Mutual fund investors are increasingly choosing multi-asset allocation funds over gold ETFs. This trend shows a preference for diversification across various asset classes. Experts suggest this shift is tactical, with gold performing strongly and equities at high valuations. Multi-asset funds offer convenience and tax efficiency, making them attractive for long-term investment strategies.

Despite October’s market rally, mutual fund inflows across large, mid, and small-cap categories fell sharply—up to 58%—as investors booked profits and shifted to safer or diversified funds amid valuation worries and market volatility.

Gold and silver ETFs have returned an impressive 51% in the past year. While silver may offer short-term outperformance due to its volatility and favorable gold-silver ratio, gold remains a preferred long-term asset for its stability and capital preservation. Experts suggest strategic allocation, with gold for stability and silver for tactical plays during high industrial demand cycles.

Mutual funds significantly increased their cash holdings by Rs 10,000 crore in October, reaching over Rs 2.09 lakh crore. This rise, representing 4.94% of total AUM, saw ICICI Prudential MF leading with the highest cash allocation. Despite this, equity AUM also saw a substantial increase, indicating continued investment activity.

Gold ETF inflows dipped 7% to Rs 7,743 crore in October, following a record September surge, yet experts say the momentum signals investors’ steady preference for gold as a safe-haven and portfolio diversifier amid global volatility, inflation worries, and persistent geopolitical risks.

JioBlackRock Mutual Fund has unveiled the maiden portfolio of its flexi cap fund - JioBlackRock Flexi Cap Fund, managed through the Systematic Active Equity (SAE) approach. This marks the fund’s first update since its NFO.

Bajaj Finserv Mutual Fund introduces a new banking and financial services fund. This open-ended equity scheme invests in companies across the financial spectrum. The fund aims for long-term capital appreciation by tapping into India's expanding financial sector. Experts suggest evaluating this new fund alongside established options with proven track records.