This tool is used to transfer a fixed amount periodically from one scheme to another scheme. This is typically used to move funds from a liquid scheme to an equity scheme to gain more potential returns as well as maintain sufficient liquidity.
Triggers are events on happening of which, funds from one scheme can be automatically redeemed and/or switched to another scheme as specified by the investor. This allows the investors to trade, based on market events without tracking the market on day-to-day basis.
This facility allows the investors to invest a fixed amount at regular intervals over a period. This helps them to average out their cost of investment and thus overcome the short-term fluctuations in the market. This facility is also helpful in creating wealth for investors who don't have lump-sum money to invest. They can invest small amounts regularly and with the help of compounding, they can accumulate wealth over a long-period of time.
We all need regular cashflows for various purposes. Keeping a big amount in a savings back account might result in losses on account of inflation as well as the opportunity of capital appreciation which comes from investing. SWP allows investors to withdraw a fixed amount at regular intervals from their investment. This can be used as a retirement solution and allows investor the benefit of Rupee cost averagin like an SIP.
We all need regular cashflows for various purposes. Keeping a big amount in a savings back account might result in losses on account of inflation as well as the opportunity of capital appreciation which comes from investing. SWP allows investors to withdraw a fixed amount at regular intervals from their investment. This can be used as a retirement solution and allows investor the benefit of Rupee cost averagin like an SIP.
This tool is used to transfer a fixed amount periodically from one scheme to another scheme. This is typically used to move funds from a liquid scheme to an equity scheme to gain more potential returns as well as maintain sufficient liquidity. This tool can be used by investors who have lump-sum money, but don't want to take exposure to risky asset classes such as equity all at one point of time. STP helps them in taking the benefit of Rupee cost averaging.
In this tool, instead of transferring fixed amounts periodically, investors can choose to transfer only the capital gains from one scheme into another scheme.
Using this facility, investors can choose to transfer variable amounts from one scheme to another scheme. The Flex STP helps investors transfer greater and higher amounts when the markets are low and lower amount when markets are high, thus making use of market movements to determine the amounts being transferred.
This tool allows investors to have a targeted market value of their investment on each transfer date in the target scheme. Based on the target investment value and the actual value of the investments, funds are transferred between schemes. This feature allows reverse transfer into the source scheme if the market value is greater than targeted value, thus allowing the investors to pre-set their exposure in the schemes.
This is similar to the Capital Appreciation Transfer Plan and helps investors to invest dividends they receive from one scheme into another scheme.
Investors can redeem/switch funds based on appreciation/depreciation of the scheme NAV which they can specify in percentage terms.
These triggers can be used to redeem/switch between funds, based on the SENSEX level.
These triggers can be used by the investors to redeem/switch the funds, based on a specified capital appreciation in monetary terms.
