HOW THE CATEGORIES SCORED The toppers of the open-ended funds far outperformed the toppers of the closed-end funds. LARGE-CAP -80 -60 -40 -20 0 20 40 60 80 100 2008 -55.02 -53.10 71.58 77.85 10.52 11.76 79.41 80.18 Returns (%) Open-ended Open-ended Closed-end Closed-end 2009 3-Year 1-Year Reliance Regular Savings - Equity Gr UTI Dividend Yield Gr UTI Opportunities Gr Templeton India Growth Gr Baroda Pioneer Growth Gr 25.39 22.08 21.89 21.73 20.85 UTI Wealth Builder Gr Canara Robeco Multicap Gr Tata Capital Builder Gr Birla Sun Life L/T Advantage Gr SBI One India Gr 15.04 14.04 12.31 8.74 2.47 BSE 100 12.18 Scheme names 3-yr returns 2008 2009 3-Year 1-Year MID/SMALL CAP Open-ended Closed-end 2008 2009 3-Year 1-Year IDFC Premier Equity Gr Sundaram BP SMILE Gr Tata Equity P/E Gr ING Dividend Yield Gr Birla Sun Life Dividend Yield Plus Gr 28.30 22.04 21.96 21.38 21.27 Reliance L/T Equity Gr ING C.U.B. Gr Franklin India Smaller Companies Gr HDFC L/T Equity Gr Sundaram BP Select Small Cap Gr 11.47 10.64 9.64 9.32 6.71 CNX Mid Cap 16.50 Scheme names 3-yr returns -80 -40 0 40 80 120 -61.90 -59.69 88.34 93.51 111.62 112.05 6.71 10.88 EQUITY-LINKED SAVING SCHEME Open-ended Closed-end Taurus Tax Shield Gr Religare Tax Plan Gr Sahara Taxgain Gr DSP BlackRock Tax Saver Gr Sundaram BP Taxsaver Gr Fidelity Tax Advantage Gr Franklin India Taxshield Gr 26.15 19.86 19.43 17.55 16.51 16.16 15.93 Tata Tax Advantage 1 IDFC Tax Saver (ELSS) Gr ING OptiMix Retire Reinv Ser I Gr 15.84 10.37 6.23 S&P 500 -4.61 Scheme names 3-yr returns -60 -40 -20 0 20 40 60 80 100 -57.51 -55.06 71.25 82.19 10.81 11.83 75.02 91.62 Source: Morningstar India Returns as on 26 March

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HOW THE CATEGORIES SCOREDThe toppers of the open-ended funds far outperformed the toppers of the closed-end funds.

LARGE-CAP

-80-60-40-20

020406080

100

2008

-55.02 -53.10

71.58 77.85

10.52 11.76

79.41 80.18

Returns (%)

Open-ended

Closed-end

2009 3-Year 1-Year

Reliance Regular Savings - Equity GrUTI Dividend Yield GrUTI Opportunities GrTempleton India Growth GrBaroda Pioneer Growth Gr

25.3922.0821.8921.73

20.85

UTI Wealth Builder GrCanara Robeco Multicap GrTata Capital Builder GrBirla Sun Life L/T Advantage GrSBI One India Gr

15.0414.0412.318.742.47

BSE 100 12.18

Scheme names 3-yr returns

20082009 3-Year 1-Year

MID/SMALL CAP

Open-ended

Closed-end

20082009 3-Year 1-Year

IDFC Premier Equity GrSundaram BP SMILE GrTata Equity P/E GrING Dividend Yield Gr

Birla Sun Life Dividend Yield Plus Gr

28.3022.0421.9621.38

21.27

Reliance L/T Equity GrING C.U.B. GrFranklin India Smaller Companies GrHDFC L/T Equity GrSundaram BP Select Small Cap Gr

11.4710.64

9.649.326.71

CNX Mid Cap 16.50

Scheme names 3-yr returns

-80

-40

120

-61.90 -59.69

88.34 93.51111.62 112.05

6.71 10.88

EQUITY-LINKED SAVING SCHEME

Open-ended

Closed-end

Taurus Tax Shield GrReligare Tax Plan GrSahara Taxgain GrDSP BlackRock Tax Saver GrSundaram BP Taxsaver GrFidelity Tax Advantage GrFranklin India Taxshield Gr

26.1519.8619.4317.5516.5116.1615.93

Tata Tax Advantage 1IDFC Tax Saver (ELSS) GrING OptiMix Retire Reinv Ser I Gr

15.8410.37

6.23

S&P 500 -4.61

Scheme names 3-yr returns

-60

-40

-20

100

-57.51 -55.06

71.25 82.19