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SYSTEMATIC TRANSFER PLANS T PEnrolment Form (Please refer Product labeling available on cover page of the KIM and terms and conditions overleaf) April 30, 2016Enrolment Form No.KEY PARTNER / AGENT.

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Summary. Mutual fund investors can switch from one mutual fund scheme to another using the switch or STP option. Switches can only be made within the same fund house. STP or systematic transfer plan is an automated way to switch mutual fund units from one scheme to another.

Flex STP - Quarterly Interval: Rs. 3,000/- and any amount thereafter.

Systematic Transfer Plan (STP) is a facility by which a pre-determined amount can be transferred from one scheme of mutual fund to another scheme at pre-defined intervals.

STP is the best way of investing the lump sum in equity funds, especially during a volatile market environment. You not only get returns from the equity fund but the contribution of the debt fund is also pretty decent. However, if you do not have a massive corpus, SIP can be a better investment strategy for you.

STP vs SIP While both STP and SIP involve regular investments in equity mutual funds, in SIP the money comes from your bank account while in the case of STP, it gets transferred from your debt fund. Also, STPs offer higher returns than SIPs, since you are also getting returns from your debt fund.

A Systematic Transfer Plan (STP) is a risk management strategy that helps you deal with volatility. It is a plan that allows you to transfer funds from one asset to another in order to reduce the risk of losses in one asset.

An SWP or Systematic Withdrawal Plan allows you to withdraw a designated sum of money from a fund at regular intervals. It is particularly suited to retirees, who are looking for a fixed and regular flow of income.

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).

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232