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Tools and Calculators

Calculate STP Return

Mutual Fund STP Calculator

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from scheme name


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stp total return




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scheme name

SCHEME NAMESCHEME INITIAL AMOUNT (₹)SCHEME TRANSFER AMOUNT (₹)SCHEME PERIODSCHEME INSTALLMENTSCHEME TOTAL AMOUNT TRANSFERRED (₹)SCHEME REMAINING UNITS
 

scheme name

fund nameSCHEME INVESTED AMOUNT (₹)SCHEME PERIODSCHEME INSTALLMENTSCHEME TOTAL INVESTED (₹)SCHEME ACCUMULATED UNITSSCHEME CURRENT VALUE (₹)

sip total return

TOTAL INVESTED AMOUNT (₹)TOTAL CURRENT VALUE (₹)TOTAL PROFIT (₹)TOTAL RETURNS (%)

fund nameNAV DateNAV (₹)UnitsCumulative UnitsCash FlowNet Amount (₹)Capital Gain/Loss (₹)No. of Days (Invested)Current Value (₹)

fund nameNAV DateNAV (₹)UnitsCumulative UnitsCash FlowAmount (₹)Current Value (₹)

Systematic Transfer Plan (STP) is a mutual fund facility where you can invest funds in one mutual fund scheme, then transfer systematically fixed amounts every month to another mutual fund scheme.

How does STP work?

STP works by redeeming units of the source scheme to generate the instalment amount required to invest in the target scheme. The number of units of source scheme redeemed for each STP instalment depends on the STP amount and the prevailing NAV of the source scheme on the STP date.

How does STP calculator work?

Mirae Asset’s STP calculator can tell you how many units of the target scheme you can purchase through your STP.

How to Use the Mirae Asset STP Calculator?

  1. Select “From Scheme”: Select the Mirae Asset Mutual Fund scheme to make systematic transfers (STP) – source scheme
  2. Select “To Scheme”: Select the Mirae Asset Mutual Fund scheme through the STP – target scheme
  3. Enter the initial investment amount in the STP return calculator
  4. Enter the STP date – day of the month / quarter when you wish to invest in the target scheme through STP
  5. Enter the transfer amount – amount you wish to transfer from source to target scheme every month or quarter
  6. Enter Period – Select monthly or quarterly frequency depending on the intervals in which you make your STP transfers
  7. Enter From Date – date on which STP will begin
  8. Enter To Date – date on which STP will end
  9. Press Calculate
  10. Mirae Asset STP Calculator will tell you how many units of target funds you can purchase and value of your investment in the target fund at the end of your STP
  11. It will also tell you how many units of source funds you will have as balance at the end of your STP.
  12. It will also show the cash-flows on a monthly or quarterly basis.

Benefits of using the Mirae Asset's STP Calculator

  • Using the STP calculator you know how in the past STP helped investors take advantage of target scheme NAV volatility through rupee cost averaging of the purchase NAVs.
  • Systematic transfer plan calculator shows how the source scheme continued to earn returns for the investors throughout the tenure of the STP. This boosts investors returns / enable the investors to purchase additional units of the target scheme.

FAQs

What should I select as “From scheme” in the STP Calculator?

Answer: - You can select schemes of Mirae Asset MF from the drop down menu. You should select a scheme based on your risk appetite and investment needs and tenure. If your target scheme is of high volatility, then select a low volatility scheme (e.g. overnight, liquid, ultra-short duration funds). You should be mindful of exit loads when selecting your source scheme. Check the exit load in the scheme information document (SID) available on the AMC website.

What should I select as “To scheme” in the STP Calculator?

Answer: - You can select schemes of Mirae Asset MF from the drop down menu. You should select a scheme based on your risk appetite and investment needs.

What should I enter as “STP date” in the STP Calculator?

Answer: - You should enter the date on which you want to make the STP payment. Anecdotal evidence shows that no great advantage is gained by selecting one particular date of month for STP over another. Select any date as per your choice.

What should I enter as “transfer amount” in the Systematic transfer plan calculator?

Answer: - You need to first determine tenure of your STP. Your transfer amount can be the initial investment amount divided by the number of periods (months/ or quarter) in your STP.

What should I select as “period” in the STP Calculator?

Answer: - We have two options – monthly and quarterly. Select a period based on your tenure.

Disclaimer : The calculators are based on assumed rate of returns and meant for illustration purposes only. Some of the features may or may not be currently available for investments in our funds and facilities. The calculators are designed to assist you to get a better understanding on how returns would have panned out in various scenarios. This calculator alone is not sufficient and shouldn’t be used for the development or implementation of any investment strategy. In the preparation of the calculator, Mirae Asset Mutual Fund (MAMF) has tied up with Advisorkhoj who have developed and integrated the calculator with our website. The calculator uses information that is publicly available and information developed in-house. Information gathered and material used in this calculator is believed to be from reliable sources. MAMF however does not warrant the accuracy, reasonableness and/or completeness of any such information. The examples do not purport to represent the performance of any security or investments. It is neither an investment advice nor should it be construed as indicative of any of the schemes of Mirae Asset Mutual Fund. Invest as per your risk appetite and time horizon. In view of individual nature of tax consequences, each investor is advised to consult his/ her own professional tax advisor before taking any investment decision. Contact your financial advisor for detailed insight into the investment advice. Mirae Asset Investment Managers (India) Private Limited (“Mirae AMC”) shall have no responsibility/liability whatsoever for the accuracy or any use or reliance thereof of such information. The AMC, its associate or sponsors or group companies, its Directors or employees accepts no liability for any loss or damage of any kind.

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