WEEKLY WEALTH REPORT
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Silver has behaved in 2025 exactly the way Indian small caps behaved in 2023–24: explosive upside, huge FOMO ( Fear of Missing Opportunities ) and a complete reversal of the previous years’ underperformance.
Price: Moving from roughly ₹1 lakh/kg at the start of the year to about ₹2.25 lakh/kg, silver has delivered returns close to 120% in just one calendar year.
Equities: Over the same period, Nifty 50 is up only about 5%, while mid- and small-cap indices have been flat to negative as frothy valuations corrected and earnings struggled to catch up.
Why silver is different from gold
Gold is primarily monetary insurance. It spikes when something is broken — wars, banking stress, rate-cut panic, de-dollarisation worries. Silver, on the other hand, wears two hats:
• Precious metal: It still tracks the broad precious-metal complex and benefits from risk-off periods and inflation fears.
• Industrial metal: It is a critical input for solar panels, EVs, batteries, semiconductors, 5G/telecom and a range of electronics.
Consider just one use-case: next-generation EV batteries.
• Samsung is working on a solid-state EV battery that allegedly charges in about 9 minutes, runs roughly 900 km, and uses approximately 1 kg of silver per battery.
• If such a battery captured even 20% of the EV market, some estimates suggest it could, on paper, absorb the equivalent of an entire year’s global silver production.
To secure supply, Samsung reportedly entered a prepaid financing deal in October 2025 with Canadian miner Silver Storm Mining:
• Samsung advances about $7 million to restart the La Parrilla mine in Mexico, which had been sitting idle since 2019 because silver prices were too low to make operations viable.
• In return, Samsung gets 100% off-take rights on all lead-silver-zinc concentrates from the mine for two years.
And this is about only one vertical, which is EV’s.
No one can guarantee that silver will top the performance table again in 2026—but there are some logical points investors should weigh.
Treat silver as an “opportunity asset,” not a replacement for your core equity or gold.
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WEEKLY MARKET PULSE
Indian stock markets traded cautiously with volatility during January 12-16, 2026, amid global uncertainties and mixed earnings.
Nifty 50 Performance: Traded flat-to-positive mid-week but faced resistance near 25,800-26,000, with support at 25,500.
Mid and Small Caps were also down by 2.3 and 3.01% respectively. Midcap Index shown relative strength than small caps.
FII/DII Flows: FIIs net buyers (~₹1,800 Cr cash) after selling ₹8,808 Cr prior; DIIs infused ₹15,700 Cr for support.
Sector Winners/Losers: Defence (+1.35%) and consumer durables (+1%) outperformed; oil & gas (-5.76%), energy (-5.14%) hit hardest.
Consumer Durables (+1%): Festive restocking and rural demand recovery post-monsoon; AC/cookware makers benefited from copper price stability despite highs.
IT (+0.8%): Infosys Q3 results (Jan 15) showed revenue beat (+2.2% QoQ) and EBIT margin expansion to 20.8%, lifting TCS/Wipro too
The Indian rupee recovered against hit record lows of Rs 91 against the U.S. dollar, adding to cautious positioning around Rs 90.81.
Asian and global markets showed mixed moves on Jan 16, with Wall Street recovering from a brief dip and Asian shares trading mixed as tech companies regained momentum
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Why to Invest in Multi Asset Fund?
An open ended scheme investing in Equity, Debt and Exchange Traded Commodity Derivatives/units of Gold ETFs/units of Silver ETFs/units of REITs & InvITs/Preference shares.
Investing in multi-asset allocation schemes helps to increase the diversification of your investment portfolio. Each of these asset classes has different investment objectives and might function differently across macroeconomic and microeconomic scenarios.
The commodity asset class serves as a buffer as it could prove to be relatively stable across market cycles. Therefore, it may seem like a smart investment decision to maximise your portfolio by adding multiasset allocation schemes to it.
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DISCLAIMER
Mutual Funds and Stock Market Investments are subject to market risks, pls read all scheme related documents carefully. Past performance of the mutual fund is not necessarily indicative for future performances. Mutual fund does not guarantee any returns or dividends.
This report is for informational purpose only and contains information, opinion, material obtained from reliable sources and every effort has been made to avoid errors and omissions and is not to be construed as an advice or an offer to act on views expressed therein or an offer to buy and/or sell any securities or related financial instruments, we shall not be responsible and/or liable to anyone for any direct or consequential use of the contents thereof. Reproduction of the contents of this report in any form or by any means are prohibited.