Canara Robeco Focused Equity Fund 728x90

STP with Annual Increase

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STP - Transferor Scheme : Mirae Asset Large Cap Gr

Total Initial Investment Amount STP Period No of Installments Total Amount Transferred Total No. Units Remaining Value as on Fri Jun 02 00:00:00 IST 2023 Current Value as on Fri Jun 02 00:00:00 IST 2023 Profit Returns (%)
1000000.0 02-06-2014 to 02-06-2023 55 390000.0 46506.54510845938 3803816.830966001 3803816.83 3193816.83 16.5

STP - Transferee Scheme : Mirae Asset Cash Mngmt Gr

STP Period No of Installments Total Amount Invested Total No. Units Accumulated Value as on Fri Jun 02 00:00:00 IST 2023 Current Value as on Sun Jun 04 00:00:00 IST 2023 Profit Returns (%)
02-06-2014 to 02-06-2023 55 390000.0 208.18013258752111 4297350.18 493533.35 103533.34999999998 5.5

STP - Total Returns:

Total Investment Amount Total Current Value Total Profit Total Returns (%)
1000000.0 4297350.18 3297350.1799999997 15.68

Mirae Asset Large Cap Gr

Nav Date Nav Units Cumulative Units Cash Flow Net Amount Capital Gain/Loss No. of Days
(Invested)
Current Value
03-06-2013 18.235 54839.594187003015 54839.594187003015 1000000.0 1000000.0 0 0 1000000.0
02-06-2014 25.051 239.51139675062873 54600.08279025239 -6000.0 994000.0 1,632.51 364 1367786.6739786125
04-08-2014 26.934 222.7667631989307 54377.31602705346 -6000.0 988000.0 1,937.85 427 1464598.6298726578
07-10-2014 28.652 209.4094653078319 54167.90656174562 -6000.0 982000.0 2,181.42 491 1552018.8588071356
02-12-2014 31.348 191.39977032027562 53976.506791425345 -6000.0 976000.0 2,509.83 547 1692055.5348976017
02-02-2015 32.919 182.26556092226375 53794.24123050308 -6000.0 970000.0 2,676.39 609 1770852.6270669308
06-04-2015 33.09 181.3236627379873 53612.91756776509 -6000.0 964000.0 2,693.56 672 1774051.442317347
02-06-2015 31.701 189.26847733509985 53423.64909042999 -6000.0 958000.0 2,548.69 729 1693583.0998157212
03-08-2015 33.98 176.57445556209538 53247.074634867895 -6000.0 952000.0 2,780.16 791 1809335.5960928109
05-10-2015 32.63 183.87986515476553 53063.19476971313 -6000.0 946000.0 2,646.95 854 1731452.0453357396
02-12-2015 32.121 186.79368637340056 52876.40108333973 -6000.0 940000.0 2,593.82 912 1698442.8791979556
02-02-2016 29.899 200.67560787986218 52675.72547545987 -6000.0 934000.0 2,340.68 974 1574951.5159907746
04-04-2016 31.139 192.68441504223 52483.041060417636 -6000.0 928000.0 2,486.4 1,036 1634269.4155803446
02-06-2016 33.316 198.10301356705486 52284.938046850584 -6600.0 921400.0 2,987.59 1,095 1741924.995968874
02-08-2016 35.871 183.99264029438822 52100.945406556195 -6600.0 914800.0 3,244.89 1,156 1868913.0126785773
03-10-2016 37.155 177.63423496164714 51923.31117159455 -6600.0 908200.0 3,360.84 1,218 1929210.6265805955
02-12-2016 34.694 190.23462270133163 51733.076548893216 -6600.0 901600.0 3,131.07 1,278 1794827.3577873013
02-02-2017 37.779 174.7002302866672 51558.37631860655 -6600.0 895000.0 3,414.34 1,340 1947823.898940637
03-04-2017 40.113 164.53518809363547 51393.84113051291 -6600.0 888400.0 3,599.7 1,400 2061561.1492682644
02-06-2017 42.435 155.53199010250972 51238.309140410405 -6600.0 881800.0 3,763.87 1,460 2174297.6483733156
02-08-2017 44.761 147.44978887871136 51090.8593515317 -6600.0 875200.0 3,911.25 1,521 2286877.9554339102
03-10-2017 44.537 148.19139142735253 50942.66796010434 -6600.0 868600.0 3,897.73 1,583 2268833.602939167
04-12-2017 46.293 142.57015099475083 50800.09780910959 -6600.0 862000.0 4,000.23 1,645 2351688.92787711
