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Sundaram India Leadership – Institutional (Growth) scheme has outperformed its peers in the equity-diversified category over a three-month horizon. The fund gave a 10.83% return over a three-month period, while the others struggled to go beyond 2.5%.
 
Launched on April 15, 2008, the scheme has out-performed both the BSE benchmark index and S&P CNX Nifty. While the scheme gave a return of 10.83%, the Sensex in the last three months shed 0.82% while the Nifty too has seen a negative return of 0.85%.
 
INVESTMENTS

Among various asset types, the scheme invested 89.34% of its corpus in equities while the balance 10.6% corpus had been stocked in Cash/Bank Balance and Bank Deposits. Within equities, across the various sectors, around 8% has been invested in computers and software.

Some of the top holdings include Reliance Industries, Bharti Airtel, ICICI Bank and Hindustan Unilever, accounting for investments of nearly 5% each.  However, the scheme has seen negative returns of nearly 8% as compared to the Sensex's fall of 5% on a monthly basis.  The scheme's Net Asset Value (NAV) is at 36.84 as compared to its peer, ICICI- Pru Indo Asia Equity Fund, whose NAV stands at 9.76.



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