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

ClearTax Balanced Growth Plan

Balanced
Growth
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+ 23,184 Investors
Start your investment
Monthly
One-Time
No. of years
3
5
10
Estimated Value
(as per historical returns)
1.8 Lakhs

ClearTax Balanced Growth Plan

Balanced
Growth
See how ₹1,50,000 grew over last 5 years
5Y return
10.68%
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
Return
5 Year Average
  • Mirae Asset Large Cap Fund - Direct Plan - Growth

    Equity-Large-Cap

    16.04%

    12.88%

  • NIPPON INDIA EQUITY HYBRID FUND - Direct Plan - Growth

    Hybrid-Balanced Allocation

    9.18%

    5.99%

  • DSP Equity Opportunities Fund - Direct Plan - Growth

    Equity-Multi-Cap

    17.6%

    12.42%

  • DSP Equity & Bond Fund - Direct Plan - Growth

    Hybrid-Balanced Allocation

    14.02%

    11.41%

    Plan Summary

    Average returns of plans
    PeriodReturns (per year)
    14.32%
    1.3%
    1 Year-1.15%
    5 Years10.68%
    3 Years14.21%
    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 has outperformed in the past 5 years & contained losses in falling markets.

    Fund Summary

    PeriodReturns (per year)
    16.66%
    -2.29%
    3.3%
    13.26%
    18.3%
    0.04%
    -0.75%
    1.66%
    1 Year-1.92%
    8.82%
    6%
    6.55%
    11.37%
    5 Years12.88%
    3 Years16.04%
    17.1%
    Fund Details
    ISININF769K01AX2
    RiskVery High Risk
    Fund TypeEquity
    NAVRs. 84.47
    AUM337465676546

    (As on Jan 31, 2018)

    Expense Ratio0.49
    Exit Load1% for 365 days

    (Redemption within 365 days)

    Customer Reviews

    Customer Reviewsstar

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      Campus Manager, Bangalore

    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

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