Mutual Funds Investment India - Save Taxes & Grow Wealth Online

ClearTax Grow Rich Plan

Equity

Growth

+ 28,386 Investors

Start your investment

Monthly

One-Time

₹

No. of years

Estimated Value

(as per historical returns)

₹1.87 Lakhs

ClearTax Grow Rich Plan

Equity

Growth

See how ₹1,50,000 grew over last 5 years

5Y return

14.75%

Exclusively curated wealth plan by experts!

Reap rich rewards by investing in our exclusive Grow rich plan and fulfill all your long-term goals

No lock-in period

Redeem the full amount anytime!

Minimum Investment. Maximum Returns

Grow wealth, double your investment within 5 years!

Funds in this plan

Edit Funds

FUND

Return
3 Year Average

Return
5 Year Average

SBI Flexicap Fund - Direct Plan - Growth
Equity-Multi-Cap
13.16%
12.33%
Kotak Flexicap Fund- Direct Plan - Growth
Equity-Large-Cap
17.1%
14.64%
UTI Mid Cap Fund - Direct Plan - Growth
Equity-Mid-Cap
18.47%
16.09%
ICICI Prudential Bluechip Fund - Direct Plan - Growth
Equity-Large-Cap
16.89%
15.95%

Plan Summary

Average returns of plans

Period	Returns (per year)
	16.02%
	-3.1%
1 Year	8.41%
5 Years	14.75%
3 Years	16.41%

This plan invests in

Large Cap Equity: 56.24%
Mid Cap Equity: 36.97%
Small Cap Equity: 0.83%
Debt & Others: 5.97%

Why should you invest in these funds?

Being a consistent performer & star-rated fund makes ICICI Pru the best choice for long-term wealth creation.
HDFC mid-cap has not only beaten the benchmark in last 10 years but also contained losses in the falling markets.
Both SBI & Kotak have performed reasonably well in past 5 years.

Fund Summary

Period	Returns (per year)
	14.95%
	4.92%
10 Years	13.44%
	-3.18%
	10.09%
	10.56%
	-3.89%
	2.85%
	0.13%
1 Year	6.2%
	-3.74%
	-9.83%
	-13.85%
	12.62%
	-11.2%
5 Years	12.33%
3 Years	13.16%
	14.2%

Fund Details
ISIN	INF200K01UG1
Risk	Very High Risk
Fund Type	Equity
NAV	Rs. 119.90
AUM	206256896000 (As on Jan 31, 2018)
Expense Ratio	0.86
Exit Load	0.1% for 30 days (Redemption within 365 days)

Customer Reviews

" Great investing experience! Contacted the support with queries.. Got immediate response and all my doubts clarified. Will definitely recommend ClearTax to friends "
HarishIT 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. "
PrateekSoftware Engineer, Indore
" Investing through ClearTax is super easy and simple. It is extremely helpful for investors with less finance knowledge. "
RahulCampus 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

Save Taxes

12.33%5Y Return

Lowest Lock-In Period of 3 Years
Suggested investing for 5 or more Year

Benefits

Invest any amount
Reduce Tax upto Rs. 46,800
Shortest lock-in: 3 Years
Earn more than PPF, Tax FD

Funds in the basket

Aggressive Growth

16.57%5Y Return

No lock-in. Best suited for Monthly SIP
Recommend investing for 5 to 10 Years

Benefits

Just started working?
Get into habit of investing
Grow wealth for cost of beer and pizza over weekends

Funds in the basket

Frequently Asked Questions

What are equity funds?
Equity funds are schemes which concentrate their investments in shares of companies of different market capitalization
What is recommended investment duration?
It is the suggested period for which one should invest in a mutual fund. It does not mean that the money will be locked-in for that period. While the investor can withdraw the money anytime before, it is advisable to stay invested for the suggested period to reap the best benefits (returns).
What are annualized returns?
The return for a period more than 1 year is annualized. For instance, a 3-Year Return (annualized) of 18% means the fund gave 18% return each year, on an average, for the last 3 years. An initial investment of Rs 1000 would have grow into: Rs 1000*1.18*1.18*1.18 = Rs 1643 in 3 years.
What is a lock-in period?
It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options.
Should I choose Monthly SIP or One time investment?
An SIP allows you to invest a fixed sum regularly in mutual fund(s) of your choice. A one-time investment is when you invest on-time in bulk in mutual fund(s). SIP comes with few advantages: It allows you to invest small amount every month without the stress of paying in bulk. Investing all through the year averages the cost of investing - you don?t end up paying too much per unit of mutual fund. Gives you financial discipline
Read More

⚠Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Disclaimer: Registration granted by SEBI, membership of BSE and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.