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NYVO Calculator

Direct vs Regular Mutual Fund Calculator India

See what a regular plan's distributor commission costs you over the years versus a direct plan of the same fund – the gap compounds.

Last reviewed: · Methodology: India-first (FY 2026-27 · Budget 2024 LTCG).

₹25,000

20 yrs

12% / yr

1.0% / yr

Typical direct-vs-regular expense gaps run 0.5–1.5% a year depending on the category — the exact figure is on any fund’s page under Key facts. NYVO is paid no commission on anything; that is what SEBI’s fee-only RIA model means.

Direct plan value
₹2,29,96,434
Regular plan value
₹2,03,90,181
Lost to commission
₹26,06,253
Amount invested
₹60,00,000

₹26,06,253 is not a fee you were billed — it is compounding you never see, 11.3% of the direct-plan outcome. Same fund, same manager, same portfolio. Only the share class differs.

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How to use the Direct vs Regular calculator

See what a regular mutual fund plan's embedded commission costs you versus the direct plan of the exact same fund.

  1. Enter your investmentA monthly SIP or a one-time lumpsum – whichever matches how you invest.
  2. Set the expense gapThe difference between the regular and direct plan's expense ratio. Typically 0.5–1.5% a year; both figures are printed on any fund's page.
  3. Read the dragThe rupee difference between the two plans at the end – money that went to the distributor's trail commission instead of compounding for you.

The same fund, two prices

Every mutual fund scheme in India comes in two share classes. The direct plan is what the fund costs to run. The regular plan is the same fund with a distributor's commission stapled inside its expense ratio — deducted from the NAV daily, every year, for as long as you hold.

Same manager. Same portfolio. Same market. The only difference is who gets a slice of your return on the way through.

Why the damage is invisible

Nobody sends you a commission bill. The regular plan's NAV simply grows a little slower — typically 0.5% to 1.5% a year slower, depending on the category. On any one day the difference is invisible. Compounded over twenty years of a ₹25,000 SIP, the calculator above shows it in lakhs.

The mechanism worth understanding: the commission is charged on your entire balance, not on new investments. As your corpus grows, the same percentage costs more rupees every year — the distributor's income grows with your wealth, whether or not any service is rendered.

How to check what you hold

Open any account statement. The scheme name says it plainly: "…Fund – Regular Plan" or "…Fund – Direct Plan". Bought through a bank relationship manager, a distributor app, or an agent? It is almost certainly Regular.

Switching: worth it, but mind the tax

Moving from regular to direct is a switch — which the taxman treats as a redemption plus a fresh purchase. For equity funds held over a year, gains up to ₹1.25 lakh per financial year are exempt, so staged switching across two financial years is often close to free. Run the numbers in our MF tax calculator first.

Where NYVO stands

NYVO Investment Advisor is a SEBI-registered Investment Adviser (INA000022172). The RIA model is fee-only by regulation: clients pay us, fund houses never do. Every fund page on this site shows direct-plan data, and no fund on it pays to be there.

Frequently asked questions

What is the difference between a direct and a regular mutual fund plan?

They are the SAME fund – same manager, same portfolio, same NAV date. The regular plan's expense ratio includes a distributor's trail commission, paid out of your returns every year for as long as you stay invested. The direct plan has no distributor in the chain, so its expense ratio is lower and its NAV grows faster.

How much difference does 1% a year really make?

On a ₹25,000 monthly SIP at 12% for 20 years, a 1% drag costs roughly ₹28 lakh – about 11% of the final corpus. The damage is quiet because you never see a bill; the commission is deducted inside the NAV before you ever see it.

How do I check whether I hold regular plans?

Open your account statement: the scheme name will literally say 'Regular' or 'Direct'. If it says Regular and you bought through a bank relationship manager, a distributor app, or an agent, you are paying the trail commission.

Can I switch from regular to direct?

Yes – it is a switch transaction with the AMC, but tax-wise it counts as a redemption and fresh purchase, so capital gains tax may apply on the switch. For equity funds held over a year, the first ₹1.25 lakh of gains in a year is exempt, which often makes staged switching cheap. Check the numbers with our MF tax calculator before switching.

Why does NYVO not earn commissions?

NYVO Investment Advisor is a SEBI-registered Investment Adviser (INA000022172). RIAs are fee-only by regulation: we are paid by clients, never by fund houses, so there is no incentive to place you in a regular plan. Every fund page on this site shows direct-plan data.

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