Bandhan Mutual Fund has launched a Gold ETF fund of fund and a Silver ETF fund of fund, expanding its passive investment lineup. The products aim to provide investors exposure to precious metals without the need for direct commodity ownership. Fund managers highlighted the role of gold and silver as portfolio diversifiers and potential hedges against inflation and market volatility.Commodity linked assets are gaining investor interest.

Mutual fund portfolio disclosures for December showed selective positioning across key stocks such as Reliance Industries, MCX, and JSW Energy. Fund managers appeared to adjust exposures based on earnings visibility, sector outlook, and valuation comfort. Analysts noted increased activity in energy and commodity-linked stocks, while some financial and technology holdings saw moderation.The changes reflect active portfolio management balancing growth and risk amid market volatility.