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) ₹6689 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 0.79% 0.7%
6 Month 4.21% 3.89%
1 Year 8.14% 7.87%
3 Year 6.12% 5.05%
5 Year 7.06% -

SIP Return Analysis

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth Invesco India Medium Duration Fund - Regular - Growth
6 Month - -
1 Year 7.97% 7.45%
3 Year 7.3% 6.58%
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 100 24.73
Sovereign - 39.42
Financial - 13.99
Consumer Staples - 1.75
Construction - 2.18
Energy - 10.09
Communication - 5.65
Capital Goods - 2.19

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