ClearTax Aggressive Grow Wealth Plan
ClearTax Aggressive Grow Wealth Plan
Funds in this plan
3 Year Average
5 Year Average
Equity-Small-Cap
15.08%
19.71%
Equity-Large-Cap
15.71%
15.68%
Equity-Mid-Cap
26.12%
21.69%
Equity-Multi-Cap
21.25%
23.14%
Plan Summary
Average returns of plans
| Period | Returns (per year) |
|---|---|
| 17.9% | |
| -0.38% | |
| 1 Year | 8.72% |
| 5 Years | 20.06% |
| 3 Years | 19.54% |
This plan invests in
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) |
|---|---|
| 18.35% | |
| -5.98% | |
| 10 Years | 18.24% |
| -8.05% | |
| 22.13% | |
| 16.8% | |
| -11.2% | |
| -0.3% | |
| -0.4% | |
| 1 Year | -4.38% |
| -11.25% | |
| -5.87% | |
| -1.36% | |
| 18.22% | |
| -4.11% | |
| 5 Years | 19.71% |
| 3 Years | 15.08% |
| 19.09% |
| Fund Details | |
|---|---|
| ISIN | INF174K01KT2 |
| Risk | Very High Risk |
| Fund Type | Equity |
| NAV | Rs. 275.28 |
| AUM | 172576375000 (As on Jan 31, 2018) |
| Expense Ratio | 0.55 |
| 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
Why Cleartax Invest?
- Our experts do all the research and offer only the BEST mutual funds
- Trusted by Over 25 Lakh Indians
- Invest in just 5 minutes
- No paperwork required
- Simple and easy to use
Other Recommended Plans
Best suited for high returns in long-term
Suggest investing for 5 or more Years
- High returns, balanced risk
- Expertly chosen funds
- Invest consistently to grow wealth
No Lock-in. Best suited for monthly SIP
Recommend investing for 5 or more Years
- For every responsible Parent
- Set aside money every month
- Save enough for your Kid's College or Marriage
Frequently Asked Questions
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