Plans & Options

Direct Plan

Definition

What is Direct Plan?

An investment route made directly with a fund manager without an intermediary receiving distribution compensation.

Example in practice

An investor opens an account on the manager's platform and deals directly with the fund.

Keep learning

A fund option that retains or reinvests income so it contributes to unit-value growth.

A fund option designed to pay eligible income to the investor rather than retain all of it.

An option focused on long-term capital appreciation rather than regular cash distributions.

A regulated arrangement that pools investors' money for investment according to a common objective.

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