STP - Systematic Transfer Plan

A plan to transfer amount from one scheme to another scheme

Know More About STP

Systematic Transfer Plan (STP) is an investment strategy that allows investors to transfer a fixed amount of money at regular intervals from one mutual fund scheme to another within the same Asset Management Company (AMC). It is commonly used to gradually shift investments from a Debt Mutual Fund Scheme to an Equity Mutual Fund Scheme. The primary objective of STP is to spread the investment over a period of time, which helps in reducing the risk of market timing. By investing systematically, STP enables investors to benefit from rupee cost averaging, especially in volatile equity markets.

■  STP is used to transfer funds periodically from one mutual fund scheme to another within    the same Asset Management Company.
■  Periodicity - Weekly , Monthly , Quarterly.
■  Debt Mutual Fund Scheme → Equity Mutual Fund Scheme.
■  Spreads the investment across a longer period of time to reduce the risk of timing the     market.

Benefits of SWP

■  Builds savings discipline

■  Improves your commitment levels

■  Builds a big corpous over time

■  Allows regular small savings

■  Averaging of purchase cost

■  Avoids timing the market

■  Compounded returns may swell
    your money exponentially

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