SBI Magnum Medium Duration Fund vs Invesco India 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 0.79% 0.81%
6 Month 4% 3.87%
1 Year 7.59% 7.51%
3 Year 5.76% 4.74%
5 Year 7.05% -

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

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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