Invesco India Medium Duration Fund vs SBI Magnum Medium Duration Fund compare

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tortoise-icon SBI Magnum Medium Duration Fund - Regular Plan - Growth

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tortoise-icon Invesco India Medium Duration Fund - Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Moderate
Asset Size (Cr) ₹5990 Cr ₹239 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 1.21 1.3
Manager Pradeep Kesavan Krishna Venkat Cheemalapati
ISIN Code INF200K01719 INF205KA1379
Exits Load For units in excess of 8% of the investment, 1.50% will be charged for redemption within 12 months/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth Invesco India Medium Duration Fund - Regular - Growth
1 Month 0.51% 0.37%
6 Month 4.23% 4.01%
1 Year 8.05% 8.02%
3 Year 5.98% 5.02%
5 Year 6.94% -

SIP Return Analysis

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth Invesco India Medium Duration Fund - Regular - Growth
6 Month - -
1 Year 8.21% 7.97%
3 Year 7.22% 6.54%
5 Year 6.58% -

Rolling Lumpsum Returns

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth Invesco India Medium Duration Fund - Regular - Growth
1 Year 7.72% 5.98%
3 Year 8.38% 4.77%
5 Year 7.95% -

Risk Management

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth Invesco India Medium Duration Fund - Regular - Growth
Standard Deviation 1.34% 2.1%
Sharp 0.03% -
Beta 0.67% -
Alpha 0.08% -

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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 13.25 24.73
Sovereign 24.89 39.42
Financial 30.28 13.99
Capital Goods 6.79 2.19
Consumer Staples 0.16 1.75
Communication 3.68 5.65
Metals & Mining 3.83 -
Construction 11.39 2.18
Energy 5.73 10.09

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