GENERAL6 Sept 2026
Retail investors power direct mutual fund shift as digital access grows
Retail investors are increasingly choosing direct mutual fund plans. Assets in these plans rose from ₹1.6 trillion in March 2021 to almost ₹7 trillion in March 2026, as per AMFI data. New account openings on the direct side have also outpaced regular plans in recent years. This points to growing digital access and a more hands-on approach to investing.
Key Statutory Highlights
- Direct-plan retail mutual fund assets rose from ₹1.6 trillion in March 2021 to almost ₹7 trillion in March 2026, per AMFI data.
- In recent years, the number of accounts opened on the direct side has been outpacing regular plans.
- Retail investors are powering the direct mutual fund shift as digital access grows.
Actionable Advice for Taxpayers / Founders:Before switching to a direct mutual fund plan, compare the total costs and features with your current plan, since outcomes depend on your own situation.
Statutory Disclaimer: TaxQue Shorts are AI-assisted editorial briefs for compliance awareness. This brief has not passed every source check; confirm the original notification before acting. This does not constitute formal legal or CA counsel.
TaxQue News Desk
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