ClearTax Balanced Growth Plan
+ 23,184 Investors
Start your investment
Monthly
One-Time
₹
No. of years
3
5
10
Estimated Value
(as per historical returns)
₹1.94 Lakhs
ClearTax Balanced Growth Plan
See how ₹1,50,000 grew over last 5 years
5Y return
14.49%
Lower risk but Higher rewards!
Ideal investment choice for realizing Mid-size goals like Car, Vacations etc.
No lock-in period
Redeem the full amount anytime!
Minimum Investment. Maximum Returns
Grow wealth, double your investment within 5 years!
Funds in this plan
FUND
Return
3 Year Average
3 Year Average
Return
5 Year Average
5 Year Average
Hybrid-Balanced Allocation
18.61%
11.36%
Equity-Multi-Cap
23.01%
17.13%
Hybrid-Balanced Allocation
16.52%
14.9%
Equity-Large-Cap
15.94%
14.58%
Plan Summary
Average returns of plans
Period | Returns (per year) |
---|---|
14.85% | |
13.71% | |
1 Year | 22.08% |
5 Years | 14.49% |
3 Years | 18.52% |
This plan invests in
Why should you invest in these funds?
- Mirae fund has beaten the category & benchmark in last 5 year & 10 year period to maximise long term wealth creation.
- Reliance equity has given consistent returns at low risk profile in the last 7 years.
- Being a star-rated fund, DSP has outperformed in the past 5 years & contained losses in falling markets.
Fund Summary
Period | Returns (per year) |
---|---|
12.9% | |
2.65% | |
10 Years | 13.46% |
32.43% | |
11.42% | |
18.19% | |
14.2% | |
-1.48% | |
0.2% | |
1 Year | 30.81% |
3.79% | |
14.41% | |
4.74% | |
13.53% | |
3.16% | |
5 Years | 11.36% |
3 Years | 18.61% |
12.96% |
Fund Details | |
---|---|
ISIN | INF204K01B08 |
Risk | Very High Risk |
Fund Type | Allocation |
NAV | Rs. 102.44 |
AUM | 34351807000 (As on Jan 31, 2018) |
Expense Ratio | 1.17 |
Exit Load | 1% for 365 days (Redemption within 365 days) |
Customer Reviews
Customer Reviews
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IT Developer, Bangalore" I am new to investments and got all the information I need on your website. The suggestions for mutual fund investments and tax savings are great. "
Software Engineer, Indore" Investing through ClearTax is super easy and simple. It is extremely helpful for investors with less finance knowledge. "
Campus Manager, Bangalore
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