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SBI Magnum Midcap Fund vs Invesco India Midcap Fund compare
SBI Magnum Midcap Fund - Regular Plan - Growth
Invesco India Midcap Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Fund | SBI Magnum Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹21177 Cr | ₹5645 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 Magnum Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Month | 4.75% | 8.61% |
| 6 Month | 2.47% | 4.31% |
| 1 Year | 8.56% | 20.6% |
| 3 Year | 21.58% | 29.43% |
| 5 Year | 33.48% | 32.44% |
SIP Return Analysis
| Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 4.67% | 7.37% |
| 1 Year | 2.46% | 10.97% |
| 3 Year | 18.12% | 28.52% |
| 5 Year | 21.37% | 25.78% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 16.74% | 14.1% |
| 3 Year | 15.93% | 18.13% |
| 5 Year | 16.06% | 18.76% |
Risk Management
| Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 11.63% | 13.27% |
| Sharp | 0.73% | 0.96% |
| Beta | 0.78% | 0.92% |
| Alpha | -1.7% | 1.87% |
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Fund Managers
| Scheme Name | SBI Magnum 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 Magnum Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
Market Cap
| Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 7.95 | 0.18 |
| Mid Cap | 67.59 | 65.04 |
| Small Cap | 16.75 | 21.66 |
| Large Cap | 7.71 | 13.12 |
Sector Allocation
| Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 7.95 | 0.18 |
| Finance | 12.6 | 7.51 |
| Cement & Cement Products | 7.31 | 3.68 |
| IT - Services | 2.15 | - |
| Capital Markets | 1.97 | 7.14 |
| Healthcare Services | 4.64 | 11.3 |
| Insurance | 0.32 | 6.11 |
| Banks | 4.33 | 4.17 |
| Leisure Services | 3.71 | 4.91 |
| Pharmaceuticals & Biotechnology | 9.08 | 7.09 |
| Auto Components | 9.09 | 3.78 |
| Realty | 3.39 | 6.9 |
| Petroleum Products | 1.29 | - |
| Industrial Products | 6.23 | 5.84 |
| Telecom - Services | 1.6 | 1.79 |
| Consumer Durables | 5.04 | 5.6 |
| Electrical Equipment | 2.1 | 2.87 |
| Fertilizers & Agrochemicals | 1.61 | - |
| Personal Products | 1.65 | - |
| Retailing | 1.29 | 6.83 |
| Food Products | 1.02 | - |
| IT - Software | 1.62 | 5.77 |
| Industrial Manufacturing | 2.1 | 1.31 |
| Textiles & Apparels | 4.56 | - |
| Power | 3.35 | - |
| Ferrous Metals | - | 3.08 |
| Chemicals & Petrochemicals | - | 1.09 |
| Transport Services | - | 3.05 |
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