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Automatic Transfer Plan (ATP)

What is ‘Automatic Transfer Plan (ATP)’?

With an ATP, you can transfer a pre-defined amount every month from any one of your Debt funds to any one of the Equity funds of your choice. This helps you enjoy the security of debt funds while your money is transferred to equity funds every month.

Important Information on ‘Automatic Transfer Plan (ATP)’:

  • ATP is allowed only in your Unit linked policies that are active and only if you have chosen Fixed Portfolio Strategy.
  • The transfer date of units is either the 1st or the 15th of each month. You can choose the transfer date as per your requirements.
  • If 1st or 15th of the month is not a Valuation Date# then the Company shall apply the NAV* of the next immediate Valuation Date.

* Net Asset Value (NAV) is the price at which the units of a fund (be it equity or debt) are purchased.

#Valuation Date is the date at which the price of one unit of equity or debt fund is calculated.

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