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HDFC: Systematic Transfer Plan (STP)
HDFC Flexindex Plan
What is HDFC FLEXINDEX PLAN?
It empowers you to automatically transfer your investments from select Debt/Liquid Schemes to select equity Schemes of HDFC Mutual Fund at closing BSE SENSEX levels of your choice.
Why HDFC FLEXINDEX PLAN?
�Equities are probably the only asset class where investors are comfortable buying at a higher price and vice-a-versa� - Warren Buffet
�Be fearful when others are greedy and greedy when others are fearful� � Warren Buffet
Investors find it very difficult to invest due to various reasons when markets fall and thereby are unable to benefit from high returns of equities
HDFC FLEXINDEX PLAN offers investors a tool to plan their investments. The Plan prevents investors from the indecision of investing or not investing in bear/volatile market conditions
How does HDFC FLEXINDEX PLAN work?
Investors can invest in HDFC Mutual Fund�s select Debt/Liquid Schemes and choose four BSE SENSEX levels of their choice to transfer amounts to HDFC Mutual Fund range of select equity Schemes
What is duration of the HDFC FLEXINDEX PLAN?
The validity of the HDFC FLEXINDEX PLAN is 1 year from date of registration
On completion of one year from the date of registration, in case the Triggers indicated by the investors remain inactive, the proportionate registered amount will be automatically transferred into the Target Scheme in 6 equal monthly instalments on 1st of every month
In case investors decide to opt out of the facility, they can give a written request to cease the Trigger facility
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