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HOW THE CATEGORIES SCORED The toppers of the open-ended funds far outperformed the toppers of the closed-end funds. Returns (%)

LARGE-CAP 100 80 60 40 20 0 -20 -40 -60 -80

Closed-end

71.58

Open-ended

79.41 80.18

77.85 10.52 11.76

2008

2009

3-Year

1-Year

-55.02 -53.10

Scheme names

3-yr returns

Open-ended 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

Closed-end 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

MID/SMALL CAP 120 80 40

6.71

2008

0 -40

111.62 112.05

88.34 93.51 2009

10.88 3-Year

1-Year

-61.90 -59.69

-80

Scheme names

3-yr returns

Open-ended 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

Closed-end 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

EQUITY-LINKED SAVING SCHEME 100 80 60

71.25

40 20

2008

0 -20 -40 -60

75.02

82.19 10.81 2009

91.62

11.83

3-Year

1-Year

-57.51 -55.06

Scheme names

3-yr returns

Open-ended 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

Closed-end Tata Tax Advantage 1 IDFC Tax Saver (ELSS) Gr ING OptiMix Retire Reinv Ser I Gr S&P 500 Returns as on 26 March

15.84 10.37 6.23 -4.61 Source: Morningstar India


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