Aditya-Birla-Sun-Life-BSE-India-Infrastructure-Index-Fund-A-Solid-Bet-for-Your-Portfolio
718
PersonalFN

19 Nov, 10:42

To read the entire article click below.

https://www.personalfn.com/dwl/Mutual-Funds/3-best-liquid-funds-for-2025--top-liquid-mutual-funds-for-2025
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PersonalFN

18 Nov, 11:35

Unifi Capital Enters Mutual Fund Industry: Game-Changer or Just Another Player? Know Here...
Read on https://www.personalfn.com/dwl/Mutual-Funds/unifi-capital-gets-sebis-nod-to-begin-mutual-fund-operations-what-it-means-for-investors


#Mutualfund #UnifiCapital #Newfundhouse #Newentrant #Indianmutualfundindustry #UnifiAM #Newschemes #SEBI #Topmutualfunds #dailywealthletter
557
PersonalFN

16 Nov, 07:39

Are you looking to invest in a safe haven, which also offers a hedge against inflation and portfolio diversification? Investing in Gold Mutual Funds is the Key!

Know Here.
https://youtu.be/5qf9jF4Vvig

#Goldmutualfunds #GoldETFs #Safehaven #DomesticGoldPrice #marketrecovery #highmarketvolatility #BestGoldmutualfunds #TopGoldmutualfunds
689
PersonalFN

14 Nov, 11:07

HDFC Focused 30 Fund vs ICICI Pru Focused Equity Fund: Which One Should You Choose for High-Conviction Investing?

Read on
https://bit.ly/4fNdxFy

#Focusedmutualfunds #stocksacrossmarketcap #concentratedportfolio #longterm #mid&smallcaprally #highreturns #highlyrisky #marketvolatility #HDFCFocused30Fund #ICICIPruFocusedEquityFund #Topmutualfunds #dailywealthletter
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PersonalFN

14 Nov, 07:27

Are You Planning to Invest in India’s Real Estate Boom? Here's a List of Top 5 Mutual Funds for 2025.Read on https://www.personalfn.com/dwl/Mutual-Funds/top-5-mutual-funds-to-invest-in-indias-real-estate-sector-in-2025
#RealEstatemutualfunds #Realestatestocks #Infrstructuremutualfunds #longterm #mid&smallcap #highreturns #highlyrisky #marketvolatility #Infrastructurestocks #assetallocation #equity&debt #BestRealEstatemutualfunds #Topmutualfunds #dailywealthletter
683
PersonalFN

14 Nov, 04:54

Investing in Multi Cap Funds offer a blend of growth potential from mid-cap and small-cap stocks and stability from large-cap investments. In this video explore the highest return mutual funds in the last 10 years from the Multi Cap Fund category. #mutualfund #highreturns #multicapfund #sip

Watch Video Here.
https://youtu.be/0RELfNpubNg
670
PersonalFN

12 Nov, 07:02

Top Aggressive Hybrid Mutual Funds for 2025: A Guide to Balanced Investing Amidst Volatile Markets.

Read on
https://bit.ly/4fovt9w

#Agressivehybridmutualfunds #stocksacrossmarketcap #Hybridmutualfunds #longterm #mid&smallcap #highreturns #highlyrisky #marketvolatility #Balancedapproach #assetallocation #equity&debt #Bestagressivehybridmutualfunds #Topmutualfunds #dailywealthletter
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PersonalFN

11 Nov, 12:15

UTI Mutual Fund capitalising on the cult of equity investing in India is offering products that could appeal to investors. The fund house has currently launched two new schemes: UTI Nifty Alpha Low-Volatility 30 Index Fund and UTI Nifty Midcap 150 Index Fund. Should you invest?

Click here to read.
https://www.personalfn.com/mf-news/UTI-Mutual-Fund-Launches-Two-New-Schemes-Should-You-Invest
744
PersonalFN

11 Nov, 07:13

Donald Trump is back as the 47th President of the U.S. Will he outshine his predecessor, Joe Biden as far as stock market returns are concerned? Also, the question is how his term will (post his inauguration ceremony on January 20, 2025) play out on geopolitics. This article explains how policies would take shape under Trump 2.0 and their impact on the Indian equity market.

