ClearTax Balanced Growth Plan
ClearTax Balanced Growth Plan
Funds in this plan
3 Year Average
5 Year Average
Hybrid-Balanced Allocation
15.14%
11.64%
Hybrid-Balanced Allocation
14.69%
13.01%
Equity-Multi-Cap
19.66%
15.74%
Equity-Large-Cap
11.84%
10.69%
Plan Summary
Average returns of plans
| Period | Returns (per year) |
|---|---|
| 13.88% | |
| -5.9% | |
| 1 Year | -0.59% |
| 5 Years | 12.77% |
| 3 Years | 15.33% |
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) |
|---|---|
| -1.37% | |
| -1.05% | |
| -7.33% | |
| -9.16% | |
| -6.14% | |
| 1 Year | -2.36% |
| 3 Years | 15.14% |
| 5 Years | 11.64% |
| 10 Years | 13.26% |
| 13.13% | |
| -2.25% | |
| -2.22% | |
| 2.15% | |
| 11.65% | |
| 17.04% | |
| 13.36% | |
| 15% | |
| 13.86% |
| Fund Details | |
|---|---|
| ISIN | INF740K01NY4 |
| Risk | High Risk |
| Fund Type | Allocation |
| NAV | Rs. 373.07 |
| AUM | 119281165000 (As on Jan 31, 2018) |
| Expense Ratio | 0.68 |
| Exit Load | 1% for 365 days (Redemption within 365 days) |
Customer Reviews
Customer Reviews
" 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?
- Our experts do all the research and offer only the BEST mutual funds
- Trusted by Over 25 Lakh Indians
- Invest in just 5 minutes
- No paperwork required
- Simple and easy to use
Other Recommended Plans
Best suited for high returns in long-term
Suggest investing for 5 or more Years
- High returns, balanced risk
- Expertly chosen funds
- Invest consistently to grow wealth
No Lock-in. Best suited for monthly SIP
Recommend investing for 5 or more Years
- For every responsible Parent
- Set aside money every month
- Save enough for your Kid's College or Marriage
Frequently Asked Questions
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