Fund fundamentals3 min
Use a current scheme directory to find mutual fund names, then distinguish each scheme’s plan and option.
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Use a current scheme directory to find mutual fund names, then distinguish each scheme’s plan and option. A list of AMCs is not a list of schemes, and a daily NAV file can contain many plan/option records for one scheme. The examples below are identifiers for research, not a “best funds” ranking.
Fund fundamentals3 min
Use a current scheme directory to find mutual fund names, then distinguish each scheme’s plan and option.
Get the quick answer +
Use a current scheme directory to find mutual fund names, then distinguish each scheme’s plan and option. A list of AMCs is not a list of schemes, and a daily NAV file can contain many plan/option records for one scheme. The examples below are identifiers for research, not a “best funds” ranking.
Fund fundamentals2 min
An NFO is a new fund offer, not a discount sale merely because units start near face value.
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An NFO is a new fund offer, not a discount sale merely because units start near face value. Check the official offer document, opening and closing dates, mandate, benchmark, costs and risks. An upcoming filing or draft document is not the same as an offer already open for subscription.
Fund fundamentals2 min
To identify the largest fund houses, compare the same dated AMFI AUM or average-AUM disclosure.
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To identify the largest fund houses, compare the same dated AMFI AUM or average-AUM disclosure. Month-end assets and quarterly average assets are different measures. Size describes money managed, not the best scheme for your goal, a guaranteed return or the number of unique investors. Do not turn an unsourced “top AMC” list into a ranking.
Fund fundamentals2 min
A mutual fund house manages a range of schemes; it is not itself one universal SIP or one investment portfolio.
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A mutual fund house manages a range of schemes; it is not itself one universal SIP or one investment portfolio. Use AMFI’s official member directory to verify names and official websites, then compare the individual schemes that fit the goal. A directory is not an AUM ranking, performance ranking or endorsement.
Fund fundamentals2 min
To identify the largest fund houses, compare the same dated AMFI AUM or average-AUM disclosure.
Get the quick answer +
To identify the largest fund houses, compare the same dated AMFI AUM or average-AUM disclosure. Month-end assets and quarterly average assets are different measures. Size describes money managed, not the best scheme for your goal, a guaranteed return or the number of unique investors. Do not turn an unsourced “top AMC” list into a ranking.
Fund fundamentals3 min
Use a current scheme directory to find mutual fund names, then distinguish each scheme’s plan and option.
Get the quick answer +
Use a current scheme directory to find mutual fund names, then distinguish each scheme’s plan and option. A list of AMCs is not a list of schemes, and a daily NAV file can contain many plan/option records for one scheme. The examples below are identifiers for research, not a “best funds” ranking.
Fund fundamentals2 min
A direct plan is a plan of a mutual fund scheme without distributor commission in its expense structure.
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A direct plan is a plan of a mutual fund scheme without distributor commission in its expense structure. It shares the scheme portfolio with the regular plan but has a different expense ratio and NAV. Use an official or supported direct-investment route, and verify “Direct” on the transaction confirmation rather than assuming every online purchase is direct.
Fund fundamentals3 min
A mutual fund house manages a range of schemes; it is not itself one universal SIP or one investment portfolio.
Get the quick answer +
A mutual fund house manages a range of schemes; it is not itself one universal SIP or one investment portfolio. Use AMFI’s official member directory to verify names and official websites, then compare the individual schemes that fit the goal. A directory is not an AUM ranking, performance ranking or endorsement.
Fund fundamentals2 min
A direct plan is a plan of a mutual fund scheme without distributor commission in its expense structure.
Get the quick answer +
A direct plan is a plan of a mutual fund scheme without distributor commission in its expense structure. It shares the scheme portfolio with the regular plan but has a different expense ratio and NAV. Use an official or supported direct-investment route, and verify “Direct” on the transaction confirmation rather than assuming every online purchase is direct.
Fund fundamentals2 min
A direct plan is a plan of a mutual fund scheme without distributor commission in its expense structure.
Get the quick answer +
A direct plan is a plan of a mutual fund scheme without distributor commission in its expense structure. It shares the scheme portfolio with the regular plan but has a different expense ratio and NAV. Use an official or supported direct-investment route, and verify “Direct” on the transaction confirmation rather than assuming every online purchase is direct.
Fund fundamentals2 min
A direct plan is a plan of a mutual fund scheme without distributor commission in its expense structure.
Get the quick answer +
A direct plan is a plan of a mutual fund scheme without distributor commission in its expense structure. It shares the scheme portfolio with the regular plan but has a different expense ratio and NAV. Use an official or supported direct-investment route, and verify “Direct” on the transaction confirmation rather than assuming every online purchase is direct.
