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SBI Magnum Midcap Fund vs Invesco India 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) | ₹23315 Cr | ₹10296 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹100 |
| 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 | -2.49% | -5.34% |
| 6 Month | -2.29% | -4.62% |
| 1 Year | 1.98% | 12.63% |
| 3 Year | 17.29% | 25.73% |
| 5 Year | 19.55% | 22.24% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 2.12% | 0.53% |
| 1 Year | 8.15% | 15.5% |
| 3 Year | 10.32% | 22% |
| 5 Year | 14.13% | 22.14% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 15.18% | 14.31% |
| 3 Year | 16.41% | 19.38% |
| 5 Year | 17.27% | 19.35% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 11.63% | 13.27% |
| Sharp | 0.87% | 1.21% |
| Beta | 0.78% | 0.96% |
| Alpha | -2.2% | 2.88% |
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 | 10.7 | 12.12 |
| Large Cap | 8.37 | 14.94 |
| Mid Cap | 69.39 | 52.85 |
| Small Cap | 11.55 | 20.09 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 4.83 | 2.5 |
| Industrials | 13.99 | 8.13 |
| Financial Services | 24.99 | 33.81 |
| Basic Materials | 10.99 | 3.74 |
| Technology | 4.67 | 6.39 |
| Healthcare | 6.5 | 18.14 |
| Real Estate | 4.64 | 7.29 |
| Energy | 2.14 | - |
| Consumer Cyclical | 15.03 | 19.69 |
| Utilities | 6.27 | - |
| Communication Services | 1.8 | 0.31 |
| Consumer Defensive | 4.15 | - |
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