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)
₹1.87 Lakhs
ClearTax Balanced Growth Plan
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
3 Year Average
Return
5 Year Average
5 Year Average
Equity-Large-Cap
18.25%
13.9%
Equity-Multi-Cap
20.28%
13.13%
Hybrid-Balanced Allocation
16.42%
12.19%
Hybrid-Balanced Allocation
10.95%
6.6%
Plan Summary
Average returns of plans
Period | Returns (per year) |
---|---|
14.69% | |
1.2% | |
1 Year | 5.06% |
5 Years | 11.46% |
3 Years | 16.48% |
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) |
---|---|
17.18% | |
8.47% | |
7.15% | |
12.51% | |
17.01% | |
1.33% | |
1.92% | |
0.45% | |
1 Year | 7.52% |
12.49% | |
-1.46% | |
0.9% | |
3.45% | |
5 Years | 13.9% |
3 Years | 18.25% |
16.9% |
Fund Details | |
---|---|
ISIN | INF769K01AX2 |
Risk | Very High Risk |
Fund Type | Equity |
NAV | Rs. 86.36 |
AUM | 329133229121 (As on Jan 31, 2018) |
Expense Ratio | 0.58 |
Exit Load | 1% for 365 days (Redemption within 365 days) |
Customer Reviews
Customer Reviews
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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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