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)
1.45 Lakhs

ClearTax Balanced Growth Plan

Balanced
Growth
See how ₹1,50,000 grew over last 5 years
5Y return
5.76%
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

    Equity-Large-Cap

    4.44%

    8.37%

  • DSP Equity Opportunities Fund

    Equity-Multi-Cap

    1.85%

    7.05%

  • HDFC Hybrid Equity Fund

    Equity-Multi-Cap

    1.39%

    6.42%

  • Nippon India Equity Hybrid Fund

    Hybrid-Balanced Allocation

    -6.17%

    1.19%

    Plan Summary

    Average returns of plans
    PeriodReturns (per year)
    -12.28%
    1 Year-4.11%
    5 Years5.76%
    3 Years0.38%
    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)
    -8.51%
    1 Year0.64%
    3 Years4.44%
    5 Years8.37%
    10 Years12.48%
    Fund Details
    ISININF769K01010
    RiskModerately High risk
    Fund TypeEquity
    NAVRs. 50.24
    AUM163807080971

    (As on Jan 31, 2018)

    Expense Ratio1.66
    Exit Load1% for 365 days

    (Redemption within 365 days)

    Customer Reviews

    Customer Reviewsstar

    • " Great investing experience! Contacted the support with queries.. Got immediate response and all my doubts clarified. Will definitely recommend ClearTax to friends "

      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

    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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