STP Calculator

✕ STP Amount is greater than or equal to the Source Fund Amount. Please reduce the monthly transfer or increase the source amount.

ℹ Source fund return is equal to or higher than destination fund return. Typically the destination (equity) fund should offer higher long-term returns.

Destination Fund (Equity)

Monthly STP Transfer Amount ₹ 25,000

₹ 1,000₹ 5 L

Minimum STP amount is ₹ 1,000

Destination Fund Expected Return 12%

1%30%

Enter a value between 1% and 30%

Source Fund (Debt / Liquid)

Source Fund Amount (Lumpsum) ₹ 10 L

₹ 10K₹ 10 Cr

Source amount must be greater than STP amount

Source Fund Expected Return 8%

1%20%

Enter a value between 1% and 20%

Duration 10 Yrs

1 Yr40 Yrs

Enter a value between 1 and 40 years

STP Results

Destination Fund Value

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Source Fund Remaining

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Total Portfolio Value

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Returns in Dest. Fund

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Total Transferred

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STP Months Run

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Destination Fund

Invested —

Returns —

Source Fund

Remaining —

Transferred —

Month-by-Month Simulation — Source Fund Declining vs Destination Fund Growing

Month-by-Month Breakdown

Month	Source Fund Balance	Amount Transferred	Destination Fund Value

Equity Schemes

Hybrid Schemes

Debt Schemes