STP Calculator (India)

Estimate the value your Systematic Transfer Plan builds up in the destination fund. Enter the amount you transfer each month, the expected return on the destination fund and the transfer period.

A Systematic Transfer Plan (STP) moves a fixed amount at regular intervals from one mutual fund to another — typically from a low-risk liquid or debt fund into an equity fund, to average your entry into the market. The destination fund grows like a SIP: each transfer is invested and compounds at the destination fund's return. This calculator projects that destination value.

How the STP value is calculated

Each monthly transfer earns the destination return for the rest of the period, and the transfers compound together — the standard SIP future-value formula.

Destination value = A × [((1 + i)n − 1) ÷ i] × (1 + i)
where A = monthly transfer, i = return ÷ 12, n = months
₹10,000/month at 12%Destination value
After 12 months₹1,28,093
After 36 months₹4,35,076
After 60 months₹8,24,864

Worked example

Transferring ₹10,000 a month for 36 months into an equity fund returning 12%: total transferred is ₹3,60,000 and the projected destination value is ₹4,35,076, an estimated gain of ₹75,076 — before accounting for what the money earned in the source fund.

STP, SIP and source-fund returns

An STP is like a SIP, except the money comes from another fund rather than your bank account — so the source fund also keeps earning (at a lower, steadier rate) until each transfer happens. This tool focuses on the destination corpus; your total return is a little higher once the source fund's interest is added. STP is popular for deploying a lump sum into equities gradually.

Frequently asked questions

What is an STP?
A Systematic Transfer Plan moves a fixed amount at set intervals from one mutual fund (usually debt/liquid) to another (usually equity).
How is STP return calculated?
The destination value uses the SIP future-value formula on your transfers at the destination fund's expected return.
Is STP better than a lump-sum investment?
It spreads your entry into equities over time, reducing timing risk, while the un-transferred money still earns in the source fund. Outcomes depend on markets.
Are STP returns guaranteed?
No. Both funds are market-linked; the rate you enter is only an assumption.

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Estimates for general guidance, not financial advice. Mutual-fund returns are market-linked and not guaranteed; past performance does not predict future results.
Written by the CalcPine team · Reviewed for accuracy · Last updated 16 July 2026 · Method: SIP future-value of transfers at the destination fund's expected return.