Question 1

Which funds are similar to Invesco India Gilt Fund Direct-Growth?

Accepted Answer

Funds similar to Invesco India Gilt Fund Direct-Growth in the Debt: Gilt category include ICICI Prudential Gilt Fund Direct Plan-Growth, SBI Gilt Fund Direct-Growth, and Kotak Gilt Investment Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

Question 2

What is the rank of Invesco India Gilt Fund Direct-Growth in its category?

Accepted Answer

On a 3-year return basis Invesco India Gilt Fund Direct-Growth is ranked 6 out of 23 funds in the Debt: Gilt category as of 16 Jul 2026. On a 5-year return basis it ranks 7 out of 20. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Question 3

How does Invesco India Gilt Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

Invesco India Gilt Fund Direct-Growth has an expense ratio of 0.47%. The peers ICICI Prudential Gilt Fund Direct Plan-Growth has an expense ratio of 0.57% and SBI Gilt Fund Direct-Growth has 0.50%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Question 4

How does Invesco India Gilt Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

Invesco India Gilt Fund Direct-Growth has an AUM of ₹138.87 crore. The peers ICICI Prudential Gilt Fund Direct Plan-Growth has an AUM of ₹8,784.94 crore and SBI Gilt Fund Direct-Growth has ₹8,454.83 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Question 5

Which fund has the best 3-year returns in the Debt: Gilt?

Accepted Answer

The top performing fund in the Debt: Gilt category on a 3-year basis is Bandhan Gilt Fund Direct-Growth with a CAGR of 8.33% as of 16 Jul 2026. Invesco India Gilt Fund Direct-Growth has delivered 7.19% CAGR over the same period, ranking 6 out of 23 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does Invesco India Gilt Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, Invesco India Gilt Fund Direct-Growth has a Sharpe ratio of 0.31 compared to the Debt: Gilt average of 0.27 as of 16 Jul 2026. It ranks 10 out of 23 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	+3.49%	3.23%	10 / 25
3Y Return	+7.19%	6.81%	6 / 23
5Y Return	+6.24%	6.14%	7 / 20
10Y Return	+6.86%	7.27%	17 / 20

Invesco India Gilt Fund Direct-Growth

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