ClearTax Balanced Growth Plan
ClearTax Balanced Growth Plan
Funds in this plan
3 Year Average
5 Year Average
Hybrid-Balanced Allocation
16.96%
13.41%
Equity-Multi-Cap
21.9%
18.11%
Equity-Large-Cap
14.47%
12.83%
Hybrid-Balanced Allocation
16.09%
14.91%
Plan Summary
Average returns of plans
| Period | Returns (per year) |
|---|---|
| 14.85% | |
| 3.38% | |
| 1 Year | 9.04% |
| 5 Years | 14.81% |
| 3 Years | 17.35% |
This plan invests in
Why should you invest in these funds?
Mirae fund has beaten the category & benchmark in last 5 year & 10 year period to maximise long term wealth creation.- Reliance equity has given consistent returns at low risk profile in the last 7 years.
- Being a star-rated fund, DSP has outperformed in the past 5 years & contained losses in falling markets.
Fund Summary
| Period | Returns (per year) |
|---|---|
| 13.95% | |
| -2.1% | |
| 10 Years | 14.4% |
| 6.92% | |
| 14.43% | |
| 17.12% | |
| 0.92% | |
| 0.66% | |
| -0.23% | |
| 1 Year | 6.24% |
| -0.95% | |
| -0.31% | |
| -1.54% | |
| 14.15% | |
| -2.65% | |
| 5 Years | 13.41% |
| 3 Years | 16.96% |
| 13.91% |
| Fund Details | |
|---|---|
| ISIN | INF740K01NY4 |
| Risk | High Risk |
| Fund Type | Allocation |
| NAV | Rs. 403.64 |
| AUM | 121616623000 (As on Jan 31, 2018) |
| Expense Ratio | 0.65 |
| Exit Load | 1% for 365 days (Redemption within 365 days) |
Customer Reviews
Customer Reviews
" Great investing experience! Contacted the support with queries.. Got immediate response and all my doubts clarified. Will definitely recommend ClearTax to friends "
IT Developer, Bangalore" I am new to investments and got all the information I need on your website. The suggestions for mutual fund investments and tax savings are great. "
Software Engineer, Indore" Investing through ClearTax is super easy and simple. It is extremely helpful for investors with less finance knowledge. "
Campus Manager, Bangalore
Why Cleartax Invest?
- Our experts do all the research and offer only the BEST mutual funds
- Trusted by Over 25 Lakh Indians
- Invest in just 5 minutes
- No paperwork required
- Simple and easy to use
Other Recommended Plans
Best suited for high returns in long-term
Suggest investing for 5 or more Years
- High returns, balanced risk
- Expertly chosen funds
- Invest consistently to grow wealth
No Lock-in. Best suited for monthly SIP
Recommend investing for 5 or more Years
- For every responsible Parent
- Set aside money every month
- Save enough for your Kid's College or Marriage
Frequently Asked Questions
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