STP Calculator
Plan your Systematic Transfer Plan. Transfer funds gradually from debt to equity funds to manage risk and optimize returns.
STP Details
%
Debt fund ~6-8%
%
Equity fund ~12-15%
M
Source Fund Balance₹47,490
Target Fund Balance₹12,95,009
Total Transferred₹12,00,000
Combined Value₹13,42,498
Fund Balance Progression
What is STP?
A Systematic Transfer Plan (STP) transfers a fixed amount from one mutual fund scheme to another at regular intervals. It's commonly used to move money from a debt fund to an equity fund gradually.
- Reduces market timing risk through rupee cost averaging
- Source fund earns returns while waiting to be transferred
- Better returns than keeping money in savings account
- Ideal for deploying lumpsum into equity markets gradually
Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns.
Trustner Asset Services Pvt. Ltd. | ARN-286886 | Mutual Fund Distributor (Not a SEBI Registered Investment Adviser)