SBI Magnum Midcap Fund vs Invesco India 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 | 5.06% | 6.1% |
6 Month | -11.79% | -11.82% |
1 Year | 9.13% | 19.21% |
3 Year | 18% | 22.04% |
5 Year | 33.25% | 31.33% |
SIP Return Analysis
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
6 Month | -2.24% | -3.95% |
1 Year | -5.32% | -2.25% |
3 Year | 16.78% | 24.62% |
5 Year | 21.87% | 24.29% |
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 | 0.65% | 0.79% |
Beta | 0.77% | 0.92% |
Alpha | -0.93% | 1.17% |
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 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 | 6.53 | 1.7 |
Mid Cap | 66.04 | 64.78 |
Small Cap | 20.3 | 20.92 |
Large Cap | 7.14 | 12.59 |
Sector Allocation
Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 6.53 | 0.72 |
Financial Services | 19.45 | 22.9 |
Basic Materials | 9.26 | 9.5 |
Technology | 4.32 | 10.8 |
Healthcare | 13.18 | 16.35 |
Consumer Cyclical | 22.17 | 20.76 |
Real Estate | 3.5 | 7.14 |
Energy | 1.27 | - |
Industrials | 13.08 | 10.14 |
Communication Services | 1.64 | 1.69 |
Consumer Defensive | 2.35 | - |
Utilities | 3.25 | - |
Top Comparisons
Franklin India Smaller Companies Fund-Growth
3Y Returns20.23%
ICICI Prudential Smallcap Fund - Growth
3Y Returns16.01%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns9.11%
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns6.39%
ICICI Prudential Overnight Fund - Growth
3Y Returns6.19%
Nippon India Overnight Fund - Regular Plan - Growth Option
3Y Returns6.2%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns13.76%
AXIS INNOVATION FUND - Regular Plan - Growth Option
3Y Returns10.68%