Glossary Background

Control Regular

Regular mutual fund plans offer limited control to the investor compared to direct plans. In a regular plan, transactions such as purchases, redemptions, and switches are typically routed through a distributor or advisor. This setup is convenient for those who prefer minimal involvement but may not suit investors who want full control over their investments. Decision-making may be influenced by the advisor’s suggestions, which can be beneficial or restrictive depending on the investor’s goals. While it adds a layer of support, it can also reduce transparency and independence. Regular plans suit investors who prioritize ease over direct portfolio management.