Invesco India GILT Fund vs SBI Magnum Gilt Fund compare
SBI Magnum Gilt Fund - Regular Plan - Growth
Invesco India GILT Fund - Growth
Chart Comparison
Overview
| Scheme Name | SBI Magnum Gilt Fund - Regular Plan - Growth | Invesco India GILT Fund - Growth |
|---|---|---|
| Fund | SBI Magnum Gilt Fund - Regular Plan - Growth | Invesco India GILT Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹11308 Cr | ₹367 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 23 Dec 2000 | 09 Feb 2008 |
| Category | Gilt | Gilt |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY All Duration G-Sec Index | NIFTY All Duration G-Sec Index |
| Turn Over | 78% | 24% |
| Expense Ratio | 0.94 | 1.25 |
| Manager | Tejas Soman | Krishna Venkat Cheemalapati |
| ISIN Code | INF200K01982 | INF205K01SR1 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Magnum Gilt Fund - Regular Plan - Growth | Invesco India GILT Fund - Growth |
|---|---|---|
| 1 Month | 0.15% | 0.07% |
| 6 Month | -0.64% | -1.46% |
| 1 Year | 5.34% | 4.19% |
| 3 Year | 7.52% | 7.12% |
| 5 Year | 5.81% | 4.7% |
SIP Return Analysis
| Scheme Name | SBI Magnum Gilt Fund - Regular Plan - Growth | Invesco India GILT Fund - Growth |
|---|---|---|
| 6 Month | 0.23% | -0.16% |
| 1 Year | 3.19% | 2.04% |
| 3 Year | 6.56% | 6.21% |
| 5 Year | 6.54% | 5.91% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Gilt Fund - Regular Plan - Growth | Invesco India GILT Fund - Growth |
|---|---|---|
| 1 Year | 7.04% | 7.01% |
| 3 Year | 7.24% | 7.32% |
| 5 Year | 7.27% | 8.18% |
Risk Management
| Scheme Name | SBI Magnum Gilt Fund - Regular Plan - Growth | Invesco India GILT Fund - Growth |
|---|---|---|
| Standard Deviation | 3.05% | 3.46% |
| Sharp | 0.25% | 0.10% |
| Beta | 1.33% | 1.42% |
| Alpha | -1.02% | -1.56% |
Fund Managers
| Scheme Name | SBI Magnum Gilt Fund - Regular Plan - Growth | Invesco India GILT Fund - Growth |
|---|---|---|
| Name | Tejas Soman | Krishna Venkat Cheemalapati |
| Total AUM | ₹37095 Cr | ₹24743 Cr |
| Funds Managed | 9 | 19 |
| SBI Magnum Gilt Fund - Regular Plan - Growth | Invesco India GILT Fund - Growth |
Market Cap
| Scheme Name |
SBI Magnum Gilt Fund - Regular Plan - Growth |
Invesco India GILT Fund - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Magnum Gilt Fund - Regular Plan - Growth |
Invesco India GILT Fund - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns%
ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)
3Y Returns0%
Axis Value Fund - Regular Plan - Growth
3Y Returns22.94%
WhiteOak Capital Large Cap Fund Regular Plan Growth
3Y Returns0%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns15.05%
UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns7.12%
Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option
3Y Returns7.79%