Systematic Transfer Plan

S TP - S eeks to harness the
Power of change

Systematic Transfer Plan (STP) is a strategy where an investor transfers a fixed amount of money from Source scheme to Target scheme (usually from a debt fund to an equity fund).

BENEFITS OF SYSTEMATIC TRANSFER PLAN:

s2

Balancing your investment

STP helps rebalancing the portfolio by allotting investments from debt to equity or vice versa

s3

Averaging of Cost

STP has some integral features of Systematic Investment Plan (SIP). One of the differences between STP and SIP is the source of investment. In case of the former, money is transferred usually from a debt fund and in case of latter; it is the investor's bank account. Since it is similar to SIP, STP also helps in Rupee Cost Averaging

s3

Aims for Higher Return

Money invested in debt fund generally yields returns till the time it is transferred to equity fund. The returns in debt funds are usually higher than savings bank account and aims to assure relatively better performance.

How does STP work?

If you are investing Rs. 12 Lakhs in an equity fund through an STP, first you will have to select a debt fund which allows STP to invest in that particular equity fund. Once you select, invest the whole amount i.e. is Rs. 12 Lakhs in the debt fund. Then, you will have the option of transferring the money from debt fund to equity fund along with choosing the suitable frequency.

Total Investment Amount Money Kept In Investment Type Transferring To Total Investment Period Expected Return
Rs. 10 Lakh Saving Account (Intrest Rate 4%) SIP Equity Fund 5 Years (Rs 2 Lakh Yearly) Rs 5.8 Lakh
Liquid Fund (Return 6.5%) STP Rs 6.4 Lakh
         

*6.5% is last 1year average return of liquid fund in market

The above illustration does not guarantee nor assures any return by investing through either SIP OR STP and that the returns are subject to market risks which even poses the risk of loss of principal during bad times in the market

ELIGIBLE SCHEMES FOR STP

Type

Source Scheme

Eligibility

Target Scheme

Eligibility

Equity

Mirae Asset Banking and Financial Services Fund

Yes

Mirae Asset Banking and Financial Services Fund

Yes

Mirae Asset Emerging Blue Chip Fund

Yes

Mirae Asset Emerging Blue Chip Fund

No

Mirae Asset Focused Fund

Yes

Mirae Asset Focused Fund

Yes

Mirae Asset Great Consumer Fund

Yes

Mirae Asset Great Consumer Fund

Yes

Mirae Asset Healthcare Fund

Yes

Mirae Asset Healthcare Fund

Yes

Mirae Asset Large Cap Fund

Yes

Mirae Asset Large Cap Fund

Yes

Mirae Asset Midcap Fund

Yes

Mirae Asset Midcap Fund

Yes

Mirae Asset Tax Saver Fund

Yes

Mirae Asset Tax Saver Fund

Yes

Balanced

Mirae Asset Arbitrage Fund

Yes

Mirae Asset Arbitrage Fund

Yes

Mirae Asset Equity Savings Fund

Yes

Mirae Asset Equity Savings Fund

Yes

Mirae Asset Hybrid Equity Fund

Yes

Mirae Asset Hybrid Equity Fund

Yes

Debt

Mirae Asset Banking and PSU Debt Fund

Yes

Mirae Asset Banking and PSU Debt Fund

Yes

Mirae Asset Cash Management Fund

Yes

Mirae Asset Cash Management Fund

Yes

Mirae Asset Corporate Bond Fund

Yes

Mirae Asset Corporate Bond Fund

Yes

Mirae Asset Dynamic Bond Fund

Yes

Mirae Asset Dynamic Bond Fund

Yes

Mirae Asset Money Market Fund

Yes

Mirae Asset Money Market Fund

Yes

Mirae Asset Overnight Fund

Yes

Mirae Asset Overnight Fund

Yes

Mirae Asset Savings Fund

Yes

Mirae Asset Savings Fund

Yes

Mirae Asset Short Term Fund

Yes

Mirae Asset Short Term Fund

Yes

Mirae Asset Ultra Short Duration Fund

Yes

Mirae Asset Ultra Short Duration Fund

Yes

ETF

MIRAE ASSET ESG SECTOR LEADERS ETF

No

MIRAE ASSET ESG SECTOR LEADERS ETF

No

MIRAE ASSET HANG SENG TECH ETF

No

MIRAE ASSET HANG SENG TECH ETF

No

MIRAE ASSET NYSE FANG+ ETF

No

MIRAE ASSET NYSE FANG+ ETF

No

Mirae Asset S&P 500 TOP 50 ETF

No

Mirae Asset S&P 500 TOP 50 ETF

No

Mirae Asset Nifty 50 ETF (MAN50ETF)

No

Mirae Asset Nifty 50 ETF (MAN50ETF)

No

Mirae Asset Nifty Financial Services ETF

No

Mirae Asset Nifty Financial Services ETF

No

MMirae Asset Nifty India Manufacturing ETF

No

MMirae Asset Nifty India Manufacturing ETF

No

Mirae Asset Nifty Midcap 150 ETF

No

Mirae Asset Nifty Midcap 150 ETF

No

Mirae Asset Nifty Next 50 ETF (MANXT50ETF)

No

Mirae Asset Nifty Next 50 ETF (MANXT50ETF)

No

FOF

MIRAE ASSET HANG SENG TECH ETF FUND OF FUND

No

MIRAE ASSET HANG SENG TECH ETF FUND OF FUND

No

Mirae Asset NYSE FANG+ETF Fund of Fund

No

Mirae Asset NYSE FANG+ETF Fund of Fund

No

Mirae Asset S&P 500 TOP 50 ETF Fund of Fund

No

Mirae Asset S&P 500 TOP 50 ETF Fund of Fund

No

Mirae Asset ESG Sector Leaders Fund Of Fund

Yes

Mirae Asset ESG Sector Leaders Fund Of Fund

Yes

Mirae Asset Equity Allocator Fund of Fund

Yes

Mirae Asset Equity Allocator Fund of Fund

Yes

Mirae Asset Nifty India Manufacturing ETF Fund of Fund

Yes

Mirae Asset Nifty India Manufacturing ETF Fund of Fund

Yes

Index

Mirae Asset Nifty SDL Jun 2027 Index Fund

Yes

Mirae Asset Nifty SDL Jun 2027 Index Fund

Yes

         

* For STPs under Mirae Asset Tax Saver Fund minimum amount of STP shall be of ` 500/- and in multiples of ` 500/- thereafter. Each STP Instalment ‘OUT’ of Mirae Asset Tax Saver Fund shall be subject to lock in period of 3 years from the date of allotment of Units proposed to be redeemed

For the list of schemes which are eligible for this facility and other terms and conditions, please refer to the facility form.

LEARN MORE ABOUT SYSTEMATIC TRANSFER PLAN:

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