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Difference in Final Portfolio (DIRECT Vs Regular) – Rs 25,000 Monthly SIP for 10 years in Largecap Funds

by Dev AshishMarch 5, 2025March 6, 2025Leave a comment

I did a simple analysis to see what is the Difference in the Final Portfolio value when you do a simple Rs 25,000 Monthly SIP for 10 years by investing in Active Largecap Funds (DIRECT Vs Regular)?

Here are the results that show that the final portfolio value is always more in direct funds:

As you may already know, Returns of direct plans will always be higher than regular plans of the same fund/scheme. That is, direct plans will always outperform the regular ones because there is a growing difference in NAV of Direct vs Regular funds.

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