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

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

Start your investment

Min amount: 2500

Calculate Returns

Rs. 4,000 invested monthly becomes Rs. 46.07 Lakhs in a period of 20 years

Aggressive Growth

  • highlight13.04%
  • highlight3.5 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 planstar

FUND
Return
3 Year Average
Return
5 Year Average
  • HDFC Small Cap Fund

    Equity-Small-Cap

    12.59%

    14.58%

  • SBI Bluechip Fund

    Equity-Large-Cap

    8.69%

    12.3%

  • L&T Mid Cap Fund

    Equity-Mid-Cap

    10.4%

    15.13%

  • ICICI Prudential Value Discovery Fund

    Equity-Multi-Cap

    5.32%

    10.13%

    Start your investment

    Min amount: 2500

    Calculate Returns

    Rs. 4,000 invested monthly becomes Rs. 46.07 Lakhs in a period of 20 years

    Plan Summarystar

    Average returns of plans
    PeriodReturns (per year)
    5 Years13.04%
    3 Years9.25%
    This plan invests in
    Why should you invest in these funds?
    • checkSBI Bluechip is a well-diversified & consistent performing fund with a check on the downside risk.
    • checkICICI Pru has delivered higher returns in last 10 years at reasonably lower expenses.
    • checkBoth HDFC Small Cap & L&T have beaten the benchmark while keeping a lower risk profile.

    Fund Summarystar

    PeriodReturns (per year)
    1 Year-5.66%
    3 Years12.59%
    5 Years14.58%
    10 Years15.74%
    Fund Details
    ISININF179KA1RZ8
    RiskModerately High risk
    Fund TypeEquity
    NAVRs. 41.08
    Expense Ratio1.94
    Exit Load1% for 365 days

    (Redemption within 365 days)

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    Customer Reviewsstar

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      Campus Manager, Bangalore

    Invest Now in 3 Easy Stepsstar

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    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
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    • checkSimple and easy to use

    Frequently Asked Questions

    • Read More
    Need help?
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    Moderately High

    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