Invesco India Midcap Fund vs SBI Magnum Midcap Fund compare

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SBI Midcap Fund - Regular Plan - Growth

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Invesco India Midcap Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Invesco India Midcap Fund - Growth Option
1 Month	1.58%	-0.75%
6 Month	-0.29%	2.31%
1 Year	-0.07%	5.67%
3 Year	18.02%	26.92%
5 Year	20.54%	24.06%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Invesco India Midcap Fund - Growth Option
6 Month	3.73%	1.83%
1 Year	10.44%	19.65%
3 Year	12.01%	24.1%
5 Year	15.07%	23.06%

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Invesco India Midcap Fund - Growth Option
1 Year	15.23%	14.33%
3 Year	16.36%	19.32%
5 Year	17.22%	19.34%

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%

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

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Invesco India Midcap Fund - Growth Option
Others	3.86	1.99
Mid Cap	70.67	62.22
Large Cap	11.7	13.2
Small Cap	13.77	22.59

Scheme Name	SBI Midcap Fund - Regular Plan - Growth	Invesco India Midcap Fund - Growth Option
Others	3.86	1.99
Finance	13.96	9.43
Cement & Cement Products	7.22	2.87
IT - Services	1.9	-
Consumer Durables	3.18	6.7
Pharmaceuticals & Biotechnology	6.74	7.22
Banks	5.29	11.42
Realty	4.57	7.15
Petroleum Products	1.96	-
Retailing	3.2	14.54
Auto Components	8.41	1.85
Capital Markets	2.24	7.89
Industrial Products	6.1	2.42
Telecom - Services	1.72	0.44
Electrical Equipment	5.24	1.23
Financial Technology (Fintech)	2.19	-
Personal Products	2.92	-
Insurance	5.57	5.98
Food Products	1.35	-
Fertilizers & Agrochemicals	0.58	-
Industrial Manufacturing	1.97	1.55
Textiles & Apparels	2.96	-
Leisure Services	1.93	-
Power	4.94	-
Healthcare Services	-	9.88
Commercial Services & Supplies	-	0.52
IT - Software	-	4.42
Transport Services	-	2.5