Model a Systematic Transfer Plan moving a lumpsum into equity over time
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Computed in your browser from the same formulas the full app uses — it is not saved and does not factor in every detail (taxes, exact compounding dates, fees) the way a saved scenario does. Sign in to save, share, or view history →
The calculator applies the standard formula for this calculation to the values you enter and returns the result instantly.
Model a Systematic Transfer Plan moving a lumpsum into equity over time
You will need: Lumpsum in Source Fund, Monthly Transfer Amount, Transfer Duration (months), Source Fund Return (% p.a.), Destination Fund Return (% p.a.), Total Horizon (years).
It shows Total Transferred, Source Fund Remaining Balance, Destination Fund Corpus, Total Corpus, Blended CAGR %, computed instantly from the values you enter.
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