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Invesco India Midcap Fund vs SBI Magnum Midcap Fund compare
SBI Midcap Fund - Regular Plan - Growth
Invesco India Midcap Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Fund | SBI Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹23360 Cr | ₹10006 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 Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Month | -2.35% | -1.64% |
| 6 Month | -1.21% | 4.78% |
| 1 Year | -3.92% | 3.15% |
| 3 Year | 16.04% | 26.14% |
| 5 Year | 20.4% | 24.27% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 1.02% | 1.32% |
| 1 Year | 6.98% | 22.16% |
| 3 Year | 11.45% | 25.34% |
| 5 Year | 14.75% | 23.64% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 15.28% | 14.39% |
| 3 Year | 16.32% | 19.28% |
| 5 Year | 17.15% | 19.3% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 11.63% | 13.27% |
| Sharp | 0.83% | 1.25% |
| Beta | 0.78% | 0.95% |
| Alpha | -2.48% | 3.8% |
Fund Managers
| Scheme Name | SBI 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 Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
Market Cap
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 10.96 | 10.42 |
| Mid Cap | 70.32 | 54.49 |
| Large Cap | 6.41 | 14.19 |
| Small Cap | 12.31 | 20.89 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 3.87 | 2.01 |
| Financial Services | 27.05 | 34.71 |
| Basic Materials | 10.98 | 3.63 |
| Technology | 4.75 | 6.91 |
| Healthcare | 6.74 | 17.1 |
| Real Estate | 4.57 | 7.67 |
| Energy | 1.96 | - |
| Consumer Cyclical | 15.85 | 20.6 |
| Industrials | 13.3 | 6.94 |
| Communication Services | 1.72 | 0.44 |
| Consumer Defensive | 4.27 | - |
| Utilities | 4.93 | - |
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