ET Mutual Funds highlighted Kotak Dynamic Bond and ICICI All Seasons Bond among top picks for October 2025, citing improving rate-cut prospects. Analysts expect falling yields to benefit longer-duration debt funds, while large-cap equity categories remain steady amid record valuations. Investors are advised to maintain staggered entry in hybrid and balanced categories. The report underscores a preference for duration over credit risk given RBI’s softening tone. Systematic investments continue to see inflows despite global volatility.