How To Start Online STP In Motilal Oswal Mutual Fund?

Finance Guru Speaks: Do you want to register STP (Systematic Transfer Plan) and transfer your units or amount from one Mutual Fund to another in Motilal Oswal Mutual Fund House?

Some details about STP: If you have a lump-sum investment in Fund X, then by using STP you can systematically transfer a defined amount (Say Rs. 10,000 per month) in Fund Y. Remember both the funds X & Y should be from the same fund house.

Many investors are using the STP route to systematically transfer the amount from Debt Mutual Fund to Equity Mutual Fund or vice versa.

Make sure you have your Mobile No. and Email ID correctly registered in the fund house.

Steps to Register Online STP in Motilal Oswal Mutual Fund:-

1. Open Motilal Oswal Mutual Fund home page after clicking here and click on MF INVESTOR -> EXISTING INVESTOR button.

2. Provide your PAN No. and click on GENERATE OTP button.

Motilal Oswal Mutual Fund - Login

3. OTP will be received on your registered Mobile No. and Email ID. Enter the OTP and click on Submit button as shown below:-

Motilal Oswal Mutual Fund - Login

4. On the Home Page, click on OTHER TRANSACTION -> STP, as shown below:-

Click to enlarge - Motilal Oswal Mutual Fund - Start STP

5. On the Next screen, select the Folio No. and click on Submit button:-

Click to enlarge - Motilal Oswal Mutual Fund - Start STP

6. For STP - Step 1, click on Continue button:-

Click to enlarge - Motilal Oswal Mutual Fund - Start STP

7. For STP - Step 2, select the Source Mutual Fund, STP Type as Fixed, STP Amount, Tenure, STP Frequency, Plan Mode as Direct, Target Mutual Fund, etc. as shown below and click on Submit button:-