Smart Transfer Plan
A smarter plan to invest lump sum into equity mutual funds
5+ Years | 10-12% Historical growth | 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.
Canara Robeco Liquid (G)
60,000
20,000 per month *
Canara Robeco Bluechip Equity Fund (G)
Parag Parikh Liquid Fund(G)
50,000
16,600 per month *
Parag Parikh Flexi Cap Fund(G)
Canara Robeco Liquid(G)
50,000
16,600 per month *
Canara Robeco Emerging Equities Fund(G)
Nippon India Liquid Fund(G)
40,000
13,300 per month *
Nippon India Value Fund(G)