02-02-2018 48.121 137.1542569772033 50662.94355213238 -6600.0 855400.0 4,098.99 1,705 2437951.5066721626
02-04-2018 45.375 145.45454545454547 50517.48900667784 -6600.0 848800.0 3,947.64 1,764 2292231.063678007
04-06-2018 46.39 155.2058633326148 50362.28314334522 -7200.0 841600.0 4,369.82 1,827 2336306.315019785
02-08-2018 48.75 147.69230769230768 50214.59083565292 -7200.0 834400.0 4,506.83 1,886 2447961.30323808
03-10-2018 47.181 152.60380237807593 50061.98703327484 -7200.0 827200.0 4,417.27 1,948 2361974.6102169403
03-12-2018 48.15 149.53271028037383 49912.45432299447 -7200.0 820000.0 4,473.27 2,009 2403284.6756521836
04-02-2019 48.023 149.92815942360951 49762.52616357086 -7200.0 812800.0 4,466.06 2,072 2389745.7939531635
02-04-2019 51.415 140.03695419624623 49622.48920937462 -7200.0 805600.0 4,646.43 2,129 2551340.2826999957
03-06-2019 52.976 135.9106010268801 49486.578608347736 -7200.0 798400.0 4,721.67 2,191 2621600.98835583
02-08-2019 48.903 147.23023127415496 49339.348377073584 -7200.0 791200.0 4,515.26 2,251 2412842.1536840294
03-10-2019 50.121 143.6523612856886 49195.69601578789 -7200.0 784000.0 4,580.5 2,313 2465737.4800073053
02-12-2019 53.834 133.74447375264702 49061.95154203525 -7200.0 776800.0 4,761.17 2,373 2641201.0993139255
03-02-2020 52.338 137.56735068210477 48924.38419135314 -7200.0 769600.0 4,691.46 2,436 2560604.419807041
03-04-2020 36.649 196.4582935414336 48727.92589781171 -7200.0 762400.0 3,617.58 2,496 1785829.7562289012
02-06-2020 44.463 175.42675932798056 48552.49913848373 -7800.0 754600.0 4,601.09 2,556 2158789.769194402
03-08-2020 49.191 158.56559126669512 48393.933547217035 -7800.0 746800.0 4,908.56 2,618 2380545.9851211533
05-10-2020 52.293 149.15954334232114 48244.774003874714 -7800.0 739000.0 5,080.08 2,681 2522863.9669846203
02-12-2020 58.266 133.86880856760376 48110.90519530711 -7800.0 731200.0 5,358.9 2,739 2803230.002109764
02-02-2021 65.049 119.90960660425216 47990.995588702855 -7800.0 723400.0 5,613.45 2,801 3121766.2720495323
05-04-2021 65.17 119.68697253337425 47871.30861616948 -7800.0 715600.0 5,617.51 2,863 3119773.182515765
02-06-2021 69.329 112.5070316894806 47758.80158448 -7800.0 707800.0 5,748.43 2,921 3311069.955050414
02-08-2021 72.941 106.93574258647399 47651.86584189353 -7800.0 700000.0 5,850.03 2,982 3475774.746373556
04-10-2021 79.905 97.61591890369814 47554.24992298983 -7800.0 692200.0 6,019.97 3,045 3799822.3400965026
02-12-2021 78.294 99.6244922982604 47454.62543069157 -7800.0 684400.0 5,983.35 3,104 3715412.443470566
02-02-2022 80.029 97.46466905746668 47357.160761634106 -7800.0 676600.0 6,022.73 3,166 3789946.2185928156
04-04-2022 79.545 98.05770318687536 47259.10305844723 -7800.0 668800.0 6,011.92 3,227 3759225.352784185
02-06-2022 74.374 112.94269502783231 47146.160363419396 -8400.0 660400.0 6,340.49 3,286 3506448.530868954
02-08-2022 77.219 108.78151750216917 47037.37884591723 -8400.0 652000.0 6,416.37 3,347 3632179.357102882
03-10-2022 76.123 110.34772670546351 46927.031119211766 -8400.0 643600.0 6,387.81 3,409 3572226.3898877576
02-12-2022 82.959 101.25483672657577 46825.77628248519 -8400.0 635200.0 6,553.62 3,469 3884619.574618689
02-02-2023 78.23 107.37568707656908 46718.40059540862 -8400.0 626800.0 6,442 3,531 3654780.478578816
03-04-2023 76.955 109.15470079916835 46609.24589460945 -8400.0 618400.0 6,409.56 3,591 3586814.51781967
02-06-2023 81.791 102.70078615006541 46506.54510845938 -8400.0 610000.0 6,527.25 3,651 3803816.830966001

