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Previously, daily and weekly STPs were limited for Magnum InstaCash Fund, Magnum Instacash fund – Liquid Floater Plan And Magnum Balanced Fund and all open ended equity schemes. Now the facility has been extended to SBI Gold Fund, SBI PSU fund and SBI Infrastructure-Series I.
The process would remain the same as the existing daily and weekly STP options for open ended equity schemes.
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This facility offers a selection of Fixed End Period in the SIP form. Previously, in the SIP investment form you needed to fill "SIP start date" and "SIP end date". Calculating an end date for tenure of 3 years or 5 years was cumbersome & inconvenient. The new form will have additional columns of 3 years, 5 years, 10 years and 15 years apart from existing custom end date and perpetual options.
It will be convenient for investors to select the appropriate option as per their investment requirement to commit for long term SIP. This facility can be availed in all schemes in which SIP facility is currently being offered.
Top-up SIP is a facility whereby an investor has an option to increase the amount of the SIP Installment by a fixed amount at pre-defined intervals. This will enhance the flexibility of the investor to invest higher amounts during the tenure of the SIP.
Flex Systematic Transfer Plan is a facility wherein an investor under a designated open-ended scheme can opt to transfer variable amounts linked to the value of his investments on the date of transfer at pre-determined intervals from designated open-ended (source scheme) to the growth option of another open-ended scheme (target scheme). This facility allows investors like you to take advantage of movements in the market by investing higher when the markets are low and vice-versa.
The amount to be transferred under Flex STP from source scheme to target scheme shall be calculated using the below formula:
Trigger is a specific event, on occurrence of which the funds from one scheme will be automatically redeemed and/or switched to another scheme as specified by the investor. A trigger will activate a transaction/alert when the event selected for, has reached a value equal to or greater than (as the exact trigger value may or may not be achieved) the specified particular value (trigger point).
NAV Appreciation / Depreciation Trigger : Under this facility, Investor can indicate NAV appreciation or depreciation in percentage terms for exit trigger. The minimum % NAV appreciation or depreciation is 5% and in multiples of 1% thereafter. On activation of the trigger the applicable NAV for the transaction will be of the day on which the trigger has been activated.
Index Level Appreciation / Depreciation Trigger : Under this facility, investor would indicate the Sensex level as the trigger to redeem/ switch from one scheme to another. The Sensex level to be indicated in multiples of 100 only. In case indicated otherwise, it will be rounded off to nearest 100 points. The investor may choose the Sensex level above or below the current level.
Capital Appreciation / Depreciation : Under this facility, investors will be given the option to indicate the capital appreciation / depreciation in monetary terms to activate the trigger. Minimum Capital Appreciation / Depreciation should be Rs. 10,000 & in multiples of Rs. 1000 thereafter.