Direct vs Regular Plan

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:





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.


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