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STP with Annual Increase

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STP - Transferor Scheme : Mirae Asset Liquid Gr

Total Initial Investment Amount STP Period No of Installments Total Amount Transferred Total No. Units Remaining Value as on Thu Mar 27 00:00:00 IST 2025 Current Value as on Thu Mar 27 00:00:00 IST 2025 Profit Returns (%)
1000000.0 27-03-2016 to 27-03-2025 55 390000.0 490.6219116608699 1319431.763890371 1319431.76 709431.76 6.22

STP - Transferee Scheme : Mirae Asset Large Cap Gr

STP Period No of Installments Total Amount Invested Total No. Units Accumulated Value as on Thu Mar 27 00:00:00 IST 2025 Current Value as on Thu Mar 27 00:00:00 IST 2025 Profit Returns (%)
27-03-2016 to 27-03-2025 55 390000.0 6652.024004974979 2018087.19 698655.43 308655.43000000005 13.37

STP - Total Returns:

Total Investment Amount Total Current Value Total Profit Total Returns (%)
1000000.0 2018087.19 1018087.19 7.27

Mirae Asset Liquid Gr

Nav Date Nav Units Cumulative Units Cash Flow Net Amount Capital Gain/Loss No. of Days
(Invested)
Current Value
27-03-2015 1476.0364 677.4900673181231 677.4900673181231 1000000.0 1000000.0 0 0 1000000.0
27-03-2016 1588.4779 3.7772008033602478 673.7128665147628 -6000.0 994000.0 424.71 366 1070177.9994043508
27-05-2016 1608.5949 3.7299633363253855 669.9829031784375 -6000.0 988000.0 494.44 427 1077731.0811400283
27-07-2016 1627.8967 3.6857375532489254 666.2971656251885 -6000.0 982000.0 559.72 488 1084662.957140598
27-09-2016 1646.052 3.6450853314476093 662.6520802937409 -6000.0 976000.0 619.72 550 1090759.7820716728
27-11-2016 1664.0775 3.6056013016220696 659.0464789921189 -6000.0 970000.0 678 611 1096704.4171450078
27-01-2017 1681.6201 3.5679877993846527 655.4784911927342 -6000.0 964000.0 733.52 672 1102265.8059073747
27-03-2017 1698.8939 3.531709661209567 651.9467815315246 -6000.0 958000.0 787.07 731 1107588.4102685398
28-05-2017 1717.436 3.4935799645518086 648.4532015669728 -6000.0 952000.0 843.35 793 1113676.8726863754
27-07-2017 1735.999 3.456223189068657 644.9969783779042 -6000.0 946000.0 898.49 853 1119714.1094670633
27-09-2017 1755.0406 3.4187243303659187 641.5782540475383 -6000.0 940000.0 953.84 915 1125995.8839305441
27-11-2017 1773.812 3.3825456136275998 638.1957084339107 -6000.0 934000.0 1,007.24 976 1132039.2059685718
28-01-2018 1793.3544 3.345685604585463 634.8500228293252 -6000.0 928000.0 1,061.65 1,038 1138511.0817810707
27-03-2018 1812.6481 3.6410817962957065 631.2089410330295 -6600.0 921400.0 1,225.63 1,096 1144159.687666533
27-05-2018 1834.0184 3.598655280666759 627.6102857523628 -6600.0 914800.0 1,288.25 1,157 1151048.812099091
27-07-2018 1856.9259 3.5542613735960065 624.0560243787668 -6600.0 908200.0 1,353.78 1,218 1158825.7947199633
27-09-2018 1879.1911 3.5121494562208175 620.5438749225459 -6600.0 901600.0 1,415.94 1,280 1166120.5269139614
27-11-2018 1902.724 3.4687111740851537 617.0751637484608 -6600.0 895000.0 1,480.06 1,341 1174123.7238681263
27-01-2019 1925.6228 3.4274625331607 613.6477012153001 -6600.0 888400.0 1,540.94 1,402 1181654.0046277696
27-03-2019 1947.8313 3.388383788678208 610.2593174266219 -6600.0 881800.0 1,598.62 1,461 1188682.1996002097
27-05-2019 1972.0351 3.3467964135121124 606.9125210131098 -6600.0 875200.0 1,660.01 1,522 1196852.79406734
28-07-2019 1994.3135 3.3094094784997443 603.60311153461 -6600.0 868600.0 1,715.19 1,584 1203773.8339754783
27-09-2019 2013.2441 3.278290993128951 600.324820541481 -6600.0 862000.0 1,761.12 1,645 1208600.4030386955
