SBI Magnum Midcap Fund vs Invesco India Midcap Fund compare

SBI Magnum Midcap Fund - Regular Plan - Growth

Invesco India Midcap Fund - Growth Option

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)	₹20310 Cr	₹5216 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	1.85
Manager	Pradeep Kesavan	Aditya Khemani
ISIN Code	INF200K01560	INF205K01BC9
Exits Load	Exit load of 1% if redeemed within 1 year/365	Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	Invesco India Midcap Fund - Growth Option
1 Month	5.6%	8.62%
6 Month	22.02%	29.3%
1 Year	34.56%	51.4%
3 Year	22.82%	24.99%
5 Year	29.66%	29.56%

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	Invesco India Midcap Fund - Growth Option
6 Month	-	-
1 Year	17.19%	23.2%
3 Year	44.66%	53.33%
5 Year	105.09%	103.01%

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	Invesco India Midcap Fund - Growth Option
1 Year	30.85%	28.73%
3 Year	78.83%	75.07%
5 Year	114.75%	115.7%

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	Invesco India Midcap Fund - Growth Option
Standard Deviation	11.63%	13.27%
Sharp	1.36%	1.23%
Beta	0.72%	0.92%
Alpha	1.94%	0.18%

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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
Fund Manage	43	3
	SBI Magnum Midcap Fund - Regular Plan - Growth	Invesco India Midcap Fund - Growth Option

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	Invesco India Midcap Fund - Growth Option
Others	6.3	4.81
Mid Cap	67.51	63.72
Small Cap	20.78	15.89
Large Cap	5.41	15.58

Scheme Name	SBI Magnum Midcap Fund - Regular Plan - Growth	Invesco India Midcap Fund - Growth Option
Others	6.12	0.91
Power	4.57	-
Finance	10.17	-
Industrial Products	7.71	-
Consumer Durables	7.86	-
Auto Components	12.33	-
Electrical Equipment	2.88	-
Fertilizers & Agrochemicals	3.59	-
Banks	3.13	-
Textiles & Apparels	4.4	-
IT - Services	2.41	-
Healthcare Services	3.75	-
Leisure Services	4.26	-
Realty	4.38	-
Personal Products	1.6	-
Cement & Cement Products	2.9	-
Chemicals & Petrochemicals	1.69	-
Retailing	2.58	-
Pharmaceuticals & Biotechnology	5.46	-
Capital Markets	2.77	-
IT - Software	1.4	-
Entertainment	0.86	-
Industrial Manufacturing	0.84	-
Insurance	0.74	1.7
Food Products	0.51	-
Telecom - Services	0.47	-
Construction	0.34	7.57
Non - Ferrous Metals	0.28	-
Services	-	14.95
Financial	-	15.38
Healthcare	-	12.04
Capital Goods	-	13.15
Consumer Discretionary	-	3.88
Automobile	-	9.1
Technology	-	3.97
Materials	-	5.34
Diversified	-	2.29
Consumer Staples	-	1.89
Communication	-	2.52
Energy	-	1.47
Metals & Mining	-	2.83
Textiles	-	1.01