Mutual Funds Performance summary for the past three Years

March 06, 2008

Mutual Funds Performance summary

Average Annualised Returns of Mutual Funds (%)		(As on 28-FEBRUARY-2008)

Categories	No. of Funds	1 Year	2 Year	3 Years
Liquid Funds
- Regular Plans	34	7.67	7.21	6.66
- Institutional Plans	20	8.05	7.46	6.77
- Super Institutional Plans	15	8.25	7.68	7.01
Liquid Plus Funds
- Regular / Institutional	42	8.60	6.55	5.81
Floating Rate Funds
- Long Term - Regular Plans	11	5.02	5.32	4.98
- Long Term - Institutional Plans	7	7.27	15.71	11.95
- Short Term - Regular Plans	20	8.62	7.59	6.85
- Short Term - Institutional Plans	11	8.53	7.84	7.13
Short Term Debt Funds
- Regular Plans	23	10.77	8.47	7.32
- Institutional Plans	9	8.40	7.70	6.98
Medium Term Debt Funds	3	4.17	4.94	4.77
Long Term Debt Funds
- Regular Plans	31	11.72	8.11	6.43
- Institutional Plans	5	9.75	8.59	7.43
- Derivative and Arbitrage Fund	16	9.22	N.A	N.A
Long Term Gilt Funds
- Regular Plans	32	7.89	6.37	5.99
- PF Plans	12	10.01	7.41	6.09
Short Term Gilt Funds	13	6.68	5.82	5.59
Dynamic/ Flexi Debt Funds	6	1.93	2.91	2.94
Monthly Income Funds
< = 20% Equity Exposure	23	12.70	10.34	10.03
> = 20% Equity Exposure	9	6.06	8.45	11.14
Equity Index Funds #
- S&P CNX Nifty Funds	13	31.09	29.83	N.A
- BSE Sensex Funds	8	32.01	32.02	38.95
Equity Funds #
- Pure Large Cap Equity Funds	40	35.66	27.73	N.A
- Pure Mid Cap Equity Funds	20	33.93	26.04	32.21
- Blend/Dynamic/Opport/Flexi Cap Equity Funds	26	43.91	32.04	41.74

- Value Style Equity Funds	16	43.12	31.94	34.82
- Global Equity Funds	10	N.A	N.A	N.A
- Theme Based Equity Funds	25	16.54	23.19	N.A
- Infrastructure Funds	13	N.A	N.A	N.A
- IT Sector Funds	7	-15.43	17.98	30.36
- FMCG Sector Funds	4	14.49	-2.10	14.67
- Pharma Sector Funds	5	-6.01	-4.10	15.55
- Other Sector Funds	9	-15.25	-6.79	N.A
- Equity Linked Tax Saving (ELSS)	29	28.65	19.49	28.51
Balanced Funds #	22	19.03	16.84	17.09
Fund of Funds #	26	9.90	N.A	N.A