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 | 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 | 1.85% | 1.97% |
6 Month | 5.11% | 4.99% |
1 Year | 9.85% | 9.72% |
3 Year | 7.4% | 6.61% |
5 Year | 6.97% | - |
SIP Return Analysis
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
6 Month | 3.04% | 3.21% |
1 Year | 10.19% | 10.22% |
3 Year | 8.42% | 8.05% |
5 Year | 7.13% | - |
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 | 1.341% | 1.743% |
Sharp | -0.046% | -0.548% |
Beta | 1.163% | 1.535% |
Alpha | 0.018% | -0.899% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 100 |
Top Comparisons
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns10.79%
Axis Equity Savings Fund - Regular Plan - Growth
3Y Returns9.45%
HDFC Money Market Fund - Growth Option
3Y Returns7.07%
Baroda BNP Paribas Money Market Fund-Regular Plan - Growth
3Y Returns6.67%
ICICI Prudential All Seasons Bond Fund - Growth
3Y Returns8.06%
BANDHAN Dynamic Bond Fund - Regular Plan B - Growth
3Y Returns7.27%
ITI Balanced Advantage Fund Regular - Growth
3Y Returns10.24%
Invesco India Dynamic Equity Fund - Growth
3Y Returns11.93%