Ask Value Research

STP from one fund house to another?

An STP helps investors to transfer money from one scheme to another in the same fund house at periodic intervals

Is it possible to setup a Systematic Transfer Plan (STP) from a non-performing scheme of one fund house to another highly-rated scheme of another fund house?
- Swapnil

You cannot start a Systematic Transfer Plan (STP) from one fund house to anther. An STP helps investors to transfer money from one scheme to another in the same fund house at periodic intervals. STPs are typically set up by individuals with a lumpsum amount to invest. They invest in a liquid fund and transfer the money periodically to an equity fund. STPs can be daily, weekly, fortnightly or monthly intervals.

This article was originally published on January 11, 2016.

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