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) | ₹22406 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 | 3.06% | 6.88% |
6 Month | -2.69% | -0.65% |
1 Year | 2.28% | 16.43% |
3 Year | 22.58% | 31.45% |
5 Year | 30.38% | 30.47% |
SIP Return Analysis
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
6 Month | 6.87% | 13.85% |
1 Year | 4.81% | 19.18% |
3 Year | 17.47% | 30% |
5 Year | 20.61% | 26.59% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
1 Year | 16.23% | 14.33% |
3 Year | 16.29% | 18.54% |
5 Year | 16.45% | 18.96% |
Risk Management
Scheme Name | SBI Magnum Midcap Fund - Regular Plan - Growth | Invesco India Midcap Fund - Growth Option |
---|---|---|
Standard Deviation | 12.49% | 13.27% |
Sharp | 1.07% | 1.21% |
Beta | 0.71% | 0.93% |
Alpha | -0.31% | 2.06% |
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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 | 5.29 | 0.06 |
Mid Cap | 71.59 | 66.19 |
Small Cap | 15.29 | 20.26 |
Large Cap | 7.83 | 13.49 |
Sector Allocation
Scheme Name |
SBI Magnum Midcap Fund - Regular Plan - Growth |
Invesco India Midcap Fund - Growth Option |
---|---|---|
Others | 5.29 | 0.06 |
Finance | 12.6 | 7.43 |
Cement & Cement Products | 7.2 | 3.65 |
IT - Services | 1.98 | - |
Capital Markets | 2.08 | 8.51 |
Healthcare Services | 4.37 | 10.63 |
Insurance | 0.53 | 6.33 |
Banks | 4.35 | 4.07 |
Leisure Services | 3.77 | 4.87 |
Pharmaceuticals & Biotechnology | 8.9 | 6.61 |
Auto Components | 9.49 | 3.5 |
Realty | 3.99 | 7.88 |
Petroleum Products | 1.32 | - |
Industrial Products | 5.65 | 5.32 |
Telecom - Services | 1.9 | 1.97 |
Consumer Durables | 4.76 | 6.19 |
Electrical Equipment | 1.84 | 2.75 |
Fertilizers & Agrochemicals | 1.71 | - |
Personal Products | 3.47 | - |
Retailing | 1.36 | 7.83 |
Food Products | 0.93 | - |
IT - Software | 2.81 | 4.99 |
Industrial Manufacturing | 2.09 | 1.51 |
Textiles & Apparels | 4.25 | - |
Power | 3.36 | - |
Ferrous Metals | - | 2.91 |
Transport Services | - | 2.99 |
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