Invesco India Medium Duration Fund vs SBI Magnum Medium Duration Fund compare
SBI Magnum Medium Duration Fund - Regular Plan - Growth
Invesco India Medium Duration Fund - Regular - Growth
Chart Comparison
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) | ₹6552 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 | 1.09% | 1.14% |
6 Month | 5.45% | 5.56% |
1 Year | 9.91% | 9.8% |
3 Year | 7.98% | 7.35% |
5 Year | 6.93% | - |
SIP Return Analysis
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
6 Month | 3.21% | 3.39% |
1 Year | 10.75% | 10.86% |
3 Year | 8.69% | 8.36% |
5 Year | 7.32% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
1 Year | 7.79% | 6.05% |
3 Year | 8.34% | 5.01% |
5 Year | 7.91% | - |
Risk Management
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Invesco India Medium Duration Fund - Regular - Growth |
---|---|---|
Standard Deviation | 1.341% | 1.743% |
Sharp | -0.046% | -0.548% |
Beta | 1.163% | 1.535% |
Alpha | 0.018% | -0.899% |
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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 |
Funds Managed | 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 | 100 |
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