Invesco India Midcap Fund vs SBI Magnum Midcap Fund compare
SBI Magnum Midcap Fund - Regular Plan - Growth
Invesco India Midcap Fund - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
Fund | SBI Magnum Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹21177 Cr | ₹5645 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 29 Mar 2005 | 19 Apr 2007 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
Turn Over | 10% | 70% |
Expense Ratio | 1.67 | 1.8 |
Manager | Pradeep Kesavan | Aditya Khemani |
ISIN Code | INF200K01560 | INF205K01BC9 |
Exits Load | SBI Magnum Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Month | 1.82% | 3.51% |
6 Month | -6.56% | -4.89% |
1 Year | 9.45% | 21.14% |
3 Year | 16.95% | 22.35% |
5 Year | 32.25% | 30.61% |
SIP Return Analysis
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
6 Month | -0.73% | -2.43% |
1 Year | -5.39% | -3.03% |
3 Year | 16.24% | 24.23% |
5 Year | 21% | 23.75% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Year | 16.74% | 14.1% |
3 Year | 15.93% | 18.13% |
5 Year | 16.06% | 18.76% |
Risk Management
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
Standard Deviation | 11.63% | 13.27% |
Sharp | 0.68% | 0.8% |
Beta | 0.78% | 0.93% |
Alpha | -0.5% | 1.49% |
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Fund Managers
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Aditya Khemani |
Total AUM | ₹434274 Cr | ₹12070 Cr |
Funds Managed | 43 | 3 |
SBI Magnum Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
Market Cap
Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 8.45 | 2.1 |
Mid Cap | 66.19 | 64.75 |
Small Cap | 17.47 | 20.07 |
Large Cap | 7.89 | 13.09 |
Sector Allocation
Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 8.45 | 0.35 |
Financial Services | 20.17 | 23.61 |
Basic Materials | 10.46 | 9.73 |
Technology | 3.88 | 10.12 |
Healthcare | 13.48 | 18.02 |
Consumer Cyclical | 19.9 | 19.8 |
Real Estate | 3.23 | 7.12 |
Energy | 1.14 | - |
Industrials | 11.71 | 9.48 |
Communication Services | 1.67 | 1.75 |
Consumer Defensive | 2.85 | - |
Utilities | 3.06 | - |
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