Mutual Funds Investment India - Save Taxes & Grow Wealth Online - ClearTax Invest

No lock-in. Best suited for Monthly SIP
Recommend investing for 5 or more Years

Start your investment

Min amount: 2500

Calculate Returns

Rs. 4,000 invested monthly becomes Rs. 26.98 Lakhs in a period of 20 years

Balanced Growth

  • highlight9.02%
  • highlight4.2 Yrs

Top performing funds in the last 10 years. Ideal to invest for 5 years. Best for investing small amounts monthly in SIP

Funds in this planstar

3 Year Average
5 Year Average
  • Mirae Asset Large Cap Fund




  • HDFC Hybrid Equity Fund




  • Reliance Equity Hybrid Fund

    Hybrid-Balanced Allocation



  • DSP Equity Opportunities Fund




    Start your investment

    Min amount: 2500

    Calculate Returns

    Rs. 4,000 invested monthly becomes Rs. 26.98 Lakhs in a period of 20 years

    Plan Summarystar

    Average returns of plans
    PeriodReturns (per year)
    5 Years9.02%
    3 Years7.47%
    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 Blackrock has outperformed in the past 5 years & contained losses in falling markets.

    Fund Summarystar

    PeriodReturns (per year)
    1 Year0.07%
    3 Years10.63%
    5 Years10.81%
    10 Years15.18%
    Fund Details
    RiskModerately High risk
    Fund TypeEquity
    NAVRs. 49.56
    Expense Ratio1.75
    Exit Load1% for 365 days

    (Redemption within 365 days)

    Need help?

    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

    Invest Now in 3 Easy Stepsstar

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    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

    Frequently Asked Questions

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    Need help?
    Moderate to High

    All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

    • High Risk = High possible returns
    • Low Risk = Stable, relatively lower returns