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)
1.87 Lakhs

ClearTax Balanced Growth Plan

Balanced
Growth
See how ₹1,50,000 grew over last 5 years
5Y return
11.46%
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

    18.25%

    13.9%

  • DSP Equity Opportunities Fund - Direct Plan - Growth

    Equity-Multi-Cap

    20.28%

    13.13%

  • DSP Equity & Bond Fund - Direct Plan - Growth

    Hybrid-Balanced Allocation

    16.42%

    12.19%

  • NIPPON INDIA EQUITY HYBRID FUND - Direct Plan - Growth

    Hybrid-Balanced Allocation

    10.95%

    6.6%

    Plan Summary

    Average returns of plans
    PeriodReturns (per year)
    14.69%
    1.2%
    1 Year5.06%
    5 Years11.46%
    3 Years16.48%
    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)
    17.18%
    8.47%
    7.15%
    12.51%
    17.01%
    1.33%
    1.92%
    0.45%
    1 Year7.52%
    12.49%
    -1.46%
    0.9%
    3.45%
    5 Years13.9%
    3 Years18.25%
    16.9%
    Fund Details
    ISININF769K01AX2
    RiskVery High Risk
    Fund TypeEquity
    NAVRs. 86.36
    AUM329133229121

    (As on Jan 31, 2018)

    Expense Ratio0.58
    Exit Load1% for 365 days

    (Redemption within 365 days)

    Customer Reviews

    Customer Reviewsstar

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    • " 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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