Sentences with phrase «systematic transfer plan»

Can consider Systematic Transfer plan from debt fund to balanced fund.

You can either opt for Systematic Transfer Plan or Dynamic Allocation Option, but not both.

He said, «Smart express» is an Unit Linked Insurance Plan (ULIP) with net asset value (NAV) guarantee fund and systematic transfer plan.

Systematic Transfer Plan Charges: No such charge is levied for the first time Systematic Transfer Plan Option is effected for limited premium payment mode and top - up premium / s.

You have the option to choose Systematic Transfer Plan that helps switch your money between Debt and Equity Fund in a systematic manner.

Systematic Transfer Plan helps you replicate a rupee cost averaging method on your Annualized Premium.

A ULIP having an option to pay systematically through Systematic Monthly Plan, growing your wealth by capitalizing on multiple choices of Systematic Transfer Plan and utilizing your wealth by opting f...

For example, majority of child insurance plans come with systematic transfer plan and dynamic fund allocation options.

Systematic Transfer Plan — STP offers two options to help manage your asset allocation as per your needs:

The life cycle and duration based systematic transfer plan starts with an equity - heavy asset allocation, which tapers as maturity nears.

The profit target - based systematic transfer plan transfers gains from the equity fund to the bond fund.

The premium can either be self - invested or invested under Systematic Transfer Plan (STP) or Automatic Asset Allocation (AAA) option.

Systematic Transfer Plan: Under this strategy, exposure to high - risk equity is gradually increased over a period of time.

SHIKSHA PLUS SUPER gives policyholders an option to invest premiums in five investment funds offered by Max Life Insurance with a choice of Dynamic Fund Allocation and Systematic Transfer Plan.

The premiums paid net of charges are invested as per a choice of three investment options chosen by the policyholder namely Self - Managed Option, Automatic Asset Rebalancing Strategy and Systematic Transfer Plan

The premium net of charges can be invested as per two investment strategies of Systematic Transfer Plan and Dynamic Fund Allocation.

Alternatively, they may select one of two Fund based strategies of Systematic Transfer Plan and Dynamic Fund Allocation, to protect their investments against market volatility.

The two options include systematic Transfer Plan and Self - managed Strategy.

The best feature of Wealth Ultima plan is that it helps you grow your hard - earned money with the power of three — SMP (systematic Money Plan), STP (Systematic Transfer Plan) and SWP (Systematic withdrawal Plan).

However, if you are not confident about asset allocation on your own, it is advisable to go for Systematic Transfer Plan.

Systematic Transfer Plan (STP): STP helps in mitigating the risk arising from volatility in equity markets by averaging out your cost of purchase of units.

Subsequently, a fixed charge of Rs. 100 will be levied each time the Systematic Transfer Plan Option is selected.

Bajaj Allianz Life Goal Assure has some good equity funds and a series of investment strategies that resemble their mutual fund counterparts such as Systematic Transfer Plan (STP).

Systematic Transfer Plan: This strategy ensures equity exposure in a systematic manner.

Under Systematic Transfer Plan option, the Annualised Premium received net of Premium Allocation Charge shall be allocated first to the Secure Plus Fund to purchase Units.

Essentially an STP or Systematic Transfer Plan.

Systematic Transfer Plan helps you replicate a Rupee Cost Averaging Method on your Annualised Premium.

With the Systematic Transfer Plan, the policyholder can enter the equity market at different times and different levels.

The premium net of applicable charges can be either self - invested by the policyholder or invested under the Systematic Transfer Plan or Automatic Asset Allocation option.

With the help of options like Systematic Transfer Plan, Automatic Asset Allocation and option to switch between funds the management and maintenance of investment portfolio are made easier.

Under the Systematic Transfer Plan, the premium is initially invested in debt fund and then slowly redistributed to the equity fund.

Options like Systematic Transfer Plan and Dynamic Fund Allocation help in safeguarding investments against market instability.

Under the Systematic Transfer Plan option, the concept of rupee cost averaging is used and the net premium is initially invested in the Secure Plus Fund and thereafter every month, a proportion of the premium is transferred to the Growth Plus Fund

Dynamic Fund Allocation and Systematic Transfer Plan (STP) offered under child plans help make the best of the invested amount during different life stages.

Systematic Investment Plan (SIP), Systematic Transfer Plan (STP) and Systematic Withdrawal Plan (SWP) are currently not available.

You can also consider setting up STP (Systematic Transfer plan) from a Liquid fund to Equity fund for say next 12 months, in - case if you are not comfortable making lump sum investments in Equity funds.

In this blog let us discuss STP (Systematic transfer plan).

Systematic transfer plan is a plan which enables investor to transfer a fixed / variable amount of money from one mutual fund (Source) to another (target) in a predetermined intervals such as weekly, monthly, quarterly, yearly etc., In a nutshell STP is nothing but an SIP but source of fund is not a bank account instead its an another mutual fund account.

We invest in equities believing that markets may reach new highs in long - term You may consider SBI bluechip & HDFC balanced funds by setting up STP (Systematic transfer plan) from Liquid funds (of respective AMCs) for say next 6 — 12 months.

Can consider Systematic Transfer plan from debt fund to balanced fund.

If you have a lump sum to invest then take the STP (Systematic Transfer Plan) route.

You can create STP (systematic transfer plan) from a debt fund to equity fund.

(or) Create a Systematic Transfer plan by investing in a liquid fund to balanced fund.

Dear Meera, You can invest Rs 5 Lakh in Liquid debt mutual funds (lump sum) and can book STP (systematic transfer plan) say for next 6 months to an Equity oriented plans.

Dear Madhu, You may set - up STP (systematic transfer plan) and move the lump sum amount from a liquid fund to equity oriented funds.

Dear KETAN, Then you can consider investing this amount in a liquid fund like HDFC Liquid fund and create Systematic Transfer Plan (may be for next 6 months) to a balanced fund like HDFC Balanced fund.

The other method to invest is a Systematic Transfer Plan.

The STP or Systematic Transfer Plan may come handy here.

And therefore, one can not make a headline saying «Systematic Transfer Plan, STP in a mutual fund - Is it worth it?»

Dear Mayank, You may set up STP (systematic transfer plan) from liquid fund to equity or hybrid funds.