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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) | ₹6516 Cr | ₹173 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 | 0.48% | 0.37% |
| 6 Month | 4.13% | 4.04% |
| 1 Year | 7.67% | 7.3% |
| 3 Year | 7.56% | 6.98% |
| 5 Year | 6.39% | - |
SIP Return Analysis
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.06% | 0.88% |
| 1 Year | 6.97% | 6.65% |
| 3 Year | 7.68% | 7.31% |
| 5 Year | 6.89% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| 1 Year | 7.88% | 6.23% |
| 3 Year | 8.27% | 5.39% |
| 5 Year | 7.85% | - |
Risk Management
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Invesco India Medium Duration Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 1.29% | 1.59% |
| Sharp | 0.47% | -0.04% |
| Beta | 1.48% | 1.84% |
| Alpha | -0.48% | -1.38% |
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 | 99.58 | 100 |
| Real Estate | 0.42 | - |
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