There are principally two ways to invest money in Mutual Funds:
The following matrix further explains the various ways in which an investor may invest through the above types of plans:
|
Particulars |
Online |
Offline |
|
Direct Plan |
- Through mutual fund house website - Through Registrar and Transfer Agent - Through Mutual Fund Utilities (MFU) portal - Through investment adviser |
In this case, the investor needs to visit the office of the AMC or their registrar’s office to submit the application form and make the requisite payment. |
|
Regular Plan |
Visit the website of any registered distributor, broker etc. and make investment in a regular plan. |
Visit the office of any registered distributor, broker etc., and fill up the required forms to invest offline through regular plans. |