27-11-2019 2031.7752 3.24839086528864 597.0764296761923 -6600.0 855400.0 1,805.26 1,706 1213125.0823206317
27-01-2020 2049.0618 3.220986307001575 593.8554433691908 -6600.0 848800.0 1,845.71 1,767 1216846.5037298722
27-03-2020 2068.1966 3.4812937996320077 590.3741495695588 -7200.0 841600.0 2,061.48 1,827 1221009.8088676531
27-05-2020 2085.8152 3.4518877798953618 586.9222617896634 -7200.0 834400.0 2,104.89 1,888 1224211.374859259
27-07-2020 2097.6731 3.4323746631446053 583.4898871265187 -7200.0 827200.0 2,133.69 1,949 1223971.0403473347
27-09-2020 2109.2099 3.4136005145813133 580.0762866119375 -7200.0 820000.0 2,161.4 2,011 1223502.6464771358
27-11-2020 2120.8951 3.3947930758103024 576.6814935361272 -7200.0 812800.0 2,189.16 2,072 1223080.9539014539
27-01-2021 2131.5191 3.3778726167642597 573.3036209193629 -7200.0 805600.0 2,214.14 2,133 1222007.6180887814
29-03-2021 2143.3286 3.359260917807937 569.944360001555 -7200.0 798400.0 2,241.61 2,194 1221578.0472000288
27-05-2021 2154.5187 3.3418136496100033 566.602546351945 -7200.0 791200.0 2,267.36 2,253 1220755.7815828822
27-07-2021 2166.5907 3.323193439351512 563.2793529125935 -7200.0 784000.0 2,294.85 2,314 1220395.8075224431
27-09-2021 2178.3248 3.3052922135395053 559.974060699054 -7200.0 776800.0 2,321.27 2,376 1219805.3837774545
28-11-2021 2190.4616 3.286978415873622 556.6870822831804 -7200.0 769600.0 2,348.3 2,438 1219401.676957347
27-01-2022 2202.5248 3.2689756773680823 553.4181066058123 -7200.0 762400.0 2,374.87 2,498 1218917.1045683455
27-03-2022 2215.181 3.5211569618916014 549.8969496439207 -7800.0 754600.0 2,602.64 2,557 1218121.27480917
27-05-2022 2229.065 3.4992250113836967 546.397724632537 -7800.0 746800.0 2,635.02 2,618 1217956.044058026
27-07-2022 2245.9596 3.4729030744809477 542.924821558056 -7800.0 739000.0 2,673.87 2,679 1219387.2150566028
27-09-2022 2265.4305 3.443054200956507 539.4817673570996 -7800.0 731200.0 2,717.93 2,741 1222158.4499646777
27-11-2022 2289.2207 3.4072730514799208 536.0744943056196 -7800.0 723400.0 2,770.74 2,802 1227192.8291064566
27-01-2023 2314.0191 3.37075869425624 532.7037356113634 -7800.0 715600.0 2,824.64 2,863 1232686.618846045
27-03-2023 2338.6778 3.335217873962801 529.3685177374006 -7800.0 707800.0 2,877.1 2,922 1238022.400451365
28-05-2023 2367.6608 3.2943908181442203 526.0741269192564 -7800.0 700000.0 2,937.36 2,984 1245565.0882009482
27-07-2023 2393.7841 3.2584392218162033 522.8156876974402 -7800.0 692200.0 2,990.43 3,044 1251507.880440698
27-09-2023 2420.9195 3.221916300810498 519.5937713966298 -7800.0 684400.0 3,044.33 3,106 1257894.6932526433
27-11-2023 2448.6185 3.1854696842321495 516.4083017123976 -7800.0 676600.0 3,098.13 3,167 1264486.9211265584
27-01-2024 2477.796 3.1479589118716795 513.2603428005259 -7800.0 668800.0 3,153.5 3,228 1271754.4243497718
27-03-2024 2506.9341 3.350706346848128 509.90963645367776 -8400.0 660400.0 3,454.24 3,288 1278309.8555443278
27-05-2024 2538.8224 3.308620563612484 506.6010158900653 -8400.0 652000.0 3,516.36 3,349 1286170.0070044538
27-07-2024 2568.7643 3.2700547886001066 503.33096110146516 -8400.0 643600.0 3,573.28 3,410 1292938.6039621322
27-09-2024 2598.8721 3.232171371573076 500.0987897298921 -8400.0 635200.0 3,629.2 3,472 1299692.791872783
27-11-2024 2629.15 3.1949489378696536 496.90384079202244 -8400.0 626800.0 3,684.14 3,533 1306434.733018346
27-01-2025 2659.5365 3.158445089962104 493.7453957020603 -8400.0 618400.0 3,738.02 3,594 1313133.9015765726
27-03-2025 2689.3046 3.123484041190425 490.6219116608699 -8400.0 610000.0 3,789.62 3,653 1319431.763890371

