A mutual fund is showing profits in regular fund but same fund is showing loss in the direct fund. How is it so?

This should not happen. If your numbers are still correct, then it might be the following scenario:

  • the direct plan was launched in Jan 2013
  • The fund’s 5 year performance record was worse than the 10 year performance.

Regardless for the same time period, regular plan will perform worse than the direct plan simply because it carries higher expenses. Everything else remains the same.

Please do share a screenshot or the exact dates for a specific response. You can also upload your portfolio for a free analysis here.

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