Mutual Funds Investment India - Save Taxes & Grow Wealth Online - ClearTax Invest

ClearTax Tax-Saver Plan

Tax-Saving
ELSS
Growth
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+ 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

Tax-Saving
ELSS
Growth
See how ₹1,50,000 grew over last 5 years
5Y return
17.11%
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
Return
5 Year Average
  • Aditya Birla Sun Life Tax Relief 96 Fund - Direct Plan - Growth

    ELSS

    14.86%

    13.57%

  • Axis Long Term Equity Fund - Direct Plan - Growth

    ELSS

    26.53%

    20.26%

  • DSP Tax Saver Fund - Direct Plan - Growth

    ELSS

    26.96%

    18.14%

  • ICICI Prudential Long Term Equity Fund (Tax Saving) - Direct Plan - Growth

    ELSS

    22.53%

    16.46%

    Plan Summary

    Average returns of plans
    PeriodReturns (per year)
    19.12%
    27.95%
    1 Year61.61%
    5 Years17.11%
    3 Years22.72%
    This plan invests in
    Tax Saving FDPPFELSS
    Average Annualised Returns i
    6%8%12%
    Tax rates i
    30%Not taxable10%*
    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 years15 years3 years
    *Taxable @ 10% over and above Rs 1 lakh.
    Why should you invest in these funds?
    • checkWith a stable management & high-quality stock-picking, Aditya Birla has managed to give consistent returns in the past 5 years.
    • checkAxis long term equity fund has been effective at controlling losses in the falling markets.
    • checkBoth DSP & ICICI have beaten the benchmark across 5 year & 10 year period.

    Fund Summary

    PeriodReturns (per year)
    16.93%
    2.49%
    36.02%
    13.24%
    12.6%
    15.85%
    1.37%
    0.68%
    1 Year36.06%
    7.55%
    10.95%
    7.25%
    5.47%
    5 Years13.57%
    3 Years14.86%
    16.73%
    Fund Details
    ISININF209K01UN8
    RiskVery High Risk
    Fund TypeEquity
    NAVRs. 47.28
    AUM148545161000

    (As on Jan 31, 2018)

    Lock in3
    Expense Ratio0.93
    Exit LoadNo Exit Load

    (Redemption within 365 days)

    Customer Reviews

    Customer Reviewsstar

    • " 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?

    • checkOur experts do all the research and offer only the BEST mutual funds
    • checkTrusted by Over 25 Lakh Indians
    • checkInvest in just 5 minutes
    • checkNo paperwork required
    • checkSimple and easy to use

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