Gold and silver ETFs rally 40% in a year; what’s the best mutual fund strategy?
THE ECONOMIC TIMES
Fri, Sep 05, 2025 | 11:31 AM IST

Mutual Funds Newsletter

Gold and silver ETFs rally 40% in a year; what’s the best mutual fund strategy?

Gold and silver prices are soaring. Exchange-traded funds based on these metals have given good returns. Tata Gold ETF and Tata Silver ETF are top performers. Experts suggest allocating a portion of investment portfolios to precious metals. Geopolitical tensions and industrial demand are driving the rally. Investors should consider SIPs to manage volatility. Experts recommend aligning investments with long-term goals.

NFO Insight: Invest in Tata, Birla, Ambani stocks with just one mutual fund

Baroda BNP Paribas Mutual Fund introduces a new fund offer, the Business Conglomerates Fund, allowing investors to tap into India's prominent business groups like Tata, Birla, and Ambani. The fund aims to capitalize on value creation through demergers and restructurings, offering diversified exposure across multiple sectors.

Quant Mutual Fund tilts portfolio towards largecaps, auto and FMCG; increases silver in multi‑asset fund

Quant Mutual Fund is focusing on large-cap stocks. It is increasing investments in auto and FMCG sectors. The fund house is also raising silver exposure in its multi-asset fund. Sandeep Tandon led Quant Mutual Fund is positive on infrastructure, hotels, pharma, consumption and telecom sectors. SEBI has approved Quant Mutual Fund's Specialized Investment Fund.

13 smallcap mutual funds never posted negative returns in last 5 calendar years

A study reveals that 13 small cap mutual funds consistently delivered positive returns between 2020 and 2024. However, in 2025, most of these funds experienced negative returns. Axis Small Cap Fund and Canara Robeco Small Cap Fund saw declines. Nippon India Small Cap Fund also faced losses.

MF Tracker: Bandhan Large & Mid Cap Fund turns Rs 10,000 SIP into over Rs 1.15 crore in 20 years

The Bandhan Large & Mid Cap Fund, with a growth-oriented investment style across large, mid, and small caps, has delivered strong returns and favorable risk metrics over three years. Experts highlight large & mid cap funds’ blend of stability and growth, making them ideal for volatile markets. Investors should consider their risk profile and goals before investing.

Top Mutual Funds
SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%)
ICICI Prudential BHARAT 22 FOF Direct - Growth
★★★★★
26.04 -8.79 11.65 -0.22
Nippon India Large Cap Fund Direct-Growth
★★★★★
20.21 2.31 16.44 1.22
ICICI Prudential Large Cap Fund Direct-Growth
★★★★★
18.67 0.38 14.44 0.50
DSP Large Cap Fund Direct-Growth
★★★★★
18.24 -0.09 11.32 -0.20
DSP Nifty 50 Equal Weight Index Fund Direct - Growth
★★★★★
16.88 -1.75 15.44 2.26
FeaturedUTI Arbitrage Fund Regular Plan-Growth
★★★★
7.06 6.87 3.39 0.49
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Trump Tariff Turbulence: Should mutual fund investors rework their investment strategy?

With Trump’s fresh 25% tariff hike taking the total levy on Indian goods to 50%, experts advise mutual fund investors to stay invested and avoid knee-jerk reactions. The focus should be on diversification, trimming exposure to US export-dependent sectors, and continuing SIPs, as volatility aids rupee cost averaging and strengthens long-term wealth creation.

MF Scorecard: Bandhan Small Cap, Motilal Oswal Midcap among 5 funds delivering over 25% CAGR in 3 years

Five equity mutual funds delivered over 25% CAGR in the last three years, led by Bandhan Small Cap Fund. Out of 233 schemes, 228 gave double-digit returns. While top funds outperformed, every scheme delivered positive gains, underscoring consistent wealth creation across categories.

TERM OF THE WEEK
New Fund Offers
Fund Name Category Type Open Close Min Inv
Zerodha Nifty Smallcap 100 ETF-G Equity: Small Cap Open-ended 25 Aug 05 Sep 1000.00
SBI Dynamic Asset Allocation Active FoF Direct-IDCW Hybrid: Dynamic Asset Allocation Open-ended 25 Aug 08 Sep 5000.00
SBI Dynamic Asset Allocation Active FoF Reg-G Hybrid: Dynamic Asset Allocation Open-ended 25 Aug 08 Sep 5000.00
SBI Dynamic Asset Allocation Active FoF Direct-G Hybrid: Dynamic Asset Allocation Open-ended 25 Aug 08 Sep 5000.00
SBI Dynamic Asset Allocation Active FoF Reg-IDCW Hybrid: Dynamic Asset Allocation Open-ended 25 Aug 08 Sep 5000.00
More >>
Forthcoming Dividend
Fund Name Category Type Record Date Div Per Unit
ICICI Pru ELSS Tax Saver-IDCW Equity: ELSS Open-ended 08 Sep 2025 0.70
ICICI Pru ELSS Tax Saver Direct-IDCW Equity: ELSS Open-ended 08 Sep 2025 0.70
* Funds with daily dividend distribution frequency options are excluded More >>
Weekly Mutual Funds Activity
Date Equity ( Cr.) Debt ( Cr.)
Gross Purchase Gross Sale Net Pur./Sale Gross Purchase Gross Sale Net Pur./Sale
07-08-2025 15766.36 6663.03 9103.33 13575.70 17871.38 -4295.68
06-08-2025 12963.89