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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) | ₹22209 Cr | ₹8518 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 | 2.87% | 3.98% |
| 6 Month | 4.95% | 18.31% |
| 1 Year | -0.5% | 14.35% |
| 3 Year | 15.92% | 27.16% |
| 5 Year | 25.1% | 28.21% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | -1.31% | 0.64% |
| 1 Year | 0.64% | 14.93% |
| 3 Year | 10.73% | 24.56% |
| 5 Year | 14.68% | 23.19% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 15.53% | 14.41% |
| 3 Year | 16.37% | 18.92% |
| 5 Year | 16.75% | 19.13% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 11.63% | 13.27% |
| Sharp | 0.68% | 1.21% |
| Beta | 0.78% | 0.95% |
| Alpha | -3.57% | 4.1% |
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 | 11.51 | 8.21 |
| Mid Cap | 65.05 | 55.09 |
| Large Cap | 6.8 | 15.32 |
| Small Cap | 16.64 | 21.38 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 6.32 | 0.32 |
| Financial Services | 25.65 | 31.64 |
| Basic Materials | 11.85 | 4.47 |
| Technology | 3.65 | 8.7 |
| Healthcare | 8.66 | 18.35 |
| Real Estate | 4.48 | 7.62 |
| Energy | 1.5 | - |
| Consumer Cyclical | 18.1 | 17.8 |
| Industrials | 11.3 | 9.75 |
| Communication Services | 1.54 | 1.35 |
| Consumer Defensive | 4.37 | - |
| Utilities | 2.58 | - |
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