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)
₹1.01 Lakhs
ClearTax Tax-Saver Plan
See how ₹1,50,000 grew over last 5 years
5Y return
12.67%
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
27.71%
17.29%
ELSS
17.4%
11.49%
ELSS
25.34%
13.61%
ELSS
14.19%
8.29%
Plan Summary
Average returns of plans
Period | Returns (per year) |
---|---|
15.99% | |
19.9% | |
1 Year | 12.38% |
5 Years | 12.67% |
3 Years | 21.16% |
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) |
---|---|
17.24% | |
2.48% | |
10 Years | 19.13% |
16.71% | |
15.43% | |
26.01% | |
21.51% | |
-2.06% | |
-0.21% | |
1 Year | 17.72% |
9.83% | |
17.92% | |
10.4% | |
19.89% | |
5.81% | |
5 Years | 17.29% |
3 Years | 27.71% |
17.16% |
Fund Details | |
---|---|
ISIN | INF740K01OK1 |
Risk | Very High Risk |
Fund Type | Equity |
NAV | Rs. 105.16 |
AUM | 118625710000 (As on Jan 31, 2018) |
Lock in | 3 |
Expense Ratio | 0.8 |
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
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