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

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. 39.48 Lakhs in a period of 20 years

Balanced Growth

  • highlight11.76%
  • 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

FUND
Return
3 Year Average
Return
5 Year Average
  • HDFC Hybrid Equity Fund

    Equity-Multi-Cap

    10.26%

    12.02%

  • Mirae Asset Large Cap Fund

    Equity-Large-Cap

    14.4%

    13.82%

  • Reliance Equity Hybrid Fund

    Hybrid-Balanced Allocation

    8.19%

    9.56%

  • DSP Equity Opportunities Fund

    Equity-Multi-Cap

    9.25%

    11.64%

    Start your investment

    Min amount: 2500

    Calculate Returns

    Rs. 4,000 invested monthly becomes Rs. 39.48 Lakhs in a period of 20 years

    Plan Summarystar

    Average returns of plans
    PeriodReturns (per year)
    5 Years11.76%
    3 Years10.53%
    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 Year6.38%
    3 Years10.26%
    5 Years12.02%
    10 Years16.19%
    Fund Details
    ISININF179K01AS4
    RiskModerately High risk
    Fund TypeAllocation
    NAVRs. 54.28
    Expense Ratio1.77
    Exit Load1% for 365 days

    (Redemption within 365 days)

    Need help?

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    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
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    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