- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Medium Duration Fund - Regular Plan - Growth
Invesco India Medium Duration Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | SBI Medium Duration Fund - Regular Plan - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Fund | SBI 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) | ₹6946 Cr | ₹172 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 Medium Duration Fund - Regular Plan - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 1 Month | 0.12% | 0.01% |
| 6 Month | 2.54% | 1.69% |
| 1 Year | 7.42% | 6.68% |
| 3 Year | 7.54% | 6.84% |
| 5 Year | 6% | - |
SIP Return Analysis
| Scheme Name | SBI Medium Duration Fund - Regular Plan - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.23% | 0.74% |
| 1 Year | 6.05% | 4.74% |
| 3 Year | 7.43% | 6.75% |
| 5 Year | 6.93% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Medium Duration Fund - Regular Plan - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 1 Year | 7.87% | 6.36% |
| 3 Year | 8.17% | 5.48% |
| 5 Year | 7.81% | - |
Risk Management
| Scheme Name | SBI Medium Duration Fund - Regular Plan - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 1.34% | 1.44% |
| Sharp | 0.03% | 0.19% |
| Beta | 0.67% | 1.18% |
| Alpha | 0.08% | -1.07% |
Fund Managers
| Scheme Name | SBI 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 |
| Funds Managed | 43 | 19 |
| SBI Medium Duration Fund - Regular Plan - Growth | Invesco India Medium Duration Fund - Regular - Growth |
Market Cap
| Scheme Name |
SBI Medium Duration Fund - Regular Plan - Growth |
Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Medium Duration Fund - Regular Plan - Growth |
Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Others | 96 | 100 |
| Real Estate | 2.14 | - |
| Industrials | 1.86 | - |
Top Comparisons
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.71%
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns7.03%
ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth
3Y Returns15.72%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns14.3%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns18.53%
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH
3Y Returns18.59%
ITI Banking and PSU Fund Regular - Growth
3Y Returns6.92%
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
3Y Returns7.27%
