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Balanced advantage or dynamic asset allocation mutual funds limit equity exposure based on valuations, but that doesn't make them totally safe. Don’t be under the illusion that balanced advantage funds are a safe investment. In fact, many mutual fund distributors make such claims. However, don’t be influenced by such talk. Any mutual fund scheme that invests in stocks can’t be considered as safe. It also cannot avoid volatility and losses totally.

The total inflows in mutual funds have surged by 264% on a month on month basis to Rs 1.79 lakh crore in July and equity mutual funds registered 81.04% growth in inflows on monthly basis.

Angel One Asset Management Company introduces Angel One Gold ETF and Angel One Gold ETF FOF. Subscriptions are open from August 20 to September 2 for the ETF. The FOF remains open until September 3. Investment starts at Rs 1,000 for ETF and Rs 250 for FOF. These schemes offer easy ways to invest in gold.

Five equity mutual funds have delivered over 20% return in six months. There were 398 funds in the mentioned time period and all positive returns. Around 229 funds gave double-digit returns. Here is a detailed breakup

Four mutual funds made complete exit from around 11 stocks from their portfolios in July. Mutual funds exit or add stocks to actively manage their portfolios and offer better returns. Here is a detailed breakup, according to a report by Nuvama Institutional Equities.

Quant Mutual Fund has increased its stake in HDFC Bank and 24 other stocks in July, whereas it reduced its stake in Jio Financial Services and 25 other stocks in the same period, according to the monthly data released by Prime Database.

Mutual funds have sold nearly 20 lakh shares of BSE after the Jane Street case in July and the stock saw a total outflow of Rs 400 crore in the same period, according to a report by Nuvama Institutional Equities.

The combination of GST rationalisation, a restructured tax regime, and the recent rate cuts can give demand a strong push. But more importantly, it sets the direction for the economy, said Anuj Jain of Green Portfolio PMS.

Do you want to park your money for a year or more? Are you looking for the best after-tax returns? Consider investing in arbitrage mutual funds. Arbitrage funds look for arbitrage opportunities available between the cash and derivatives markets. In other words, the fund managers in these schemes look for the price difference that they can exploit between the cash and derivatives markets. They may also invest in debt securities and equities if there are no arbitrage opportunities available in the market.

Edelweiss Asset Management opened its GIFT City branch on August 19, coinciding with the launch of the Edelweiss India Multimanager Equity Fund – Series I. The move is part of the AMC’s global growth strategy, taking advantage of GIFT City’s tax incentives, simplified compliance, and investor-friendly infrastructure.

India’s gold ETF holdings surged 42% YoY to 66.68 tonnes with AUM up 88% to Rs 64,777 crore, driven by Gen Z, fractional ownership, and fintech adoption. Global demand rose 3%, central banks boosted reserves, and Ventura projects COMEX Gold at $3,600 in 2025 amid geopolitical and economic uncertainty.

Seven mutual funds have trimmed their exposure in nearly 20 stocks from their portfolio in July. Mutual funds add or exit stocks to actively manage their portfolios and deliver good returns. Here is a detailed breakup, according to a report by Nuvama Institutional Equities.

Baroda BNP Paribas Aggressive Hybrid Fund has turned Rs 10,000 monthly SIP since the start to around Rs 18.38 lakh in the last 8 years. This showcases the fund’s solid wealth-building potential, according to a press release by the fund house.

Seven equity mutual funds have more than doubled investors’ lumpsum investments in the past three years. Among nearly 233 funds, returns ranged from 1.06 times to 2.18 times. Leading the pack, Bandhan Small Cap Fund turned a Rs 1 lakh investment into Rs 2.17 lakh, delivering a CAGR of 29.59%, highlighting strong small-cap performance in the period.

India’s fundamentals remain steady. Stronger corporate balance sheets, fiscal stability, and RBI’s liquidity support should aid a recovery, with earnings growth back in double digits over the next couple of years, said Chandraprakash Padiyar of Tata MF.