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

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

Start your investment

Min amount: 3000

6.59 Lakhs
24.64 Lakhs
84.48 Lakhs

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

FUND
Return
3 Year Average
Return
5 Year Average
  • Reliance Large Cap Fund

    Equity-Large-Cap

    11.96%

    17.96%

  • DSP Mid Cap Fund

    Equity-Mid-Cap

    11.55%

    21.68%

  • ICICI Prudential Equity & Debt Fund

    Hybrid-Balanced Allocation

    9.78%

    16.05%

  • L&T India Value Fund

    Equity-Multi-Cap

    8.54%

    21.59%

    Start your investment

    Min amount: 3000

    6.59 Lakhs
    24.64 Lakhs
    84.48 Lakhs

    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 Year2.53%
    3 Years11.96%
    5 Years17.96%
    10 Years18.33%
    Fund Details
    ISININF204K01562
    RiskModerately High risk
    Fund TypeEquity
    NAVRs. 32.85
    Expense Ratio2.26
    Exit Load1% for 365 days

    (Redemption within 365 days)

    Need help?

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      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