Mirae Asset Cash Mngmt Gr

Nav Date Nav Units Cumulative Units Cash Flow Amount Current Value
02-06-2014 1381.6814 4.342535116995857 4.342535116995857 6000.0 6000.0 6000.0
03-08-2014 1401.2928 4.281760385837992 8.62429550283385 6000.0 12000.0 12085.163193193452
06-10-2014 1422.078 4.219177851003954 12.843473353837803 6000.0 18000.0 18264.420900078956
02-12-2014 1439.7379 4.167425195933232 17.010898549771035 6000.0 24000.0 24491.235355160396
02-02-2015 1458.5667 4.113627439869565 21.1245259896406 6000.0 30000.0 30811.530161774324
05-04-2015 1479.3115 4.055940888717488 25.180466878358086 6000.0 36000.0 37249.754228524216
02-06-2015 1498.7083 4.0034475020923015 29.18391438045039 6000.0 42000.0 43738.17470847035
02-08-2015 1518.634 3.9509190496195923 33.13483343006998 6000.0 48000.0 50319.684631240896
04-10-2015 1536.3393 3.905387306046262 37.04022073611625 6000.0 54000.0 56906.346797570324
02-12-2015 1552.4795 3.8647853321090553 40.905006068225305 6000.0 60000.0 63504.18336829538
02-02-2016 1570.9821 3.819266941361076 44.72427300958638 6000.0 66000.0 70261.03233357334
03-04-2016 1591.0067 3.771197192318549 48.49547020190493 6000.0 72000.0 77156.6180108811
02-06-2016 1610.4864 4.098140785293189 52.59361098719812 6600.0 78600.0 84701.29522177315
02-08-2016 1629.6954 4.049836552278419 56.64344753947654 6600.0 85200.0 92311.56589522625
02-10-2016 1647.6362 4.005738645460691 60.64918618493723 6600.0 91800.0 99927.79465884247
02-12-2016 1665.542 3.9626740124235837 64.61186019736081 6600.0 98400.0 107613.76685683272
02-02-2017 1683.4482 3.920524551928595 68.5323847492894 6600.0 105000.0 115370.71974789871
02-04-2017 1700.7782 3.8805765501933176 72.41296129948272 6600.0 111600.0 123158.38597560387
02-06-2017 1718.9787 3.8394891105980546 76.25245041008077 6600.0 118200.0 131076.3380777351
02-08-2017 1737.8207 3.7978601589910856 80.05031056907185 6600.0 124800.0 139113.08674836185
02-10-2017 1756.5883 3.7572833657152334 83.80759393478709 6600.0 131400.0 147215.43895699797
03-12-2017 1775.6541 3.7169401405375067 87.5245340753246 6600.0 138000.0 155413.29778143982
02-02-2018 1794.9516 3.676979368134494 91.20151344345909 6600.0 144600.0 163702.3024777584
02-04-2018 1815.4055 3.635551396093049 94.83706483955214 6600.0 151200.0 172167.72911357958
03-06-2018 1836.5664 3.920359209446498 98.75742404899864 7200.0 158400.0 181374.56675894285
02-08-2018 1859.131 3.872777120063083 102.63020116906172 7200.0 165600.0 190802.98852963888
02-10-2018 1881.052 3.82764538141423 106.45784655047595 7200.0 172800.0 200252.74516946587
02-12-2018 1904.6222 3.78027726443596 110.23812381491192 7200.0 180000.0 209961.97790422992
