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)
1.6 Lakhs

ClearTax Balanced Growth Plan

Balanced
Growth
See how ₹1,50,000 grew over last 5 years
5Y return
14.11%
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

    10.03%

    17.54%

  • DSP Equity Opportunities Fund - Direct Plan - Growth

    Equity-Multi-Cap

    7.35%

    16.27%

  • DSP Equity & Bond Fund - Direct Plan - Growth

    Hybrid-Balanced Allocation

    9.9%

    14.78%

  • NIPPON INDIA EQUITY HYBRID FUND - Direct Plan - Growth

    Hybrid-Balanced Allocation

    -0.94%

    7.85%

    Plan Summary

    Average returns of plans
    PeriodReturns (per year)
    14.43%
    28.12%
    1 Year11.73%
    5 Years14.11%
    3 Years6.58%
    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)
    17.42%
    30.5%
    1 Year16.6%
    5 Years17.54%
    3 Years10.03%
    Fund Details
    ISININF769K01AX2
    RiskModerately High risk
    Fund TypeEquity
    NAVRs. 69.52
    AUM220930217694

    (As on Jan 31, 2018)

    Expense Ratio0.55
    Exit Load1% for 365 days

    (Redemption within 365 days)

    Customer Reviews

    Customer Reviewsstar

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      IT Developer, Bangalore
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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

    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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