Mirae Asset Large Cap Gr

Nav Date Nav Units Cumulative Units Cash Flow Amount Current Value
28-03-2016 30.397 197.38790012172254 197.38790012172254 6000.0 6000.0 6000.0
27-05-2016 33.032 181.64204407846938 379.02994420019195 6000.0 12000.0 12520.117116820738
27-07-2016 35.73 167.9261125104954 546.9560567106873 6000.0 18000.0 19542.73990627286
27-09-2016 36.789 163.09222865530458 710.0482853659919 6000.0 24000.0 26121.966370329475
28-11-2016 34.878 172.0282126268708 882.0764979928626 6000.0 30000.0 30765.064096995062
27-01-2017 37.273 160.97443189440077 1043.0509298872635 6000.0 36000.0 38877.637309687976
27-03-2017 39.136 153.3115290269828 1196.3624589142462 6000.0 42000.0 46820.84119206794
29-05-2017 41.953 143.01718589850546 1339.3796448127516 6000.0 48000.0 56190.99423882937
27-07-2017 44.438 135.0195778387866 1474.3992226515381 6000.0 54000.0 65519.352656189054
27-09-2017 43.775 137.06453455168474 1611.463757203223 6000.0 60000.0 70541.82597157109
27-11-2017 47.493 126.33440717579433 1737.7981643790172 6000.0 66000.0 82533.24822085266
29-01-2018 50.199 119.5242933126158 1857.322457691633 6000.0 72000.0 93235.73005366228
27-03-2018 45.222 145.94666312856575 2003.2691208201986 6600.0 78600.0 90591.83618173102
28-05-2018 46.868 140.82102927370488 2144.0901500939035 6600.0 85200.0 100489.21715460108
27-07-2018 48.605 135.78849912560437 2279.8786492195077 6600.0 91800.0 110813.50174531416
27-09-2018 47.866 137.8849287594535 2417.763577978961 6600.0 98400.0 115728.67142354096
27-11-2018 47.472 139.02932254802832 2556.7929005269893 6600.0 105000.0 121376.07257381725
28-01-2019 46.851 140.87212652878273 2697.665027055772 6600.0 111600.0 126388.30418258997
27-03-2019 50.481 130.74225946395674 2828.4072865197286 6600.0 118200.0 142780.82823080244
27-05-2019 52.359 126.05282759410989 2954.4601141138382 6600.0 124800.0 154692.57711488646
29-07-2019 49.811 132.50085322519124 3086.9609673390296 6600.0 131400.0 153764.6127441244
27-09-2019 51.264 128.7453183520599 3215.7062856910893 6600.0 138000.0 164849.967029668
27-11-2019 54.021 122.17470983506414 3337.8809955261536 6600.0 144600.0 180315.66925931835
27-01-2020 54.391 121.34360464047361 3459.224600166627 6600.0 151200.0 188150.68522766302
27-03-2020 39.032 184.46402951424474 3643.688629680872 7200.0 158400.0 142220.4545937038
27-05-2020 41.547 173.29771102606688 3816.986340706939 7200.0 165600.0 158584.33149735117
27-07-2020 49.778 144.64221141869902 3961.6285521256377 7200.0 172800.0 197201.94606771
28-09-2020 51.519 139.7542654166424 4101.3828175422805 7200.0 180000.0 211299.14137696073
27-11-2020 57.669 124.85043957758936 4226.233257119869 7200.0 187200.0 243722.64570484575
27-01-2021 62.229 115.70168249529962 4341.934939615169 7200.0 194400.0 270194.26935731235
30-03-2021 65.943 109.18520540466767 4451.120145019837 7200.0 201600.0 293520.2157230431
27-05-2021 68.261 105.47750545699594 4556.597650476833 7200.0 208800.0 311037.9122191991
27-07-2021 72.082 99.88624067034768 4656.483891147181 7200.0 216000.0 335648.67184167105
27-09-2021 80.226 89.74646623289208 4746.230357380073 7200.0 223200.0 380771.0766511737
29-11-2021 76.845 93.69510052703494 4839.925457907108 7200.0 230400.0 371924.07181287167
27-01-2022 77.036 93.46279661456981 4933.3882545216775 7200.0 237600.0 380048.49757533194
28-03-2022 76.049 102.56545122223828 5035.953705743916 7800.0 245400.0 382979.24336811906
27-05-2022 73.041 106.78933749537931 5142.743043239295 7800.0 253200.0 375631.0946212413
27-07-2022 74.795 104.285045791831 5247.028089031126 7800.0 261000.0 392451.4659190831
27-09-2022 76.255 102.28837453281753 5349.316463563943 7800.0 268800.0 407912.1269290685
28-11-2022 82.144 94.95520062329567 5444.2716641872385 7800.0 276600.0 447214.25158299657
27-01-2023 77.688 100.40160642570281 5544.673270612941 7800.0 284400.0 430754.57704737823
27-03-2023 75.129 103.82142714531005 5648.494697758251 7800.0 292200.0 424365.7581478797
29-05-2023 81.73 95.4361923406338 5743.930890098885 7800.0 300000.0 469451.4716477819
27-07-2023 86.793 89.86899865196501 5833.79988875085 7800.0 307800.0 506332.9937443526
27-09-2023 87.853 88.78467439928062 5922.584563150131 7800.0 315600.0 520316.8216264284
28-11-2023 88.337 88.29822158325503 6010.882784733386 7800.0 323400.0 530983.3525549931
29-01-2024 94.727 82.34188774055971 6093.224672473945 7800.0 331200.0 577192.8935494394
27-03-2024 95.685 87.78805455400533 6181.012727027951 8400.0 339600.0 591430.2027856695
27-05-2024 100.527 83.55964069354502 6264.5723677214955 8400.0 348000.0 629758.6664099388
29-07-2024 110.497 76.02016344335141 6340.592531164847 8400.0 356400.0 700616.4529161222
27-09-2024 116.792 71.92273443386533 6412.515265598712 8400.0 364800.0 748930.4828998048
27-11-2024 109.294 76.8569180375867 6489.372183636299 8400.0 373200.0 709249.4434383457
27-01-2025 101.604 82.67391047596551 6572.046094112265 8400.0 381600.0 667746.1713461826
27-03-2025 105.029 79.97791086271411 6652.024004974979 8400.0 390000.0 698655.429218517