Click here to read
https://bit.ly/48Lzant
607
PersonalFN

07 Nov, 11:20

ICICI Pru Focused Equity Fund is a large-cap biased Focused Fund that has demonstrated remarkable improvement in its performance over the past few years. In this edition of the Daily Wealth Letter find out more about its performance, portfolio, and investment strategies. #equity #mutualfund #icicipru #focusedfund

Read on.
https://bit.ly/3YVrLOW
846
PersonalFN

06 Nov, 12:13

Weathering the Storm: Why Pausing SIPs During Market Volatility May Hurt Long-Term Gains. Know Here!.

Read on
https://bit.ly/4ekMfFo

#SIPinmutualfunds #BestSIPplans #Financialfuture #NAVperformance #SIPReturns #PauseinSIP #DiscontinueSIP #longtermgains #shorttermvolatility #BestSIPmutualfunds #TopSIPmutualfunds #dailywealthletter
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PersonalFN

06 Nov, 11:45

Trump is back as the 47th President of the United States of America and secured Senate control. He also pledged to help the United States “heal”. But while he “heals” America in the endeavour to make it great again, the question is, would his policies prove adverse for the rest of the world? Also, how will Trump’s victory play out on gold, the precious yellow metal?

Click here to read.
https://bit.ly/3UBy9Z6
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PersonalFN

06 Nov, 09:19

New SEBI Rules Allow Mutual Funds to Invest in Overseas MFs with Indian Exposure. Know Here!....

https://www.personalfn.com/mf-news/Unlocking-Global-Opportunities-Mutual-Funds-Can-Now-Invest-in-Overseas-MFs-with-Indian-Securities
650
PersonalFN

05 Nov, 11:53

As investors prepare for 2025, focusing on SIPs can offer a balanced, strategic approach that combines discipline, compounding, and risk management. Here's a list of Best SIP Mutual Funds for 2025.

Read on
https://bit.ly/4efvZFB

#SIPinmutualfunds #BestSIPplans #Financialfuture #XIRRinSIP #SIPReturns #BestSIPmutualfunds #TopSIPmutualfunds #dailywealthletter
648
PersonalFN

04 Nov, 12:25

Investing in Large and Mid Cap Funds provides stability through significant large-cap exposure while aiming for enhanced returns and long-term wealth creation with a substantial mid-cap allocation. In this video explore the highest return mutual funds in the last 10 years from the Large & Mid Cap Fund category. #mutualfund #highreturns #large&midcapfund #sip

Watch Video Now
https://youtu.be/vaC7IL2wNhM
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PersonalFN

04 Nov, 12:12

The Indian equity market has witnessed high volatility in recent months amid uncertain global environment and relentless selling by FIIs. Given the current market scenario, investors may prefer funds that are relatively less risky and are better placed to handle market volatility and uncertainties. In this edition of the Daily Wealth Letter, find out the best mutual funds to invest now! #mutualfund #investment #equity #volatility #bestfunds

Read On
https://bit.ly/48zRm34
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PersonalFN

04 Nov, 11:46

During the examination of the periodic submissions made by Asset Management Companies (AMCs), SEBI observed that in a certain instance, there was a considerable delay in the deployment of the funds collected through NFO. Hence, now SEBI has come up with a Consultation Paper on Timelines for the Deployment of Funds in New Fund Offers.

Click here to read.
https://bit.ly/3NTW2ri
398
PersonalFN

04 Nov, 05:15

India’s 10-yr Sovereign Bond yield spiked remarkably in October 2024. Find out what is upsetting the Indian bond market in this video.

https://youtu.be/7uMG4hOo464
399
PersonalFN

29 Oct, 07:06

Gold has delivered impressive returns so far in 2024. Will it be a good idea to buy gold this Dhanteras even at elevated prices? Find out in this video.

https://youtu.be/ysJlmbSctdE
690
PersonalFN

29 Oct, 06:19

This Diwali, just like you discarded the unwanted stuff and cleared the clutter from home, it is prudent to do the same for your mutual fund portfolio. In this edition of the Daily Wealth Letter, find out what is mutual fund overlap and how avoiding it can help you achieve optimal diversification #mutualfund #portfoliooverlap #diversification

Read On.
https://bit.ly/3BZ4FOi
621
PersonalFN

29 Oct, 06:02

Since Dhanteras 2023, gold has clocked an absolute return of 29.9% in INR terms and on a year-to-date basis in the calendar 2024, 23.9% as of October 24, 2024. SGBs are trading at a premium in the secondary market. But is worthwhile to buy SGBs now at a premium?

