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)
₹1.93 Lakhs
ClearTax Balanced Growth Plan
See how ₹1,50,000 grew over last 5 years
5Y return
14.62%
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
15.17%
14.85%
Equity-Multi-Cap
23.01%
17.13%
Hybrid-Balanced Allocation
16.52%
14.9%
Hybrid-Balanced Allocation
18.25%
11.59%
Plan Summary
Average returns of plans
Period | Returns (per year) |
---|---|
14.85% | |
13.13% | |
1 Year | 23.99% |
5 Years | 14.62% |
3 Years | 18.24% |
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) |
---|---|
16.69% | |
-0.27% | |
10 Years | 17.05% |
25.54% | |
16.17% | |
14.72% | |
9.45% | |
1.39% | |
0.45% | |
1 Year | 28.64% |
1.29% | |
10.91% | |
6.87% | |
17.63% | |
0.81% | |
5 Years | 14.85% |
3 Years | 15.17% |
16.77% |
Fund Details | |
---|---|
ISIN | INF769K01AX2 |
Risk | Very High Risk |
Fund Type | Equity |
NAV | Rs. 107.34 |
AUM | 376764283565 (As on Jan 31, 2018) |
Expense Ratio | 0.54 |
Exit Load | 1% for 365 days (Redemption within 365 days) |
Customer Reviews
Customer Reviews
" Great investing experience! Contacted the support with queries.. Got immediate response and all my doubts clarified. Will definitely recommend ClearTax to friends "
IT Developer, Bangalore" I am new to investments and got all the information I need on your website. The suggestions for mutual fund investments and tax savings are great. "
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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