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

Calculate Returns

Rs. 4,000 invested monthly becomes Rs. 33.71 Lakhs in a period of 20 years

Plan your Child's Future

  • highlight10.73%
  • 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
  • DSP Mid Cap Fund

    Equity-Mid-Cap

    5.57%

    12.22%

  • ICICI Prudential Equity & Debt Fund

    Hybrid-Balanced Allocation

    7.37%

    9.74%

  • Reliance Large Cap Fund

    Equity-Large-Cap

    8.34%

    9.61%

  • L&T India Value Fund

    Equity-Multi-Cap

    6.17%

    11.33%

    Start your investment

    Min amount: 3000

    Calculate Returns

    Rs. 4,000 invested monthly becomes Rs. 33.71 Lakhs in a period of 20 years

    Plan Summarystar

    Average returns of plans
    PeriodReturns (per year)
    5 Years10.73%
    3 Years6.86%
    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 Year-9.05%
    3 Years5.57%
    5 Years12.22%
    10 Years16.44%
    Fund Details
    ISININF740K01128
    RiskModerately High risk
    Fund TypeEquity
    NAVRs. 50.82
    Expense Ratio1.97
    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

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    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