Direct vs Regular Mutual Funds: SIP Return Difference of Top Schemes in 10 Years

Direct vs Regular Mutual Funds: SIP Return Difference of Top Schemes in 10 Years

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There is a difference of 1-1.5% between the annualised returns of direct and regular plans of top performing equity mutual funds across all categories in last 10 years. Here’s a look.

Before reading further, please note this exercise is for informational purposes only. It is not intended to recommend any of the funds mentioned here for investment.

Mirae Asset Large Cap Fund: The annualised returns from regular plan of this scheme is 17.15% and the direct plan is 18.27% in 10 years.

Source: AMFI website data as on Septemebr 25, 2023.

Top-performing Large Cap Fund

Mirae Asset Emerging Bluechip Fund: The annualised returns from regular plan of this scheme is 24.57% and the direct plan is 25.73% in 10 years.

Source: AMFI website data as on Septemebr 25, 2023.

Top-performing Large and Mid Cap Fund

Quant Active Fund: The annualised returns from regular plan of this scheme is 23.52% and the direct plan is 24.36% in 10 years.

Source: AMFI website data as on Septemebr 25, 2023.

Top-performing Multi Cap Fund

Kotak Emerging Equity Fund: The annualised returns from regular plan of this scheme is 23.91% and the direct plan is 25.44% in 10 years.

Source: AMFI website data as on Septemebr 25, 2023.

Top-performing Mid Cap Fund

Nippon India Small Cap Fund: The annualised returns from regular plan of this scheme is 29.65% and the direct plan is 30.90% in 10 years.

Source: AMFI website data as on Septemebr 25, 2023.

Top-performing Small Cap Fund

HSBC Value Fund: The annualised returns from regular plan of this scheme is 20.42% and the direct plan is 21.48% in 10 years.

Source: AMFI website data as on Septemebr 25, 2023.

Top-performing Value Fund

Quant Tax Plan: The annualised returns from regular plan of this scheme is 24.00% and the direct plan is 25.08% in 10 years.

Source: AMFI website data as on Septemebr 25, 2023.

Top-performing ELSS Tax Saver Fund

Invesco India Contra Fund: The annualised returns from regular plan of this scheme is 19.94% and the direct plan is 21.55% in 10 years.

Source: AMFI website data as on Septemebr 25, 2023.

Top-performing Contra Fund

Templeton India Equity Income Fund: The annualised returns from regular plan of this scheme is 16.30% and the direct plan is 17.13% in 10 years.

Source: AMFI website data as on Septemebr 25, 2023.

Top-performing Dividend Yield Fund

Nippon India Focused Equity Fund: The annualised returns from regular plan of this scheme is 20.49% and the direct plan is 21.44% in 10 years.

Source: AMFI website data as on Septemebr 25, 2023.

Top-performing Focused Fund

Franklin Build India Fund: The annualised returns from regular plan of this scheme is 21.57% and the direct plan is 22.99% in 10 years.

Source: AMFI website data as on Septemebr 25, 2023.

Top-performing Thematic Fund

Quant Flexi Cap Fund: The annualised returns from regular plan of this scheme is 23.88% and the direct plan is 24.84% in 10 years.

Source: AMFI website data as on Septemebr 25, 2023.

Top-performing Flexi Cap Fund

Disclaimer: This story is for informational purposes only. Mutual Fund investments are subject to market risks. Please consult your financial advisor before investing.

Next: Best Large Cap Funds: 10 Schemes With Highest SIP Returns in 10 years

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