Click here to read.
https://bit.ly/3Ym2oEx
591
PersonalFN

28 Oct, 12:25

This article will evaluate the top mutual funds to invest in 2023 that have a high allocation to Manufacturing stocks.

Read On.
https://bit.ly/3En3Ay0
550
PersonalFN

25 Oct, 12:16

Which ELSS Fund is Right for Your Portfolio? JM ELSS Tax Saver Fund vs Bank of India ELSS Tax Saver Fund

Read on
https://bit.ly/4eWwCF5

#ELSSmutualfunds #taxsavingmutualfunds #3yearslockin #ELSS2024 #FY2024-25 #taxbenefit #Section80C #JMELSSTaxSaverFund #BankofIndiaELSSTaxSaverFund #Topmutualfunds #dailywealthletter
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PersonalFN

25 Oct, 11:10

Modi 3.0 has been taking some considerate measures in the interest of pensioners or retirees at large. The very recent one is granting a ‘compassionate allowance’ to very senior pensioners. Want to know what is compassionate pension, who is eligible for it, and how the government will pay it?

Click here to read.
https://bit.ly/40ibRPC
613
PersonalFN

25 Oct, 05:10

Explore the top 5 Highest Return Flexi Cap Mutual Funds in the Last 10 Years Based on SIP Returns

Watch Video Here.
https://youtube.com/shorts/G0IJUYG71hQ
666
PersonalFN

24 Oct, 11:45

Tata Equity P/E Fund follows a value-conscious investment approach with a preference for multi-cap stock holdings. It focuses on investing in stocks that have lower P/E ratios compared to the BSE Sensex. In this edition of the Daily Wealth Letter find out more about its performance, portfolio, and investment strategies. #mutualfund #tataequitypefund #valuefund

Read On.
https://bit.ly/3YgYugg
541
PersonalFN

24 Oct, 10:49

Over the last few months, Baroda BNP Paribas Mutual Fund has been adding a variety of mutual funds, particularly equity-oriented ones, to build its product basket. It appears that the fund house has been capitalising on the upbeat investor sentiments towards equities. Lately, the fund house has come up with a New Fund Offer (NFO), the Baroda BNP Nifty Midcap 150 Index Fund. Is it a good time to invest in this fund?

Click here to read.
https://www.personalfn.com/mf-news/Baroda-BNP-Nifty-Midcap-150-Index-Fund-A-Worthwhile-Bet-Now
444
PersonalFN

24 Oct, 10:43

DSP Mutual Fund Revamps Two Equity Schemes: Here's Some Essential Insights for Investors

Read On.
https://www.personalfn.com/mf-news/DSP-Mutual-Fund-Changes-Fundamental-Attributes-of-Two-Equity-Schemes-What-You-Need-to-Know
421
PersonalFN

24 Oct, 10:31

Bandhan MF Rolls Out Nifty 500 Momentum and Value 50 Index Funds: A Strategic Play for Growth and Value Investors

Read On.
https://www.personalfn.com/mf-news/Bandhan-MF-Unveils-Nifty-500-Momentum-50-and-Value-50-Index-Funds-for-Targeted-Growth
486
PersonalFN

23 Oct, 10:57

Are you considering diversifying your investment portfolio with precious metals? Discover India’s Best Silver Mutual Funds: Our Top 5 Picks

Read on
https://bit.ly/4hgFDug

#SilverMutualFunds #Investments #Preciousmetal #SilverETFs #SilverSpotMarketPrice #InvetsinSilver #GoldvsSilver #dailywealthletter
527
PersonalFN

22 Oct, 10:26

The 10-yr benchmark G-sec yield since the October 2024 bi-monthly monetary policy statement has so far spiked by a noticeable 18 basis points. There is a mix of factors, domestic and global, that are influencing India’s benchmark yield.

Click here to read.
https://bit.ly/3NBjRUm
468
PersonalFN

21 Oct, 12:15

Planning for Retirement? See How a PPF Calculator Can Help and Enhance Your Retirement Strategy.

