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: 2500

6.16 Lakhs
21.14 Lakhs
64.86 Lakhs

Balanced Growth

  • highlight17.2%
  • highlight4.2 Yrs

Top performing funds in the last 10 years. Ideal to invest for 5 years. Best for investing small amounts monthly in SIP

Funds in this planstar

FUND
Return
3 Year Average
Return
5 Year Average
  • Reliance Equity Hybrid Fund

    Hybrid-Balanced Allocation

    7.38%

    15.39%

  • Mirae Asset India Equity Fund

    Equity-Large-Cap

    10.96%

    18.74%

  • DSP Equity Opportunities Fund

    Equity-Multi-Cap

    11.78%

    17.19%

  • HDFC Hybrid Equity Fund

    Equity-Multi-Cap

    10.52%

    17.02%

    Start your investment

    Min amount: 2500

    6.16 Lakhs
    21.14 Lakhs
    64.86 Lakhs

    Plan Summarystar

    Average returns of plans
    PeriodReturns (per year)
    3 Years9.3%
    5 Years17.2%
    This plan invests in
    Why should you invest in these funds?
    • check Mirae fund has beaten the category & benchmark in last 5 year & 10 year period to maximise long term wealth creation.
    • checkReliance equity has given consistent returns at low risk profile in the last 7 years.
    • checkBeing a star-rated fund, DSP Blackrock has outperformed in the past 5 years & contained losses in falling markets.

    Fund Summarystar

    PeriodReturns (per year)
    1 Year-5.34%
    3 Years7.38%
    5 Years15.39%
    10 Years17.6%
    Fund Details
    ISININF204K01FW1
    RiskModerately High risk
    Fund TypeAllocation
    NAVRs. 50.63
    Expense Ratio2.12
    Exit Load1% for 365 days

    (Redemption within 365 days)

    Need help?

    Customer Reviewsstar

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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