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Performance Summary

Tax Calculator

Performance Summary as on March 31, 2008

 

Scheme 

Performance (1 year)

Annualised
Returns
(Since
Inception)

Inception
Date

Preserver * 

9.27%

6.85%

17-May-04

Protector @ 

9.04%

7.98%

16-Nov-01

Balancer # 

16.41%

16.88%

16-Nov-01

Maximiser $ 

24.77%

30.57%

16-Nov-01

Pension Preserver * 

9.28%

6.71%

17-May-04

 

Pension Protector @ 

9.23%

6.78%

31-May-02

Pension Balancer # 

16.15%

17.36%

31-May-02

Pension Maximiser $ 

24.30%

33.90%

31-May-02

InvestShield Cash @ 

9.41%

6.45%

03-Jan-05

InvestShield Life ^ 

14.19%

13.44%

03-Jan-05

InvestShield Pension ^

14.37%

13.61%

03-Jan-05

New InvestShield #

16.70%

16.50%

21-Aug-06

Benchmark

* CRISIL Liquid Fund Index
@ CRISIL Composite Bond Index
# 65% CRISIL Composite Bond Index + 35% BSE 100
$ BSE 100
^ 75% CRISIL Composite Bond Index + 25% BSE 100