PORTFOLIO REBALANCING ENGINE
STP (Systematic Transfer Plan)
Model systematic transfer of funds from a low-risk liquid/debt source fund into a high-growth equity destination fund.
Input Assumptions
Source Final Balance
₹2,08,361
Destination Equity Value
₹10,87,691
Combined Portfolio
₹12,96,052
Yearly Transfer Progress
| Year | Source Debt Balance (₹) | Dest. Equity Value (₹) |
|---|---|---|
| Year 1 | ₹7,51,747 | ₹3,20,233 |
| Year 2 | ₹4,88,182 | ₹6,81,080 |
| Year 3 | ₹2,08,361 | ₹10,87,691 |