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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