STP Calculator
Analyse the impact of STP based systematic investments while minimising the risk of market volatility.
Chart from to
Summary Table
| Normal STP | Flex STP | Value STP | Lumpsum | |
|---|---|---|---|---|
| Overall Annualised Returns (%) | % | % | % | % |
| Total Current Value as of |
₹ | ₹ | ₹ | ₹ |
| Total Gains earned | ₹ | ₹ | ₹ | ₹ |
| Original invested amount | ₹ | ₹ | ₹ | ₹ |
| Total amount transferred from Source fund to Target fund through STP | ₹ | ₹ | ₹ | Not applicable |
| No. of installments completed | Not applicable |
| Normal STP | Flex STP | Value STP | Lumpsum | |
|---|---|---|---|---|
| Current value of investment in as on |
₹ | ₹ | ₹ | Not applicable |
| Current value of investment in as on |
₹ | ₹ | ₹ | ₹ |
| Normal STP | Flex STP | Value STP | Lumpsum | |
|---|---|---|---|---|
| Gains earned in |
₹ | ₹ | ₹ | Not applicable |
| Gains earned in |
₹ | ₹ | ₹ | ₹ |
You can download or share the comparison
Download PDFSummary Table
| Normal STP | Lumpsum | |
|---|---|---|
| Overall Annualised Returns (%) | % | % |
| Total Current Value as of |
₹ | ₹ |
| Total Gains earned | ₹ | ₹ |
| Original invested amount | ₹ | ₹ |
| Total amount transferred from Source fund to Target fund through STP | ₹ | Not applicable |
| No. of installments completed | Not applicable |
| Normal STP | Lumpsum | |
|---|---|---|
| Current value of investment in as on |
₹ | Not applicable |
| Current value of investment in as on |
₹ | ₹ |
| Normal STP | Lumpsum | |
|---|---|---|
| Gains earned in |
₹ | Not applicable |
| Gains earned in |
₹ | ₹ |
You can download or share the comparison
Download PDFSummary Table
| Flex STP | Lumpsum | |
|---|---|---|
| Overall Annualised Returns (%) | % | % |
| Total Current Value as of |
₹ | ₹ |
| Total Gains earned | ₹ | ₹ |
| Original invested amount | ₹ | ₹ |
| Total amount transferred from Source fund to Target fund through STP | ₹ | Not applicable |
| No. of installments completed | Not applicable |
| Flex STP | Lumpsum | |
|---|---|---|
| Current value of investment in as on |
₹ | Not applicable |
| Current value of investment in as on |
₹ | ₹ |
| Flex STP | Lumpsum | |
|---|---|---|
| Gains earned in |
₹ | Not applicable |
| Gains earned in |
₹ | ₹ |
You can download or share the comparison
Download PDFSummary Table
| Value STP | Lumpsum | |
|---|---|---|
| Overall Annualised Returns (%) | % | % |
| Total Current Value as of |
₹ | ₹ |
| Total Gains earned | ₹ | ₹ |
| Original invested amount | ₹ | ₹ |
| Total amount transferred from Source fund to Target fund through STP | ₹ | Not applicable |
| No. of installments completed | Not applicable |
| Value STP | Lumpsum | |
|---|---|---|
| Current value of investment in as on |
₹ | Not applicable |
| Current value of investment in as on |
₹ | ₹ |
| Value STP | Lumpsum | |
|---|---|---|
| Gains earned in |
₹ | Not applicable |
| Gains earned in |
₹ | ₹ |
You can download or share the comparison
Download PDFHistorical Returns (As per SEBI format) as of with investment of ₹
Date of allotment: .
Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement
Different plans shall have a different expense structure. The performance details provided herein are of .
Since inception returns have been calculated from the date of allotment till
Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments
Rolling returns have been calculated based on returns from regular plan growth option.
^ Fund Benchmark # Additional Benchmark
Historical Returns (As per SEBI format) as of with investment of ₹
Date of allotment: .
Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement
Different plans shall have a different expense structure. The performance details provided herein are of .
Since inception returns have been calculated from the date of allotment till
Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments
Rolling returns have been calculated based on returns from regular plan growth option.
