Smart Transfer Plan
A smarter plan to invest lump sum into equity mutual funds
5+ Years | 12-14% Returns | No lock-in
Best used for
Grow wealth, Retirement, Kids education. Alternate investment strategy for large lumpsum investment.
Benefits
  • If you want to invest a lump sum amount in Equity, but also want to reduce the impact of volatility, this plan is ideal for you!
  • Cost Averaging. You do not enter into equity funds all at once and average your purchase price over a few months.
  • Better than a SIP. Instead of keeping your lump sum in your bank account, park it in liquid funds which grow 2-3% faster.
  • Flexible. You can stop, and restart, your STP at any time
How does Scripbox Smart Transfer Plan work?
Scripbox Smart Transfer Plan helps you invest a lump sum while reducing the impact of market volatility. First, the lump sum amount is fully invested into Liquid funds. Then, every month, a certain amount is moved from these Liquid funds into Equity funds.
Which mutual funds?
Your money will be first invested into liquid funds and moved into equity funds.
Axis Liquid Fund (G)
50,000
16,600 per month *
Axis Bluechip Fund (G)
50,000
Mirae Asset Cash Management fund (G)
50,000
16,600 per month *
Mirae Asset Large Cap Fund (G)
50,000
Kotak Liquid Fund (G)
50,000
16,600 per month *
Kotak Standard Multicap fund (G)
50,000
Invesco India Liquid Fund (G)
50,000
16,600 per month *
Invesco India Growth Opportunities Fund (G)
50,000
* The amount for the final month will differ. The entire amount remaining in the liquid fund, including the returns generated, will be transferred in the last month.