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Balanced Plans

Invest in these portfolios to get the right BALANCE of HIGHER returns from equity and STABLE returns from debt.

WHY INVEST IN Balanced Plans ?

Investors with Moderate risk appetite should invest in these portfolios.



Stay invested for a duration of at least 3 years to maximize your returns from these tailored portfolios

Lock - In

No Lock-in. You can invest anytime and withdraw any time you want.

Tax Impact

Gains are taxed @15% if withdrawn before 1 year. Gains (in excess of ₹1 lakh p.a.) are taxed @10% if withdrawn after 1 year. Gains withdrawn up to ₹1 lakh in a financial year are exempt from income tax


Systematic Investment Plan or SIP enables investors to regularly invest a fixed amount in the best mutual funds. In a mutual fund SIP, a fixed amount is deducted every month from your savings account and invested in the chosen mutual fund. SIP Plans bring the discipline of regular investing and the power of compounding to get you high returns with a lower risk. Through fixed regular investments, SIP lower the impact of market ups and down on investment returns. Mutual Fund SIP plans can be started for as low as ₹500. These SIP plans also provide higher liquidity compared to other investment plans.


SIP in Upwardly Tax Saving Plan gives you double benefits of high returns and tax saving under Section 80C. A SIP plan of ₹12,500 per month in ELSS funds is enough to meet your Section 80C tax savings requirements. For investing in Best ELSS Funds, monthly SIP works out to be better than making lumpsum investment from December to March.

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