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

Start your investment

Amount to Invest

Min amount: 3000

Mode of Investment

Monthly (SIP)One Time

Calculate Returns

Amount

Time(Years)

Rs. 4,000 invested monthly becomes Rs. 84.48 Lakhs in a period of 25 years

Plan your Child's Future

Returns per yr (5 Year Avg.)19.5%
Doubled money in last3.7 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 plan

Edit Funds

FUND

Return
3 Year Average

Return
5 Year Average

Reliance Large Cap Fund
Equity-Large-Cap
17.4%
17.32%
DSP Mid Cap Fund
Equity-Mid-Cap
16.69%
21.34%
ICICI Prudential Equity & Debt Fund
Hybrid-Balanced Allocation
13.91%
15.03%
L&T India Value Fund
Equity-Multi-Cap
14.44%
20.95%

Start your investment

Amount to Invest

Min amount: 3000

Mode of Investment

Monthly (SIP)One Time

Calculate Returns

Amount

Time(Years)

Rs. 4,000 invested monthly becomes Rs. 84.48 Lakhs in a period of 25 years

Plan Summary
Fund Summary
Why Cleartax
Recommended Plans
FAQs

Plan Summary

Average returns of plans

Period	Returns (per year)
3 Years	9.3%
5 Years	19.5%

This plan invests in

Large Cap Equity: 48.91%
Mid Cap Equity: 36.21%
Small Cap Equity: 1.99%
Debt & Others: 12.89%

Why should you invest in these funds?

Being a quality-oriented fund, Reliance large cap has been ahead of the benchmark & peer funds across 5 year period.
Aiming at long-term wealth creation, DSP Blackrock has beaten the benchmark across 5 year & 10 year period.
ICICI Prudential has maintained good track record along with well-diversified portfolio.

Fund Summary

Period	Returns (per year)
1 Year	12.82%
3 Years	17.4%
5 Years	17.32%
10 Years	18.48%

Fund Details
ISIN	INF204K01562
Risk	Moderately High risk
Fund Type	Equity
NAV	Rs. 35.03
Expense Ratio	2.22
Exit Load	1% for 365 days (Redemption within 365 days)

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2Enter Personal Details
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Why ClearTax Invest?

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Grow Rich

18.5%5Y Return

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Suggest investing for 5 or more Years

Benefits

High returns, balanced risk
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Funds in the basket

Aggressive Growth

20.5%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

Save Taxes

18.4%5Y Return

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

Benefits

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

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 large cap, mid cap, small cap and multi cap equity funds?
SEBI ranks all listed companies based on the overall market capitalization (total value of outstanding shares). Equity funds are schemes which concentrate their investments in shares of companies of different market capitalization. Large-cap funds invest in top 100 companies Mid-cap funds invest in companies ranking from 101 to 250 Small-cap funds invest in companies ranking from 251st onwards Multi-cap funds invest in small cap, mid cap and large cap companies
What are liquid funds?
Liquid funds is a type of mutual funds which have a very short maturity period, not more than 91 days. The shorter maturity period, makes it almost a risk-free investment. Investing in mutual funds will give you higher returns as compared to a savings account which generally offer interests below 4%. At the same time, you can get your money out of liquid funds any time without any penalty or cost.
What are ELSS funds?
ELSS funds are tax saving mutual funds, in which majority of the funds are invested in equity schemes. ELSS has a lock-in period of 3 years. ELSS has benefits over other conventional tax saving instruments like FDs, NPS, etc. It has the lowest lock in period and the returns are higher than the other tax-saving schemes.
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Need help?

Risk: Moderate to 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