ClearTax Tax-Saver Plan
+ 35,184 Investors
Start your investment
Monthly
One-Time
₹
No. of years
3
5
10
Estimated Value
(as per historical returns)
₹1.04 Lakhs
ClearTax Tax-Saver Plan
See how ₹1,50,000 grew over last 5 years
5Y return
16.29%
Get the best of both worlds!
Our Tax-Saver plan is a simple investment plan that’s safe, reliable and most rewarding among all 80C tax-saving instruments!
Lowest lock-in of just 3 years
Save tax with lowest lock-in period as compared to FD (5 years) and PPF (15 years)
Maximum returns
Highest returns as compared to other 80C investments
Note: Every instalment of SIP and every lumpsum order must complete the lock-in period before redemption.
Funds in this plan
FUND
Return
3 Year Average
3 Year Average
Return
5 Year Average
5 Year Average
ELSS
15.26%
12.77%
ELSS
27.43%
17.55%
ELSS
22.3%
15.72%
ELSS
26.13%
19.11%
Plan Summary
Average returns of plans
| Period | Returns (per year) |
|---|---|
| 18.79% | |
| 25.98% | |
| 1 Year | 57.63% |
| 5 Years | 16.29% |
| 3 Years | 22.78% |
This plan invests in
| Tax Saving FD | PPF | ELSS | |
|---|---|---|---|
| Average Annualised Returns i | 6% | 8% | 12% |
| Tax rates i | 30% | Not taxable | 10%* |
| Returns after tax i | 4.2% | 8.00% | 10.80% |
| Current rate of Inflation i | 4% | 4% | 4% |
| Real Rate of Return i | 0.2% | 4.00% | 6.80% |
| Lock-in Period i | 5 years | 15 years | 3 years |
*Taxable @ 10% over and above Rs 1 lakh.
Why should you invest in these funds?
With a stable management & high-quality stock-picking, Aditya Birla has managed to give consistent returns in the past 5 years.- Axis long term equity fund has been effective at controlling losses in the falling markets.
- Both DSP & ICICI have beaten the benchmark across 5 year & 10 year period.
Fund Summary
| Period | Returns (per year) |
|---|---|
| 16.7% | |
| 1% | |
| 36.02% | |
| 13.24% | |
| 12.6% | |
| 15.68% | |
| -1.4% | |
| -0.06% | |
| 1 Year | 35.21% |
| 5.83% | |
| 10.95% | |
| 7.25% | |
| 5.47% | |
| 5 Years | 12.77% |
| 3 Years | 15.26% |
| 16.73% |
| Fund Details | |
|---|---|
| ISIN | INF209K01UN8 |
| Risk | Very High Risk |
| Fund Type | Equity |
| NAV | Rs. 47.01 |
| AUM | 148545161000 (As on Jan 31, 2018) |
| Lock in | 3 |
| Expense Ratio | 0.93 |
| Exit Load | No Exit Load (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
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Frequently Asked Questions
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