These funds now account for 17.4% of industry AUM, up from 16.6% in December 2024
After a bumper run in 2025, silver's long-term case remains intact, but experts warn investors to brace for volatility and moderate returns as global conditions evolve
With a doubling in price and a supply-demand mismatch unlikely to resolve soon, silver heads into 2026 with strong structural support.
Silver, Axis Securities said, has broken out of a multi-year consolidation phase, signaling the early stages of a long-term structural uptrend
Gold funds are up 65 per cent so far this year; silver funds have surged nearly 95 per cent.
Silver holding well despite elevated yields and a firmer US Dollar is a positive sign. However, easing the silver lease rate has taken out the bullish sting to some extent
Half of the top 10 schemes pare exposure, others raise their bets
Fund houses including Tata, HDFC, Kotak and Aditya Birla Sun Life lift curbs on silver ETF FoFs as supply pressures ease and premiums stabilise
In the short-term, however, further heightened volatility can not be ruled out, especially due to geopolitical factors and US CPI data
After soaring above NAVs, ETFs correct as supply and demand finally reconcile
In particular, one-time investments in silver ETFs, which are trading at high premiums, must be avoided
Axis Mutual Fund and Tata MF suspend new investments in their silver ETF FoFs as soaring silver prices and supply shortages push ETFs to trade at steep premiums
With gold and silver at record highs, understand how ETFs are taxed before making your move
This holding is nearly 88.8 per cent of India's gross domestic product (GDP), the note said; and at the current market value is about 3.1x times the current equity stock holding with Indian households
Silver ETFs Fall Today: Year-to-date (Y-T-D), Multi Commodity Exchange (MCX) spot gold is up 60 per cent, and MCX spot silver has jumped 84 per cent, per Bloomberg
Our fund of funds isn't allowed to invest in silver futures, only in silver ETFs. So, we had no option but to pause fresh purchases - else, investors would enter at a 10 per cent premium, Shah said
The existing SIP (Systematic Investment Plan) and STP (Systematic Transfer Plan) in Kotak Silver ETF Fund of Fund will however remain active
Huge surge in silver ETF inflows is the major driver of this stunning ongoing silver rally as Fed rate cut expectations boost investors' sentiments
Spot silver closed with a loss of over 2 per cent at $41.67 MOz on September 17 as the US Dollar Index and bond yields spiked higher on the Fed Chair Powell's comments in his post FOMC presser
Praveen Singh, head of currencies and commodities at Mirae Asset Sharekhan, sees a weakening US labour market as a potential source of concern for the metal