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STP Calculator

Analyse the impact of STP based systematic investments while minimising the risk of market volatility.

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Summary Table

  Normal STP Flex STP Value STP
Annualised Returns (%) % % %
Total Current Value as of
₹  ₹  ₹ 
Current Value as of
as of
₹  ₹  ₹ 
Current Value as of
as of
₹  ₹  ₹ 
Total Gains ₹  ₹  ₹ 
Gains of
 ₹  ₹  ₹ 
Gains of
 ₹  ₹  ₹ 
Total Amount Transferred ₹  ₹  ₹ 
No. of Installment

Click the button to download the output in PDF

Download PDF

Summary Table

  Normal STP
Annualised Returns (%) %
Total Current Value as of
₹ 
Current Value as of
as of
₹ 
Current Value as of
as of
₹ 
Total Gains ₹ 
Gains of
 ₹ 
Gains of
 ₹ 
Total Amount Transferred ₹ 
No. of Installment

Click the button to download the output in PDF

Download PDF

Summary Table

  Flex STP
Annualised Returns (%) %
Total Current Value as of
₹ 
Current Value as of
as of
₹ 
Current Value as of
as of
₹ 
Total Gains ₹ 
Gains of
 ₹ 
Gains of
 ₹ 
Total Amount Transferred ₹ 
No. of Installment

Click the button to download the output in PDF

Download PDF

Summary Table

  Value STP
Annualised Returns (%) %
Total Current Value as of
₹ 
Current Value as of
as of
₹ 
Current Value as of
as of
₹ 
Total Gains ₹ 
Gains of
 ₹ 
Gains of
 ₹ 
Total Amount Transferred ₹ 
No. of Installment

Click the button to download the output in PDF

Download PDF

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

Fund Objective
Scheme Riskometer
Benchmark Riskometer

Scheme Riskometer
Benchmark Riskometer
Fund Objective
Scheme Riskometer
Benchmark Riskometer

Scheme Riskometer
Benchmark Riskometer
Potential Risk Class Matrix:

is the potential risk class matrix of 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

STP Report

Source or Switch-out Fund (Transfer from)

Target or Switch-in Fund (Transfer to)
Initial Investment Amount ₹   Initial Investment
STP Transfer Amount ₹   STP Type
Frequency   STP Start Date
STP End Date      

Chart Summary

Chart from to

STP Summary Table

  Normal STP Flex STP Value STP
Annualised Returns (%) % % %
Total Current Value as of
₹  ₹  ₹ 
Current Value as of
as of
₹  ₹  ₹ 
Current Value as of
as of
₹  ₹  ₹ 
Total Gains ₹  ₹  ₹ 
Gains of
 ₹  ₹  ₹ 
Gains of
 ₹  ₹  ₹ 
Total Amount Transferred ₹  ₹  ₹ 
No. of Installment
  Normal STP
Annualised Returns (%) %
Total Current Value as of
₹ 
Current Value as of
as of
₹ 
Current Value as of
as of
₹ 
Total Gains ₹ 
Gains of
 ₹ 
Gains of
 ₹ 
Total Amount Transferred ₹ 
No. of Installment
  Flex STP
Annualised Returns (%) %
Total Current Value as of
₹ 
Current Value as of
as of
₹ 
Current Value as of
as of
₹ 
Total Gains ₹ 
Gains of
 ₹ 
Gains of
 ₹ 
Total Amount Transferred ₹ 
No. of Installment
  Value STP
Annualised Returns (%) %
Total Current Value as of
₹ 
Current Value as of
as of
₹ 
Current Value as of
as of
₹ 
Total Gains ₹ 
Gains of
 ₹ 
Gains of
 ₹ 
Total Amount Transferred ₹ 
No. of Installment

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

Fund Objective
Scheme Riskometer
Benchmark Riskometer

Fund Objective
Scheme Riskometer
Benchmark Riskometer

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

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
This is a system generated report based on your inputs in our STP calculator page available on www.dspim.com
Frequently asked questions

In an STP, you invest a lump sum amount in one scheme and periodically transfer a pre-defined amount from that scheme to another scheme on a pre-specified date. This transfer can be monthly, quarterly, or at other intervals.

Risk Management: By transferring investments systematically, STPs help manage risk, especially during market volatility.

Automated Transfers: STPs automate the transfer process, reducing the need for manual intervention.

Rupee Cost Averaging: STPs help in averaging the purchase cost over time.

Investors looking to reduce risk through systematic investment and those who have a lump sum amount but prefer to invest it gradually over time should consider using an STP.

Flex STP is a type of STP where the transfer amount increases when the market falls. The goal is to invest more when the market is low and stick to your regular amount when the market is high.

Unlike a regular STP that transfers a fixed amount, a Flex STP adapts by transferring more when the market is low. The Flex STP amount is calculated using this formula:
Flex STP amount = (Fixed amount x number of instalments) – (market value of investments through Flex STP so far).

Adaptability: It adjusts to market conditions, potentially enhancing returns.
Rupee cost averaging: Flex STP helps investors utilise rupee cost averaging to your advantage by ensuring that the average costs incurred while making purchases is lowered.

Investors who want to take advantage of market dips by buying more units when the market is low during the STP period, as more funds are transferred from the source scheme to the target scheme, should consider a Flex STP.

Value STP is an advanced version of the regular STP. It aims to buy more at low NAVs and less at high NAVs to achieve a target investment value.

An investor sets a predetermined investment target value for their portfolio each time-period, such as weekly, monthly, or quarterly. The investor buys or sells units of the investment to achieve the target value at each revaluation point.

Value STP Amount: [First instalment amount X Number of instalments including the current instalment] - [Market Value of the investments through Value STP in the Transferee Scheme as on the date of transfer]

Value-based Transfers: It optimizes the transfer based on the valuation, potentially buying more units at lower prices.

Rupee Cost Averaging: Helps in reducing the average cost of investment over time.

Investors who want to capitalize on market dips by buying more units when the market is low and fewer units when the market is high during the STP period should consider a Value STP.

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Mutual fund investments are subject to market risks, read all scheme related documents carefully. © DSPAM 2024.

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