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Want to know difference between liquid, income and short term funds to do STP to equity

I like to know difference between liquid fund, income fund, debt fund, short abd ultra short term fund in terms of exit load, govn tax, min locking period etc. I have 4 lakh to invest. I want to keep on above mentioned fund and transfer in equity fund during dip?

Jul 25, 2016 by Shailesh Aghera, Vadodara  |   Mutual Fund

Please go through the following to know more about debt funds –

https://www.advisorkhoj.com/company/SBI-Mutual-Fund/articles/Demystifying-debt-mutual-funds

https://www.advisorkhoj.com/articles/Debt-Funds/The-Investors-Fix:-Debt-Funds-Versus-Fixed-Deposits

https://www.advisorkhoj.com/articles/Mutual-Funds/What-should-debt-mutual-fund-investors-do-in-2016

You may also check the performance of various debt fund categories from here –

LIQUID FUNDS, SHORT TERM DEBT FUNDS, INCOME FUNDS

Once you decide to invest in particular schemes, you may get the entry / exit load details and other scheme information from the scheme information document (SID) available on respective AMC website.

For investing your lumpsum amount in a debt fund and then transfer it to equity at a pre-defined frequency, you may use the STP route (Systematic Transfer Plan). Please check STP returns from here.

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