Costs & Fees
Expense ratios and exit loads, from AMFI's TER disclosures and the schemes' own documents.
Direct vs regular plans: the 1.16-point equity fee gap
01 Oct 2026
A regular equity plan costs a median 1.16 points a year more than its direct twin, on AMFI's September 2026 data. Over ten years, direct ended 10.2% ahead.
Costs & FeesFund Returns
Equity fund exit loads: what 569 schemes charge
01 Oct 2026
Of 521 non-ELSS equity funds with a Scheme Summary Document, 484 charge an exit load. 82% of those charge 1%, and 39% keep it for a full year.
Costs & Fees
The most expensive equity funds, even on direct plans
01 Oct 2026
The median direct-plan equity fund charged 1.07% a year at the end of September 2026. 21 of 540 charged 2% or more, and the dearest 3.20%.
Costs & FeesNifty 50 index funds: tracking error and the cost gap
01 Oct 2026
14 Nifty 50 index funds returned 5.50% to 6.20% a year over five years to 30 September 2026, against an estimated 6.49% for the index. Fees explain the gap.
Fund ReturnsCosts & Fees
Active large caps vs index funds: 22 of 27 won on 5 years
17 Jun 2026
To 16 June 2026, 22 of 27 active large-cap funds beat the median Nifty 50 index fund's 9.71% a year over five years. Over ten years, 15 of 22 did.
Fund ReturnsCosts & FeesNifty 50 index funds: how far each trails the index
10 Jun 2026
Over three years to 9 June 2026, 18 Nifty 50 index funds returned 7.86% to 8.79% a year, against an estimated 9.18% for the index. The gap, fund by fund.
Costs & FeesFund Returns
Direct vs Regular plans: the return gap, from NAVs
25 Mar 2026
Across 372 equity schemes sold both ways, the Direct plan beat the Regular by a median 1.31 points a year over three years to 24 March 2026. By category.
Costs & FeesFund Returns