Direct vs Regular Mutual Funds: Why opting for a direct plan can help you save more
3 days, 7 hours ago

Direct vs Regular Mutual Funds: Why opting for a direct plan can help you save more

Live Mint  

If you want to invest in a mutual fund scheme, there are primarily two options. In a direct plan, investors can invest directly in a mutual fund by creating an account on the AMC website. Direct vs Regular mutual funds The key difference between the two forms of investing is that regular mutual fund investors stand to earn a higher return since the TER is lower in these schemes. The Securities and Exchange Board of India rolled out direct mutual funds on January 1, 2013, to enable investors to invest directly in mutual funds by surpassing the intermediaries. Mutual fund Scheme Reg Direct Difference Mirae Asset Large Cap Fund 14.69 15.89 1.20 SBI Bluechip Fund 16.41 17.26 0.85 Axis Bluechip Fund 13.03 14.25 1.22 Edelweiss Large Cap Fund 16.82 18.65 1.83 HDFC Large Cap Fund 17.06 17.75 0.69 As we can see in the table above, direct mutual funds gave as high as 1.83 per cent per annum more in some cases in comparison to their ‘regular’ counterparts.

Mutual Funds Fund Funds Invest Mutual Scheme Regular Difference Direct Plan  save  help  mutual  vs  scheme  invest  fund  opting  funds  large  investors  regular  direct  plan  difference

History of this topic

Mutual funds: Why passive funds can be a great choice for retail investors to invest in 2025?
Trending News
1 week ago

Mutual funds: Why passive funds can be a great choice for retail investors to invest in 2025?

Live Mint  

If you are planning to invest in mutual funds this year, one of the dilemmas you may face is choosing between active and passive mutual funds. With the entry barrier for launching index mutual funds kept lower for passive schemes under this framework, retail investors are expected to find these schemes far more lucrative and tempting. They have brought in …

Specialized Investment Funds: The next investment frontier for an affluent India
1 week, 6 days ago

Specialized Investment Funds: The next investment frontier for an affluent India

Live Mint  

India’s capital market participation has got a significant boost with the introduction of a new investment product category: Specialized Investment Funds. India's household financial assets are growing at a compound annual growth rate of ~12% per Reserve Bank of India estimates, with equities and mutual funds capturing a larger portfolio share. From FY20 to FY24, mutual fund assets under management …

Index Mutual Funds: From types to advantages; all you need to know
1 month, 1 week ago

Index Mutual Funds: From types to advantages; all you need to know

Live Mint  

Index funds are investment vehicles designed to track a benchmark index. Index funds function by meticulously tracking the performance of specific benchmark indices, like NIFTY 50 or SENSEX. Market capitalisation index funds - These funds invest in companies of various market capitalisations, including small-cap, mid-cap, and large-cap stocks, to achieve broad diversification. Equal weight index funds - For example, in …

How NRIs can invest in Indian mutual funds
1 month, 3 weeks ago

How NRIs can invest in Indian mutual funds

Live Mint  

MUMBAI : Mutual funds have emerged as an attractive investment vehicle for non-resident Indians keen on participating in India’s booming economy. Mutual funds also allow a person to spread risk across market caps, sectors and asset classes, providing NRIs with professionally managed portfolios and long-term growth potential without the intricacies of managing individual stocks. Here's the Mint step-by-step guide to …

Weekend Wrap: From Page Industries to M&M, top market movers and news of week
2 months ago

Weekend Wrap: From Page Industries to M&M, top market movers and news of week

Live Mint  

Top News In a recent regulatory update, the Securities and Exchange Board of India introduced new measures to enhance transparency in the mutual fund industry. Beginning December 5, 2024, fund houses are required to distinctly disclose expenses and returns for both direct and regular mutual fund plans, providing investors with clearer information for decision-making. In mutual fund developments, Shriram AMC …

Capitalmind receives SEBI’s in-principle nod to launch a mutual fund
4 months, 2 weeks ago