Read on
https://bit.ly/4ffH4Yd

#RetirmentPlanning #Investments #RetirementCorpus #financialplanning #PPF #Retirementfunds #PPFCalculator #dailywealthletter
517
PersonalFN

21 Oct, 10:56

Multi Cap Funds are designed to maintain a balanced exposure between large-cap, mid-cap, and small-cap stocks, ensuring a diversified portfolio across different market capitalisations. In this edition of the Daily Wealth Letter explore the highest return mutual funds in the last 10 years from the Multi Cap Fund category. #mutualfund #highreturns #multicapfund

Read On.
https://bit.ly/40dRAem
500
PersonalFN

21 Oct, 10:12

India’s consumption story is alive and kicking and today is the major engine of India’s economic growth (contributing more than 60% of India’s GDP). Over time given that India is a “bright spot” in the global economy and enjoys a favourable demographic dividend, it is possible that the share of India’s consumption in its GDP would increase. SBI Mutual Fund -- India’s largest mutual fund house by Average Assets under Management (AAUM) -- has launched the SBI Nifty India Consumption Index Fund. Should you invest?

Click here to read.
https://www.personalfn.com/mf-news/SBI-Nifty-India-Consumption-Index-Fund-Should-You-Invest
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PersonalFN

21 Oct, 05:24

Amid the stellar rally in the small-cap segment, Small Cap Fund has been the top-performing category among diversified equity mutual funds. In this video explore the top Small Cap Mutual Funds with highest SIP returns in the last 10 years.

Watch Video Here.
https://youtu.be/RjnsIsfyKac
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PersonalFN

20 Oct, 10:17

https://youtu.be/7J-Kx2CDAXQ?si=W3KnWHMhxo2Z2ac7
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PersonalFN

18 Oct, 12:21

The rising popularity of contra funds is due to the ongoing market volatility and uncertainty, as these funds adopt a contrarian approach.

Watch Short Video Here
https://youtu.be/l7v_M7jKRoI
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PersonalFN

18 Oct, 11:20

The Central Board of Direct Taxes (CBDT) recently, vide notification No. 112/2024 dated October 15, 2024, amended the Income-tax Rules, 1962 to introduce Form 12BAA. In the Union Budget 2024 announced in July this year, finance minister, Ms Nirmala Sitharaman in a measure to simplify and rationalize proposed to allow credit of all tax deducted or collected while computing the amount of tax to be deducted on salary income under section. The new Form 12BAA incorporates the amendments brought by the Finance (No. 2) Act, 2024. It is to be furnished by employees to their employers. Want to know more about Form 12BAA?

Click here to read.
https://bit.ly/40f4E37
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PersonalFN

18 Oct, 09:44

Parag Parikh Tax Saver Fund is a rising star in the ELSS (Tax Saving Mutual Fund) category that has swiftly garnered a commendable track record with a focus on value-centric approach, earning a spot among the top-quartile performers in its category. In this edition of the Daily Wealth Letter find out more about its performance, portfolio, and investment strategies. #mutualfund #paragparikh #elss #taxsaving

Read on
https://bit.ly/4eQbNv2
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PersonalFN

17 Oct, 12:29

The Indian gold market witnessed a robust performance in Fiscal Year 2023-2024. For those interested in including gold in their portfolio as it is considered to be a safe haven investment, gold mutual funds offer a convenient and accessible option.

Read On.
https://bit.ly/3BPsbgP
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PersonalFN

17 Oct, 11:27

The Indian small cap indices, both the BSE Small-Cap TRI and Nifty Smallcap 250 TRI, have hit a lifetime high very recently. In the last five years, the Nifty Smallcap 250 TRI has increased 4.3 times, significantly outpacing the bellwether indices. In such times, Trust Mutual Fund has launched, the TRUSTMF Small Cap Fund capitalising on the opportunity. Should you invest?

Click here to read.
https://www.personalfn.com/mf-news/TRUSTMF-Small-Cap-Fund-A-Dependable-Proposition
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PersonalFN

16 Oct, 12:25

Samco Mutual Fund Unveils MultiCap Fund to Cater to Diverse Investors

Read On
https://www.personalfn.com/mf-news/Samco-Mutual-Fund-Strengthens-Lineup-with-Multi-Cap-Fund-Launch
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