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)
₹95,025
ClearTax Tax-Saver Plan
See how ₹1,50,000 grew over last 5 years
5Y return
16.48%
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
10.4%
13.53%
ELSS
16.84%
15.34%
ELSS
21.71%
17.87%
ELSS
20.64%
19.17%
Plan Summary
Average returns of plans
| Period | Returns (per year) |
|---|---|
| 18.82% | |
| 21.76% | |
| 1 Year | 56.89% |
| 5 Years | 16.48% |
| 3 Years | 17.4% |
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) |
|---|---|
| 16.84% | |
| 4.67% | |
| 32.72% | |
| 12.73% | |
| 8.34% | |
| 11.77% | |
| 0.63% | |
| -0.62% | |
| 1 Year | 33.18% |
| 7.48% | |
| 8.68% | |
| 5.27% | |
| 4.1% | |
| 5 Years | 13.53% |
| 3 Years | 10.4% |
| 16.5% |
| Fund Details | |
|---|---|
| ISIN | INF209K01UN8 |
| Risk | Very High Risk |
| Fund Type | Equity |
| NAV | Rs. 46.44 |
| AUM | 145073385000 (As on Jan 31, 2018) |
| Lock in | 3 |
| Expense Ratio | 0.87 |
| 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
Other Recommended Plans
16.32%
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
16.18%
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
- Read More