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

ClearTax Balanced Growth Plan

Balanced
Growth
useruseruser
+ 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

Balanced
Growth
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
Return
5 Year Average
  • Mirae Asset Large Cap Fund - Direct Plan - Growth

    Equity-Large-Cap

    15.17%

    14.85%

  • DSP Equity Opportunities Fund - Direct Plan - Growth

    Equity-Multi-Cap

    23.01%

    17.13%

  • NIPPON INDIA EQUITY HYBRID FUND - Direct Plan - Growth

    Hybrid-Balanced Allocation

    18.25%

    11.59%

  • DSP Equity & Bond Fund - Direct Plan - Growth

    Hybrid-Balanced Allocation

    16.52%

    14.9%

    Plan Summary

    Average returns of plans
    PeriodReturns (per year)
    14.85%
    13.13%
    1 Year23.99%
    5 Years14.62%
    3 Years18.24%
    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)
    16.69%
    -0.27%
    10 Years17.05%
    25.54%
    16.17%
    14.72%
    9.45%
    1.39%
    0.45%
    1 Year28.64%
    1.29%
    10.91%
    6.87%
    17.63%
    0.81%
    5 Years14.85%
    3 Years15.17%
    16.77%
    Fund Details
    ISININF769K01AX2
    RiskVery High Risk
    Fund TypeEquity
    NAVRs. 107.34
    AUM376764283565

    (As on Jan 31, 2018)

    Expense Ratio0.54
    Exit Load1% for 365 days

    (Redemption within 365 days)

    Customer Reviews

    Customer Reviewsstar

    • " 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

    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

    Other Recommended Plans

    Frequently Asked Questions

    • Read More