- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹23036 Cr | ₹9320 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 Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Month | 1.69% | 0.2% |
| 6 Month | 0.98% | 11.47% |
| 1 Year | 1.24% | 12.76% |
| 3 Year | 16.66% | 27.31% |
| 5 Year | 23.1% | 26.27% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 0.38% | 1.09% |
| 1 Year | 4.73% | 19.69% |
| 3 Year | 12.18% | 26.4% |
| 5 Year | 15.66% | 24.49% |
Rolling Lumpsum Returns
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 1 Year | 15.36% | 14.43% |
| 3 Year | 16.36% | 19.2% |
| 5 Year | 17.07% | 19.24% |
Risk Management
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 11.63% | 13.27% |
| Sharp | 0.78% | 1.24% |
| Beta | 0.78% | 0.95% |
| Alpha | -3.01% | 3.68% |
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 | 9.47 | 8.93 |
| Mid Cap | 67.45 | 55.48 |
| Large Cap | 8.22 | 14.61 |
| Small Cap | 14.86 | 20.98 |
Sector Allocation
| Scheme Name |
SBI Midcap Fund - Regular Plan - Growth |
Invesco India Midcap Fund - Growth Option |
|---|---|---|
| Others | 4.5 | 0.56 |
| Financial Services | 25.56 | 34.12 |
| Basic Materials | 11.39 | 3.95 |
| Technology | 2.57 | 7.23 |
| Healthcare | 9.2 | 18.22 |
| Real Estate | 4.84 | 8.42 |
| Energy | 2.07 | - |
| Consumer Cyclical | 16.83 | 17 |
| Industrials | 12.03 | 9.12 |
| Communication Services | 1.58 | 1.39 |
| Consumer Defensive | 4.52 | - |
| Utilities | 4.93 | - |
Top Comparisons
Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth
3Y Returns14.51%
Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth
3Y Returns17.65%
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan
3Y Returns7.89%
Axis Corporate Bond Fund - Regular Plan Growth
3Y Returns7.71%
Kotak Arbitrage Fund - Growth
3Y Returns7.32%
Mirae Asset Arbitrage Fund Regular Growth
3Y Returns6.97%
Invesco India Midcap Fund - Growth Option
3Y Returns27.31%
HSBC Midcap Fund - Regular Growth
3Y Returns24.45%
