STP (Systematic Transfer Plan) Calculator

Source Fund Current Value (₹)

Transfer Amount (per month) (₹)

Frequency

Duration (Years)

Months

Source Fund Expected Return (% p.a.)

Target Fund Expected Return (% p.a.)

Transfers happen after interest accrual for that period. Transfer amount field is considered a monthly amount; if frequency is quarterly/yearly the calculator will move (transferAmount × frequency) at each transfer point.

Remaining in Source Fund

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Value in Target Fund

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Total Amount Transferred

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Net Gain / Loss (Target + Remaining Source − Initial Source)

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STP

How to Use the STP Calculator

Source fund nundi Target fund ki regular transfers effect ela untundo easy ga telusukodaniki.

Source Fund Value (₹): Ippudu mee source fund lo unna total amount enter cheyandi.
Transfer Amount (Monthly): Mee month ki transfer cheyyalani plan chesina amount ivvandi. Quarterly/Yearly select chesinappudu calculator automatic ga adjust chestundi.
Frequency: Monthly / Quarterly / Yearly lo edhi kavalo select cheyandi. (ఉదా: Quarterly అంటే prathi 3 months ki ఒకసారి పెద్ద transfer జరుగుతుంది.)
Duration: Mee STP enta kalam run avvali anukuntunnaro Years + Months ivvandi.
Expected Annual Returns:
• Source Fund return % (conservative)
• Target Fund return % (slightly higher usually)
Ivi rendu STP result mida direct impact untayi.
Click “Calculate” → వెంటనే mīku ee results ostayi:
• Remaining amount in Source Fund
• Final value in Target Fund
• Total transferred amount
• Net impact (gain/loss) = Target + Remaining Source − Initial Source

Tip: STP ante “Systematic Transfer Plan” — risk thaggadaniki or high-return fund ki step-by-step shift avvadanki perfect method.

Note: ప్రతి కాలంలో ముందుగా interest add avuthundi, తర్వాత transfer జరగుతుంది. Source fund low ayite transfers automatic ga stop avuthayi. All results are only estimates.

How to Use the STP Calculator

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