Invesco India Medium Duration Fund vs SBI Magnum Medium Duration Fund compare
SBI Magnum Medium Duration Fund - Regular Plan - Growth
Invest NowInvesco India Medium Duration Fund - Regular - Growth
Invest NowChart Comparison
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 |
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
1 Month | 0.79% | 0.81% |
6 Month | 4% | 3.87% |
1 Year | 7.59% | 7.51% |
3 Year | 5.76% | 4.74% |
5 Year | 7.05% | - |
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
6 Month | - | - |
1 Year | 3.3% | 3.33% |
3 Year | 9.72% | 8.45% |
5 Year | 16.65% | 8.45% |
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
1 Year | 6.1% | 4.16% |
3 Year | 13.58% | 8.73% |
5 Year | 17.16% | 8.73% |
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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Get Free Experts GuidanceScheme 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 |
Scheme Name |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
Others | 100 | 100 |
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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