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Invesco India Medium Duration Fund vs SBI Magnum Medium Duration Fund compare
SBI Magnum Medium Duration Fund - Regular Plan - Growth
Invesco India Medium Duration Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Fund | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Invesco India Medium Duration Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High Risk | Moderate |
| Asset Size (Cr) | ₹6552 Cr | ₹228 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Nov 2003 | 17 Jul 2021 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | NIFTY Medium Duration Debt Index B-III |
| Turn Over | 252% | 40% |
| Expense Ratio | 1.22 | 1.15 |
| Manager | Pradeep Kesavan | Krishna Venkat Cheemalapati |
| ISIN Code | INF200K01719 | INF205KA1379 |
| Exits Load | SBI Magnum Medium Duration Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 1 Month | 0.6% | 0.58% |
| 6 Month | 3.69% | 3.34% |
| 1 Year | 7.81% | 7.28% |
| 3 Year | 6.38% | 5.41% |
| 5 Year | 6.63% | - |
SIP Return Analysis
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.69% | 7.15% |
| 3 Year | 7.4% | 6.76% |
| 5 Year | 6.59% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 1 Year | 7.79% | 6.05% |
| 3 Year | 8.34% | 5.01% |
| 5 Year | 7.91% | - |
Risk Management
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 1.342% | 1.743% |
| Sharp | 0.009% | -0.548% |
| Beta | 1.143% | 1.535% |
| Alpha | 0.002% | -0.899% |
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Fund Managers
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Krishna Venkat Cheemalapati |
| Total AUM | ₹434274 Cr | ₹24743 Cr |
| Fund Manage | 43 | 19 |
| SBI Magnum Medium Duration Fund - Regular Plan - Growth | Invesco India Medium Duration Fund - Regular - Growth |
Market Cap
| Scheme Name |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Others | 100 | 24.73 |
| Sovereign | - | 39.42 |
| Financial | - | 13.99 |
| Consumer Staples | - | 1.75 |
| Construction | - | 2.18 |
| Energy | - | 10.09 |
| Communication | - | 5.65 |
| Capital Goods | - | 2.19 |
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