No lock-in. Best suited for Monthly SIP
Recommend investing for 5 to 10 Years

Start your investment

Amount to Invest

Min amount: 2500

Mode of Investment

Monthly (SIP)One Time

Rs. 4,000 invested every month becomes Rs. 94.98 Lakhs in 25 years

Aggressive Growth

Returns per yr (5 Year Avg.)20.5%
Doubled money in last3.5 Yrs

Aggressive growth in the last 5 years. Great for long term investment of 5 to 10 years. Best for investing small amounts monthly in SIP

Funds in this plan

Edit Funds

FUND

Return
3 Year Average

Return
5 Year Average

SBI Bluechip Fund
Equity-Large-Cap
10.75%
15.17%
L&T Mid Cap Fund
Equity-Mid-Cap
15.37%
23.05%
ICICI Prudential Value Discovery Fund
Equity-Multi-Cap
9.45%
17.39%
HDFC Small Cap Fund
Equity-Small-Cap
19.06%
19.53%

Start your investment

Amount to Invest

Min amount: 2500

Mode of Investment

Monthly (SIP)One Time

Rs. 4,000 invested every month becomes Rs. 94.98 Lakhs in 25 years

Plan Summary
Fund Summary
Why Cleartax
Recommended Plans
FAQs

Plan Summary

Average returns of plans

Period	Returns (per year)
3 Years	10.2%
5 Years	20.5%

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)
1 Year	-6.41%
3 Years	10.75%
5 Years	15.17%
10 Years	16.82%

Fund Details
ISIN	INF200K01180
Risk	Moderately High risk
Fund Type	Equity
NAV	Rs. 35.54
Expense Ratio	1.94
Exit Load	1% for 365 days (Redemption within 365 days)

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19.5%5Y Return

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Benefits

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18.4%5Y Return

Lowest Lock-In Period of 3 Years
Suggested investing for 5 or more Year

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Invest any amount
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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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Need help?

Risk: Moderately High

What does risk mean?

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