While investing
in a debt fund normally assures you of fairly consistent
returns, equities have the potential to create wealth.
But the unpredictability in equity funds can be quite
a deterrent when you make a choice. To combine the
best of both worlds, we present Systematic Transfer
plan.
Ideal for
Investors
who want to invest lump sum money in schemes
with stable returns and ensure small exposure
to equity schemes in order to avail of
the potential for higher growth through
equities.Invest a lump sum amount in a
debt-oriented scheme (Debt scemes can be
either 100% debt or High Debt and Low equity).
Specify a desired amount to be transferred
to any equity schemes of the same AMC .
This works like a SIP (Systematic Investment
Plan) . Lowering Risk and increasing returns.
This is best suited when markets have peaked
or the investor is unsure of the further
uptrend in the market
Options
Investor has
the option of :
1
Weekly Systematic
Transfer Plan:
2
Fortnightly
Systematic Transfer Plan:
3
Monthly Systematic
Transfer Plan:
4
Quarterly
Systematic Transfer Plan:
Minimum Balance:
Minimum Balance
in the Scheme at the time of enrollment
for STP facility should be Rs.6,000/-
Minimum Transfer Amount:
1
Monthly Systematic
Transfer Plan:
Investors are required to instruct
for minimum 12 transfers of Rs.
500/- and above each or minimum
6 transfers of Rs. 1000/- and above
each
2
Quarterly Systematic
Transfer Plan:
Investors are required to instruct
for minimum 4 transfers of Rs.
1500/- and above each.
