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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 | 0.05% | -0.12% |
| 6 Month | 2.34% | 1.44% |
| 1 Year | 7.29% | 6.49% |
| 3 Year | 7.56% | 6.85% |
| 5 Year | 5.94% | - |
SIP Return Analysis
| Scheme Name | SBI Medium Duration Fund - Regular Plan - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.34% | 0.78% |
| 1 Year | 5.96% | 4.45% |
| 3 Year | 7.41% | 6.68% |
| 5 Year | 6.95% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Medium Duration Fund - Regular Plan - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 1 Year | 7.86% | 6.55% |
| 3 Year | 8.15% | 6.45% |
| 5 Year | 7.8% | - |
Risk Management
| Scheme Name | SBI Medium Duration Fund - Regular Plan - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 1.34% | 2.1% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 | 95.94 | 100 |
| Real Estate | 2.2 | - |
| Industrials | 1.85 | - |
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