Compare SBI Medium Term Fund vs Invesco India Medium Term Fund

Fund Comparison

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

SBI Medium Term Fund

DebtMedium Term1.0

Invesco India Medium Term Fund

DebtMedium Term2.0

Risk	NA	Moderate
Rating	1.0	2.0
Min SIP Amount	₹500	₹1000
Expense Ratio	1.22	1.14
NAV	₹54.70	₹1293.28
Fund Started	01 Oct 2003	29 Jun 2021
Fund Size	₹6418.65 Cr	₹131.21 Cr
Exit Load	Exit load of 1%, if redeemed within 3 months.	-

Risk

Moderate

Rating

1.0

2.0

Min SIP Amount

₹500

₹1000

Expense Ratio

1.22

1.14

NAV

₹54.70

₹1293.28

Fund Started

01 Oct 2003

29 Jun 2021

Fund Size

₹6418.65 Cr

₹131.21 Cr

Exit Load

Exit load of 1%, if redeemed within 3 months.

1 Year	4.96%	2.82%
3 Year	7.02%	6.16%
5 Year	6.14%	4.99%

1 Year

4.96%

2.82%

3 Year

7.02%

6.16%

5 Year

6.14%

4.99%

Equity	0.00%	0.00%
Cash	10.93%	9.39%

Equity

0.00%

Cash

10.93%

9.39%

Top 10 Holdings	-	-

Top 10 Holdings

Name	-	-
Start Date	-	-

Name

Start Date

Description	The scheme seeks to provide investors an opportunity to generate attractive returns with moderate degree of liquidity through investments in debt and money market instruments such that the Macaulay duration of the portfolio is between 3 years - 4 years.	The scheme seeks to generate income by investing in a portfolio of Debt and Money Market Instruments suchthat the Macaulay duration of the portfolio is between 3 years and 4 years.
Launch Date	01 Oct 2003	29 Jun 2021

Description

The scheme seeks to provide investors an opportunity to generate attractive returns with moderate degree of liquidity through investments in debt and money market instruments such that the Macaulay duration of the portfolio is between 3 years - 4 years.

The scheme seeks to generate income by investing in a portfolio of Debt and Money Market Instruments suchthat the Macaulay duration of the portfolio is between 3 years and 4 years.

Launch Date

01 Oct 2003

29 Jun 2021