Systematic Transfer Plan - Optimize your fund transfers with rupee cost averaging

📊 STP Configuration

⚙️ Advanced Options

Exit load on source fund

🎯 STP Benefits

  • Rupee cost averaging in volatile markets
  • Automatic portfolio rebalancing
  • Lower risk than lump sum investment
  • Tax efficiency through staggered transfers
  • Systematic wealth transfer strategy
  • No market timing required

📈 STP Analysis

Your systematic transfer plan breakdown

Source Fund

₹0
Debt Fund

Target Fund

₹0
Equity Fund
💰
₹0
Total Transferred
📈
₹0
Total Final Value
🎯
₹0
Total Gains
💎
0%
Absolute Return

🔍 Strategy Comparison

STP Strategy

Final Value: ₹0

Risk: Moderate

Volatility: Reduced

Lump Sum in Target

Final Value: ₹0

Risk: High

Volatility: Maximum

Stay in Source

Final Value: ₹0

Risk: Low

Volatility: Minimum

📅 Transfer Schedule

Month Transfer Amount Source Balance Target Value Total Portfolio
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