03-02-2019 1928.1936 3.734064878132569 113.97218869304449 7200.0 187200.0 219760.44481592075
02-04-2019 1951.1573 3.6901176547887755 117.66230634783327 7200.0 194400.0 229577.66796541124
02-06-2019 1974.343 3.6467827525409717 121.30908910037424 7200.0 201600.0 239505.75090170017
02-08-2019 1996.1473 3.6069482447512766 124.91603734512552 7200.0 208800.0 249350.81067317148
02-10-2019 2015.1055 3.573013919122349 128.48905126424788 7200.0 216000.0 258918.99389236784
02-12-2019 2033.301 3.5410399148970075 132.03009117914488 7200.0 223200.0 268456.91642464645
02-02-2020 2050.8404 3.510755883295453 135.54084706244032 7200.0 230400.0 277972.6450058739
02-04-2020 2070.4754 3.477462229205911 139.01830929164623 7200.0 237600.0 287833.9895379449
02-06-2020 2086.828 3.737730181883701 142.75603947352994 7800.0 245400.0 297907.30034246756
02-08-2020 2098.6794 3.716622939168317 146.47266241269824 7800.0 253200.0 307399.1592686841
04-10-2020 2110.7904 3.695298216251126 150.16796062894937 7800.0 261000.0 316973.08968316426
02-12-2020 2121.5248 3.676600905160288 153.84456153410966 7800.0 268800.0 326385.0526397397
02-02-2021 2132.7698 3.657216076484204 157.50177761059388 7800.0 276600.0 335915.0347341908
04-04-2021 2144.5616 3.6371069966001444 161.13888460719403 7800.0 284400.0 345572.2641954194
02-06-2021 2155.668 3.618367949053379 164.7572525562474 7800.0 292200.0 355161.9371034208
02-08-2021 2167.762 3.598180981122466 168.35543353736986 7800.0 300000.0 364954.511315836
03-10-2021 2179.4179 3.5789372933020327 171.9343708306719 7800.0 307800.0 374716.84541360417
02-12-2021 2191.2884 3.5595497151356255 175.49392054580753 7800.0 315600.0 384557.7923625497
02-02-2022 2203.7713 3.5393872313338504 179.03330777714137 7800.0 323400.0 394548.46542333096
03-04-2022 2216.979 3.5183012558982294 182.5516090330396 7800.0 331200.0 404713.08364245907
02-06-2022 2230.6836 3.7656617908519165 186.3172708238915 8400.0 339600.0 415614.88042361324
02-08-2022 2248.1608 3.7363875395389865 190.0536583634305 8400.0 348000.0 427271.1846292566
02-10-2022 2267.7648 3.7040878313306567 193.75774619476115 8400.0 356400.0 439396.9965478133
02-12-2022 2291.311 3.6660235123036546 197.42376970706482 8400.0 364800.0 452359.25519126444
02-02-2023 2316.5465 3.626087367553382 201.04985707461822 8400.0 373200.0 465741.34273170703
02-04-2023 2342.5977 3.5857629331745695 204.6356200077928 8400.0 381600.0 479378.93276832934
02-06-2023 2369.8604 3.544512579728325 208.18013258752111 8400.0 390000.0 493357.8522859158

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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