Direct plans for equity schemes seeing steady rise since last 5 years

The share of such plans among equity schemes has risen around 7 percentage points from 9.6 per cent to 16.6 per cent in the past five years

Nearly a sixth of equity assets under management (AUM) is now contributed by direct plans, which require investors to invest without the aid of distributors.

The share of such plans among equity schemes has risen around 7 percentage points from 9.6 per cent to 16.6 per cent over the past five years, latest data from Value Research for the quarter ended March 31 (Q4FY21) shows. A year ago, this figure stood at 15.5 per cent.

The percentage of direct investments in equity schemes may inch up further, with wealthy investors increasingly routing their money through registered investment advisers and wealth management firms.