Mutual funds: Why direct plans are stealing the show
Published by Mint
Abhishek Kumar's role: Mentioned
Abhishek Kumar is not named; the article cites SahajMoney research finding that a direct plan's 1% lower expense ratio would leave an investor about 25% more over 30 years than a regular plan, on assumed growth and cost figures.
More of Abhishek's views on mutual funds
Mint examines whether investors should move from regular to direct mutual fund plans after a SEBI report found direct plans beat their benchmarks more often over five and ten years. It explains the distributor commission behind the cost gap and works through the capital gains tax and exit load of switching under the tax rules at the time. It cites a calculation by SahajMoney on the cost difference over 30 years.
Publisher source
Mutual funds: Why direct plans are stealing the show
