VTP Flexibility is the
Key to Stability

Variable Transfer Plan (VTP)

Variable Transfer Plan (VTP) is a variation of Systematic Transfer Plan (STP). VTP is a facility where a unitholder can opt to transfer variable amounts from source scheme to the target scheme, based on the value of his investments in the target scheme, as on the date of transfer at pre-determined intervals.

With Variable Transfer Plan, you can now make dynamic movements in your fund's value. The amount is automatically adjusted thereby helping you avoid the hassle of continuously tracking your fund's movements.

Benefits of VTP:

Flexibility

Through VTP, your STP amount will be adjusted align to the current market value of your Target Scheme that allow you to put more STP amount when market is lower than previous installment

Rupee Cost Averaging

In VTP, investor can invest higher when the target scheme NAVs are lower and a fixed amount when the NAVs are higher in which investor take the benefit of rupee cost averaging.

Upgraded STP

In a rising market, VTP will be similar to SIP or STP as installment amount will be fixed. However, in falling market, VTP might be effective as it flexibly buys more units align to the market price than STP and reduce the average cost of unit

ELIGIBLE SCHEMES FOR VTP

Type	Source Scheme	Eligibility	Target Scheme	Eligibility
Equity	Mirae Asset Large Cap Fund	Yes	Mirae Asset Large Cap Fund	Yes
	Mirae Asset Emerging Bluechip Fund	Yes	Mirae Asset Emerging Bluechip Fund	No
	Mirae Asset Great Consumer Fund	Yes	Mirae Asset Great Consumer Fund	Yes
	Mirae Asset Healthcare Fund	Yes	Mirae Asset Healthcare Fund	Yes
	Mirae Asset Focused Fund	Yes	Mirae Asset Focused Fund	Yes
	Mirae Asset Midcap Fund	Yes	Mirae Asset Midcap Fund	Yes
	Mirae Asset Tax Saver Fund*	Yes	Mirae Asset Tax Saver Fund*	Yes
	Mirae Asset Arbitrage Fund	Yes	Mirae Asset Arbitrage Fund	Yes
	Mirae Asset Equity Allocator FoF	Yes	Mirae Asset Equity Allocator FoF	Yes
Balanced	Mirae Asset Equity Savings Fund	Yes	Mirae Asset Equity Savings Fund	Yes
Balanced	Mirae Asset Hybrid Equity Fund	Yes	Mirae Asset Hybrid Equity Fund	Yes
Debt	Mirae Asset Savings Fund	Yes	Mirae Asset Savings Fund	Yes
	Mirae Asset Cash Management	Yes	Mirae Asset Cash Management	Yes
	Mirae Asset Overnight Fund	Yes	Mirae Asset Overnight Fund	Yes
	Mirae Asset Dynamic Bond Fund	Yes	Mirae Asset Dynamic Bond Fund	Yes
	Mirae Asset Short Term Fund	Yes	Mirae Asset Short Term Fund	Yes
	Mirae Asset Banking and PSU Debt Fund	Yes	Mirae Asset Banking and PSU Debt Fund	Yes

* Each 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.

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VTP Flexibility is the
Key to Stability

Variable Transfer Plan (VTP)