Initial Investment Amount | STP Period | No of Monthly Installments | Total No. Units Remaining | Total Amount Transferred | Value as on | Current Value as on | Profit | Returns (%) |
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01-06-2013 to 11-05-2018 |
STP Period | No of Monthly Installments | Total No. Units Accumulated | Total Amount Invested | Value as on | Current Value as on | Profit | Returns (%) |
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01-06-2013 to 11-05-2018 |
Total Investment Amount | Total Current Value | Total Profit | Total Returns (%) |
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Nav Date | Nav | Units | Cumulative Units | Value Before STP | Cash Flow | Capital Gain/Loss (Profit Transfer) |
No. of Days (Invested) |
Current Value After STP |
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Nav Date | Nav | Units | Cumulative Units | Cash Flow | Amount | Current Value |
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Mutual Fund Investors are aware about Systematic Transfer Plan or STP as it is known popularly. In a STP, generally you can transfer a fixed amount at a fixed frequency from one scheme to another over a period of time. But through STP, you can also transfer only the profits made on your investments in a mutual fund scheme to another scheme in the same AMC. For example you have invested in an equity fund and given a mandate to the AMC to transfer the profits, if any, after a period of time at certain intervals. The AMC will check if you have profits in your equity fund and transfer only the profit amount to another scheme which you have chosen while giving the above mandate. The tool Mutual Fund STP Profit Transfer helps you understand this better. To back test the real results, you can select an equity/ hybrid or any aggressive scheme of your choice, input the lump sum investment amount, select the to/ from dates, frequency in which you want to do the STP and a scheme (preferably a debt fund) from the same AMC. You will get the results along with detailed cash flow, returns in XIRR Percentage and the amount of profits which are transferred to the other scheme. This method of STP is ideal for investors who do not want to take much risk and looking for better returns over fixed income in the long run. This method of STP is also suitable for investors who want limited exposure in aggressive funds and want to book profits as and when it happens from their investments. You may like to read more about STPs Thinking of Lumpsum investments in mutual funds: What about STP
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