^ Fund Benchmark # Additional Benchmark
Historical Returns (As per SEBI format) as of with investment of ₹
Date of allotment: .
Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement
Different plans shall have a different expense structure. The performance details provided herein are of .
Since inception returns have been calculated from the date of allotment till
Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments
Rolling returns have been calculated based on returns from regular plan growth option.
^ Fund Benchmark # Additional Benchmark
Historical Returns (As per SEBI format) as of with investment of ₹
Date of allotment: .
Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement
Different plans shall have a different expense structure. The performance details provided herein are of .
Since inception returns have been calculated from the date of allotment till
Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments
Rolling returns have been calculated based on returns from regular plan growth option.
^ Fund Benchmark # Additional Benchmark
is the potential risk class matrix of based on interest rate & credit risk.
is the potential risk class matrix of based on interest rate & credit risk.
Disclaimer
The calculators are based on past returns and meant for illustration purposes only. 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. 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. DSP Mutual Fund however does not warrant the accuracy, reasonableness and/or completeness of any such information. It is neither an investment advice nor should it be construed as indicative of any returns of the schemes of DSP Mutual Fund. In view of the individual circumstances and risk profile, each investor is advised to consult their investment/ tax advisor(s) before making a decision to invest. Investments made in mutual fund schemes carry high risk and there is no assurance or guarantee that the objective of the schemes will be achieved. Past performance may or may not be sustained in future and is not a guarantee of any future returns. There is no assurance of any returns/capital protection/capital guarantee to the investors in this scheme of DSP Mutual Fund. For index disclaimer, Click here (https://www.dspim.com/mandatory-disclosures). The AMC nor any person connected does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. For scheme specific risk factors, asset allocation details, load structure, investment objective and more details, please read the Scheme Information Document and Key Information Memorandum of the scheme available at the Investor Service Centers of the AMC and also available on www.dspim.com
STP Report
Source or Switch-out Fund (Transfer from) |
Target or Switch-in Fund (Transfer to) |
| Total Investment | ₹ | Initial Investment Date | ||
| STP Transfer Amount | ₹ | STP Type | ||
| Frequency | STP Start Date | |||
| STP End Date | Portfolio value as of |
Chart Summary
Chart from to
STP Summary Table
| Normal STP | Flex STP | Value STP | Lumpsum | |
|---|---|---|---|---|
| Overall Annualised Returns (%) | % | % | % | % |
| Total Current Value as of |
₹ | ₹ | ₹ | ₹ |
| Total Gains earned | ₹ | ₹ | ₹ | ₹ |
| Original invested amount | ₹ | ₹ | ₹ | ₹ |
| Total amount transferred from Source fund to Target fund through STP | ₹ | ₹ | ₹ | Not applicable |
| No. of installments completed | Not applicable |
| Normal STP | Flex STP | Value STP | Lumpsum | |
|---|---|---|---|---|
|
Current Value of investment in as of |
₹ | ₹ | ₹ | Not applicable |
| Current Value of investment in as of |
₹ | ₹ | ₹ | ₹ |
| Normal STP | Flex STP | Value STP | Lumpsum | |
|---|---|---|---|---|
| Gains earned in |
₹ | ₹ | ₹ | Not applicable |
| Gains earned in |
₹ | ₹ | ₹ | ₹ |
| Normal STP | Lumpsum | |
|---|---|---|
| Overall Annualised Returns (%) | % | % |
| Total Current Value as of |
₹ | ₹ |
| Total Gains earned | ₹ | ₹ |
| Original invested amount | ₹ | ₹ |
| Total amount transferred from Source fund to Target fund through STP | ₹ | Not applicable |
| No. of installments completed | Not applicable |
| Normal STP | Lumpsum | |
|---|---|---|
|
Current Value of investment in as of |
₹ | Not applicable |
| Current Value of investment in as of |
₹ | ₹ |
| Normal STP | Lumpsum | |
|---|---|---|
| Gains earned in |
₹ | Not applicable |
| Gains earned in |
₹ | ₹ |
| Flex STP | Lumpsum | |
|---|---|---|
| Overall Annualised Returns (%) | % | % |
| Total Current Value as of |
₹ | ₹ |
| Total Gains earned | ₹ | ₹ |
| Original invested amount | ₹ | ₹ |
| Total amount transferred from Source fund to Target fund through STP | ₹ | Not applicable |
| No. of installments completed | Not applicable |
