KNOW THE DIFFERENCE SIP, STP & SWP

SIP (Systematic Investment Plan)

In SIP, an investor makes a fixed amount of investment either daily/weekly/monthly/quarterly/semi-annually or annually and the fixed investment amount can be as low as Rs.100

Benefits of SIP Investing

A SIP inculcates discipline, and gives the benefit of Rupee Cost averaging so you buy more units when prices are low and less units when prices are high

STP (Systematic Transfer Plan)

STP allows an investor to shift investment from one scheme to the other of the same fund house. One can invest a lumpsum amount in liquid scheme and transfer a fixed amount to an equity scheme every week/month.

Benefits of STP Investing

STPs make the best of the power of compounding, through tactical asset allocation and rebalancing. It helps with financial planning.

SWP (Systematic Withdrawal Plan)

SWP allows you to withdraw a fixed amount from your mutual fund scheme at your chosen time interval. SWP is the opposite of SIP. 

Benefits of SWP

One can systematically receive money based upon liquidity requirements. It is useful for retirees who want a fixed cashflow every month.

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