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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) | ₹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 | 0.71% | 0.82% |
| 6 Month | 0.91% | 9.85% |
| 1 Year | -0.1% | 10.18% |
| 3 Year | 16.07% | 26.26% |
| 5 Year | 21.76% | 25.42% |
SIP Return Analysis
| Scheme Name | SBI Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
|---|---|---|
| 6 Month | 2.41% | 4.13% |
| 1 Year | 8.77% | 25.84% |
| 3 Year | 12.75% | 27.4% |
| 5 Year | 15.85% | 24.95% |
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 | - |
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