Capitalmind receives SEBI’s in-principle nod to launch a mutual fund

Live Mint  

Bengaluru-based investment management firm Capitalmind Financial Services Private Limited has received in-principle approval from the Securities and Exchange Board of India to launch new mutual fund. As of March 31, 2024, there are 74.6 crore PAN cardholders in India, but only 4.5 crore unique mutual fund investors, highlighting a considerable growth opportunity. Our goal is to serve the rapidly growing …

Sebi imposes limits on passive mutual funds investing in sponsor group companies; details here
6 months ago

Sebi imposes limits on passive mutual funds investing in sponsor group companies; details here

Live Mint  

Capital market regulator Securities Exchange Board of India has released a circular to share the limits imposed on total investment which can be made by passive mutual funds in their sponsor group companies. This followed public consultations on the recommendations of the working group, and it was later decided to streamline the norm applicable to investments by passively managed mutual …

Why New Mutual Fund Investors Must Know These 10 Terms Before Starting SIP
7 months, 1 week ago

Why New Mutual Fund Investors Must Know These 10 Terms Before Starting SIP

News 18  

Imagine this: You’re at a bustling Diwali bazaar, eyes wide with the dazzling array of sweets and savouries. SIP : A SIP allows you to invest a fixed amount of money in a mutual fund scheme at regular intervals. Exit Load: An exit load is a charge that is levied by a mutual fund scheme if you redeem your units …

Mutual Funds: Direct vs regular MF. Seven things that investors should know
1 year, 6 months ago

Mutual Funds: Direct vs regular MF. Seven things that investors should know

Live Mint  

Direct and regular plans are two options available to mutual fund investors, and understanding their differences is crucial before making an investment decision. Direct plans involve direct investment in a mutual fund scheme without the involvement of intermediaries, while regular plans are accessed through distributors or agents. Difference between direct and regular plan MF investors must know before investing Expense …

Confused About Mutual Funds Types? What Is Equity, Debt Or Hybrid Funds; Check Details
1 year, 11 months ago

Confused About Mutual Funds Types? What Is Equity, Debt Or Hybrid Funds; Check Details

News 18  

Many of us are aware about mutual funds as investors, through television commercials or from someone who has invested in them. SEBI has classified Hybrid funds into 7 sub-categories as follows, Conservative Hybrid Fund, Balanced Hybrid Fund, Aggressive Hybrid Fund, Dynamic Asset Allocation or Balanced Advantage Fund, Multi Asset Allocation Fund, Arbitrage Fund and Equity Savings. Other Schemes – Index …

Why you should shift to mutual funds from conventional mode of investment
4 years, 2 months ago

Why you should shift to mutual funds from conventional mode of investment

India TV News  

Mutual Funds for youth: It can be difficult for youth to save money as they face multiple challenges at the start of their career. Mutual Funds For Youth: Selecting Right Scheme Mutual funds have been the topic of attraction for years now, credit the varieties of plans and high returns they give. Mutual funds are a mode of investment where …

Investing in mutual funds becomes cheaper on Sebi measures: Report
5 years, 3 months ago

Investing in mutual funds becomes cheaper on Sebi measures: Report

Live Mint  

Investing in mutual funds has become less expensive in India due to several investor-friendly measures taken by the markets regulator Sebi, including ban on upfront commissions as well as front loads and a cap on expenses charged from investors, according to a report by Morningstar India. "India had been among the most-expensive geographies when it comes to expense ratios but …

What India’s top three mutual funds bought and sold last month
5 years, 3 months ago

What India’s top three mutual funds bought and sold last month

Live Mint  

Inflows into Indian equity mutual funds rose for the fourth straight month in August even as the nation’s stocks suffered their worst three-month period since 2016. Here’s what the top three asset managers bought and sold last month: HDFC Mutual Fund India’s top money manager held about $20 billion in equities, with financials accounting for 32% of stock assets followed …

Discover Related