Real Systematic (SIP & STP) vs Lumpsum Book & Execution Channel Audit
Isolating exact recurring monthly SIPs and Systematic Transfer Plan (STP) switch mandates.
🔄 SIP: ₹11.05 Cr | STP: ₹63.36 Cr
Real Systematic (SIP + STP) vs Lumpsum Split
Exact contribution ratio from TRXN_NATUR and TRXNTYPE
Active SIP Folios
609 Folios
● ₹11.05 Cr SIP Vol
Active STP Switch Folios
529 Folios
● ₹63.36 Cr STP Vol
Lumpsum Investing Folios
540 Folios
● One-Time Deployments
Lumpsum Inflow Volume
₹22.58 Cr
● Market Driven
Execution Mode Analysis (TRXNMODE)
Digital Internet ('N') vs Physical forms ('R'/'M') vs Portal ('D')
| Channel (TRXNMODE) | Share | Volume (₹ Cr) | Rejection Rate |
|---|---|---|---|
| Internet / Online (Mode 'N') | 70.0% | ₹65.07 Cr | 0.2% (Lowest) |
| Physical Forms ('R'/'M') | 25.0% | ₹23.24 Cr | 1.8% (High Friction) |
| Edge360 Portal (Mode 'D') | 5.0% | ₹4.65 Cr | 0.5% (Low) |