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Study finds hidden mutual fund costs erode long-term investor returns
Research reveals regular mutual fund costs can cut investor wealth by at least 25% over a decade compared with direct plans.
Investors may lose a significant portion of potential gains due to embedded costs in regular mutual fund plans. A 1 Finance Research study shows more than 80% of equity schemes delivered at least 25% lower wealth over a 10 year holding period compared with direct plans. The difference is driven by higher total expense ratios that include distributor commissions.