Mutual Funds Investment India - Save Taxes & Grow Wealth Online

ClearTax Aggressive Grow Wealth Plan

Equity

Growth

+ 26,981 Investors

Start your investment

Monthly

One-Time

₹

No. of years

Estimated Value

(as per historical returns)

₹1.85 Lakhs

ClearTax Aggressive Grow Wealth Plan

Equity

Growth

See how ₹1,50,000 grew over last 5 years

5Y return

15.17%

Smart, Reliable, and Rewarding Plan

Double your invested money in almost 5 years with our exclusive aggressive Grow Wealth Plan

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

Edit Funds

FUND

Return
3 Year Average

Return
5 Year Average

HSBC Midcap Fund - Direct Growth
Equity-Mid-Cap
25.26%
19.01%
Kotak Small Cap Fund - Direct Plan - Growth
Equity-Small-Cap
13.2%
13.64%
ICICI Prudential Value Discovery Fund - Direct Plan - Growth
Equity-Multi-Cap
14.13%
16.57%
SBI Blue Chip Fund - Direct Plan - Growth
Equity-Large-Cap
9.88%
11.46%

Plan Summary

Average returns of plans

Period	Returns (per year)
	17.63%
	6.84%
1 Year	3.42%
5 Years	15.17%
3 Years	15.62%

This plan invests in

Large Cap Equity: 38.17%
Mid Cap Equity: 41.09%
Small Cap Equity: 11.83%
Debt & Others: 8.9%

Why should you invest in these funds?

SBI Bluechip is a well-diversified & consistent performing fund with a check on the downside risk.
ICICI Pru has delivered higher returns in last 10 years at reasonably lower expenses.
Both HDFC Small Cap & L&T have beaten the benchmark while keeping a lower risk profile.

Fund Summary

Period	Returns (per year)
	20.08%
	-2.43%
10 Years	17.85%
	17.72%
	20.53%
	27.77%
	18.25%
	-1.05%
	-0.56%
1 Year	16.05%
	6.82%
	15.18%
	26.99%
	18.59%
	8.64%
5 Years	19.01%
3 Years	25.26%
	20.43%

Fund Details
ISIN	INF917K01FZ1
Risk	Very High Risk
Fund Type	Equity
NAV	Rs. 512.12
AUM	153519080000 (As on Jan 31, 2018)
Expense Ratio	0.55
Exit Load	1% for 365 days (Redemption within 365 days)

Customer Reviews

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HarishIT Developer, Bangalore
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PrateekSoftware Engineer, Indore
" Investing through ClearTax is super easy and simple. It is extremely helpful for investors with less finance knowledge. "
RahulCampus Manager, Bangalore

Why Cleartax Invest?

Our experts do all the research and offer only the BEST mutual funds
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12.03%5Y Return

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Benefits

High returns, balanced risk
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Funds in the basket

Plan your Child's Future

15.6%5Y Return

No Lock-in. Best suited for monthly SIP
Recommend investing for 5 or more Years

Benefits

For every responsible Parent
Set aside money every month
Save enough for your Kid's College or Marriage

Funds in the basket

Frequently Asked Questions

What are equity funds?
Equity funds are schemes which concentrate their investments in shares of companies of different market capitalization
What is recommended investment duration?
It is the suggested period for which one should invest in a mutual fund. It does not mean that the money will be locked-in for that period. While the investor can withdraw the money anytime before, it is advisable to stay invested for the suggested period to reap the best benefits (returns).
What are large cap, mid cap, small cap and multi cap equity funds?
SEBI ranks all listed companies based on the overall market capitalization (total value of outstanding shares). Equity funds are schemes which concentrate their investments in shares of companies of different market capitalization. Large-cap funds invest in top 100 companies Mid-cap funds invest in companies ranking from 101 to 250 Small-cap funds invest in companies ranking from 251st onwards Multi-cap funds invest in small cap, mid cap and large cap companies
What are liquid funds?
Liquid funds is a type of mutual funds which have a very short maturity period, not more than 91 days. The shorter maturity period, makes it almost a risk-free investment. Investing in mutual funds will give you higher returns as compared to a savings account which generally offer interests below 4%. At the same time, you can get your money out of liquid funds any time without any penalty or cost.
What are ELSS funds?
ELSS funds are tax saving mutual funds, in which majority of the funds are invested in equity schemes. ELSS has a lock-in period of 3 years. ELSS has benefits over other conventional tax saving instruments like FDs, NPS, etc. It has the lowest lock in period and the returns are higher than the other tax-saving schemes.
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