Best suited for high returns in long-term
Suggest investing for 5 or more Years

Start your investment

Amount to Invest

Min amount: 3000

Mode of Investment

Monthly (SIP)One Time

Rs. 4,000 invested every month becomes Rs. 75.24 Lakhs in 25 years

Grow Rich

Returns per yr (5 Year Avg.)18.5%
Doubled money in last4 Yrs

Best mutual funds based on historical performance. Ideal to invest for 5 or more years. Best for investing small amounts monthly in SIP

Funds in this plan

Edit Funds

FUND

Return
3 Year Average

Return
5 Year Average

Kotak Standard Multicap Fund
Equity-Large-Cap
9.27%
17.61%
ICICI Prudential Bluechip Fund
Equity-Large-Cap
11.78%
15%
SBI Magnum Multicap Fund
Equity-Multi-Cap
11.5%
19.18%
HDFC Midcap Opportunities Fund
Equity-Mid-Cap
11.69%
22.54%

Start your investment

Amount to Invest

Min amount: 3000

Mode of Investment

Monthly (SIP)One Time

Rs. 4,000 invested every month becomes Rs. 75.24 Lakhs in 25 years

Plan Summary
Fund Summary
Why Cleartax
Recommended Plans
FAQs

Plan Summary

Average returns of plans

Period	Returns (per year)
3 Years	9.4%
5 Years	18.5%

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)
1 Year	-4.92%
3 Years	9.27%
5 Years	17.61%

Fund Details
ISIN	INF174K01336
Risk	Moderately High risk
Fund Type	Equity
NAV	Rs. 30.73
Expense Ratio	2.07
Exit Load	1% for 365 days (Redemption within 365 days)

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Why ClearTax Invest?

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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
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Risk: Moderately High

What does risk mean?

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

High Risk = High possible returns
Low Risk = Stable, relatively lower returns