Advanced Investment

STP Calculator

Safeguard your lump sum in debt and gradually move it to equity to average out market volatility using a Systematic Transfer Plan.

STP Details
Enter your initial investment and transfer strategy.

To be parked in Debt/Liquid fund

Transferred to Equity fund

STP Summary

Final Debt Fund Value

₹6,51,150

Final Equity Fund Value

₹8,16,697

Total Portfolio Value

₹14,67,847

Profit Earned

₹4,67,847

What is a Systematic Transfer Plan?

An STP is a risk mitigation strategy. Instead of investing a lump sum directly into equity and facing immediate market risk, you park the money in a safer Debt/Liquid fund. Then, a fixed sum is systematically transferred to an Equity fund every month.

Intelligence Insight: STPs give you the best of both worlds: your idle lump sum earns better returns in a debt fund (compared to a savings account), while you still benefit from Rupee Cost Averaging in the equity fund!