| Flex STP | Lumpsum | |
|---|---|---|
|
Current Value of investment in as of |
₹ | Not applicable |
| Current Value of investment in as of |
₹ | ₹ |
| Flex STP | Lumpsum | |
|---|---|---|
| Gains earned in |
₹ | Not applicable |
| Gains earned in |
₹ | ₹ |
| Value STP | Lumpsum | |
|---|---|---|
| Overall Annualised Returns (%) | % | % |
| Total Current Value as of |
₹ | ₹ |
| Total Gains earned | ₹ | ₹ |
| Original invested amount | ₹ | ₹ |
| Total amount transferred from Source fund to Target fund through STP | ₹ | Not applicable |
| No. of installments completed | Not applicable |
| Value STP | Lumpsum | |
|---|---|---|
|
Current Value of investment in as of |
₹ | Not applicable |
| Current Value of investment in as of |
₹ | ₹ |
| Value STP | Lumpsum | |
|---|---|---|
| Gains earned in |
₹ | Not applicable |
| Gains earned in |
₹ | ₹ |
Benefits
Rupee cost averaging
Risk Management
Automated Transfers
Historical Returns (As per SEBI format) as of with investment of ₹
Date of allotment: .
Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement
Different plans shall have a different expense structure. The performance details provided herein are of .
Since inception returns have been calculated from the date of allotment till
Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments
Rolling returns have been calculated based on returns from regular plan growth option.
^ Fund Benchmark # Additional Benchmark
Historical Returns (As per SEBI format) as of with investment of ₹
Date of allotment: .
Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement
Different plans shall have a different expense structure. The performance details provided herein are of .
Since inception returns have been calculated from the date of allotment till
Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments
Rolling returns have been calculated based on returns from regular plan growth option.
^ Fund Benchmark # Additional Benchmark
Historical Returns (As per SEBI format) as of with investment of ₹
Date of allotment: .
Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement
Different plans shall have a different expense structure. The performance details provided herein are of .
Since inception returns have been calculated from the date of allotment till
Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments
Rolling returns have been calculated based on returns from regular plan growth option.
^ Fund Benchmark # Additional Benchmark
Historical Returns (As per SEBI format) as of with investment of ₹
Date of allotment: .
Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement
Different plans shall have a different expense structure. The performance details provided herein are of .
Since inception returns have been calculated from the date of allotment till
Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments
Rolling returns have been calculated based on returns from regular plan growth option.
^ Fund Benchmark # Additional Benchmark
Potential Risk Class Matrix:is the potential risk class matrix of Equal Weight based on interest rate & credit risk. |
Potential Risk Class Matrix:is the potential risk class matrix of based on interest rate & credit risk. |
Disclaimer
The calculators are based on past returns and meant for illustration purposes only. 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. 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. DSP Mutual Fund however does not warrant the accuracy, reasonableness and/or completeness of any such information. It is neither an investment advice nor should it be construed as indicative of any returns of the schemes of DSP Mutual Fund. In view of the individual circumstances and risk profile, each investor is advised to consult their investment/ tax advisor(s) before making a decision to invest. Investments made in mutual fund schemes carry high risk and there is no assurance or guarantee that the objective of the schemes will be achieved. Past performance may or may not be sustained in future and is not a guarantee of any future returns. There is no assurance of any returns/capital protection/capital guarantee to the investors in this scheme of DSP Mutual Fund. For index disclaimer, Click here(https://www.dspim.com/mandatory-disclosures). The AMC nor any person connected does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. For scheme specific risk factors, asset allocation details, load structure, investment objective and more details, please read the Scheme Information Document and Key Information Memorandum of the scheme available at the Investor Service Centers of the AMC and also available on www.dspim.com
