Author Topic: How to Find AUM of Direct Vs Regular Plan ?  (Read 8505 times)

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How to Find AUM of Direct Vs Regular Plan ?
« on: October 28, 2020, 04:29:42 PM »
With a lobby of Mutual Fund Distributors & AMC working like a cabal, SEBI intervened to break the same by being strict on Foreign Trips, Stocks, Gift & Cheques Paid out to Mutual Fund Distributors. Along with SEBI diktat, Mutual Fund Online Platforms emerged offering Direct investment Plans.

Now What is the Percentage of Mutual Funds Invested Directly Vs Regular (Distributor) Mode ?
All the Following Data is Obtained from AMFI Website --> Check Under Scheme Details

All Data as of 30-Sep-2020
We are considering the Top 2 Funds in Each Category by SIZE OF AUM - Assets Under Management

MultiCap Fund
Kotak Standard Multicap Fund - Growth - 25%Direct and 75% through distributor
HDFC Equity Fund - Growth - 33% Direct and 67% through distributor
SBI Focused Equity Fund - Growth - 19% Direct and 81% through distributor

LargeCap Funds
SBI BLUE CHIP FUND - Growth - 24% Direct and 76% through distributor
HDFC Top 100 Fund - Growth - 20% Direct and 80% through distributor
Mirae Asset Large Cap - Growth - 32% Direct and 68% through distributor

MidCap Fund
HDFC MidCap Opportunities Fund -  18% Direct and 82% through distributor
DSP MidCap  Fund -  17% Direct and 83% through distributor

Large & MidCap Fund
Mirae Asset Emerging Bluechip - 28% Direct and 72% through distributor
Canara Robeco Emerging Equities - 19% Direct and 81% through distributor

Investing in Mutual Funds by Direct Plans mean a 1% Higher Rate of Return.

So the thing is Direct Plans are Picking up and here to Stay since all the Corporate Debt is now invested in Liquid Funds using Direct Plans.