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

No Lock-in. Best suited for monthly SIP
Recommend investing for 5 or more Years

Start your investment

Min amount: 3000

Calculate Returns

Rs. 4,000 invested monthly becomes Rs. 1.17 Crore in a period of 20 years

Plan your Child's Future

  • highlight19.5%
  • highlight3.7 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 planstar

3 Year Average
5 Year Average
  • Reliance Large Cap Fund




  • L&T India Value Fund




  • ICICI Prudential Equity & Debt Fund

    Hybrid-Balanced Allocation



  • DSP Mid Cap Fund




    Start your investment

    Min amount: 3000

    Calculate Returns

    Rs. 4,000 invested monthly becomes Rs. 1.17 Crore in a period of 20 years

    Plan Summarystar

    Average returns of plans
    PeriodReturns (per year)
    3 Years9.3%
    5 Years19.5%
    This plan invests in
    Why should you invest in these funds?
    • checkBeing a quality-oriented fund, Reliance large cap has been ahead of the benchmark & peer funds across 5 year period.
    • checkAiming at long-term wealth creation, DSP Blackrock has beaten the benchmark across 5 year & 10 year period.
    • checkICICI Prudential has maintained good track record along with well-diversified portfolio.

    Fund Summarystar

    PeriodReturns (per year)
    1 Year6.93%
    3 Years15.32%
    5 Years14.25%
    10 Years15.32%
    Fund Details
    RiskModerately High risk
    Fund TypeEquity
    NAVRs. 35.42
    Expense Ratio2.05
    Exit Load1% for 365 days

    (Redemption within 365 days)

    Need help?

    Customer Reviewsstar

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    • " Investing through ClearTax is super easy and simple. It is extremely helpful for investors with less finance knowledge. "

      Campus Manager, Bangalore

    Invest Now in 3 Easy Stepsstar

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    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

    Frequently Asked Questions

    • Read More
    Need help?
    Moderate to High

    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