Mutual Fund Investors are aware about Systematic Transfer Plan or STP as it is known popularly. What is STP and how it works can be read here Thinking of Lumpsum investments in mutual funds: What about STP. In a normal STP, generally investors can transfer a fixed amount at a fixed frequency from one scheme to another over a period of time. Investors may also be aware that through STP, you can also transfer only the profits made on your investments in a mutual fund scheme to another of 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 Calculator Profit Transfer helps you understand this better.

However, we can try another innovative way of doing STP You can call it STP with Annual increase. The concept is that you can decide to increase the STP amount annually by a certain percentage / or by increasing the fixed amount. This helps you increase the allocation to the transferee every year and benefit by rupee cost averaging. But most of the AMCs do not provide this facility through a standard product. Therefore, if you want to use this innovative option, you should give STP mandate annually by increasing the amount to the extent you want. You can back test the results, by selecting 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 an aggressive fund) from the same AMC and select the annual increase percentage. You will get the results along with detailed cash flow, returns in XIRR Percentage and the STP amounts which are transferred to the other scheme every month and how it increases every year to the extent of increase you opted for. This method of STP is ideal for investors who want not only a sustainable transfer from their investments but also want to increase their allocation to riskier funds gradually. To get the best results, it is suggested to start with a small STP amount and gradually increase it over the months/ years.

Advisorkhoj develops innovative mutual fund research tools and Calculators that may help you in your investments. Mutual Fund Distributors who wish to display MF Research and calculators on their website may write to sales@advisorkhoj.com for APIs.

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