Question 1

Which funds are similar to Invesco India Nifty G-sec Jul 2027 Index Fund Direct-Growth?

Accepted Answer

Funds similar to Invesco India Nifty G-sec Jul 2027 Index Fund Direct-Growth in the Debt: Target Maturity category include BHARAT Bond FOF - April 2030 Direct-Growth, ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund Direct-Growth, and SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund 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 Nifty G-sec Jul 2027 Index Fund Direct-Growth in its category?

Accepted Answer

On a 3-year return basis Invesco India Nifty G-sec Jul 2027 Index Fund Direct-Growth is ranked 51 out of 70 funds in the Debt: Target Maturity category as of 16 Jul 2026. 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 Nifty G-sec Jul 2027 Index Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

Invesco India Nifty G-sec Jul 2027 Index Fund Direct-Growth has an expense ratio of 0.14%. The peers BHARAT Bond FOF - April 2030 Direct-Growth has an expense ratio of 0.02% and ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund Direct-Growth has 0.20%. 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 Nifty G-sec Jul 2027 Index Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

Invesco India Nifty G-sec Jul 2027 Index Fund Direct-Growth has an AUM of ₹80.61 crore. The peers BHARAT Bond FOF - April 2030 Direct-Growth has an AUM of ₹9,265.17 crore and ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund Direct-Growth has ₹8,088.95 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: Target Maturity?

Accepted Answer

The top performing fund in the Debt: Target Maturity category on a 3-year basis is Bandhan Crisil IBX Gilt April 2032 Index Fund Direct-Growth with a CAGR of 7.93% as of 16 Jul 2026. Invesco India Nifty G-sec Jul 2027 Index Fund Direct-Growth has delivered 7.32% CAGR over the same period, ranking 51 out of 70 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does Invesco India Nifty G-sec Jul 2027 Index Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, Invesco India Nifty G-sec Jul 2027 Index Fund Direct-Growth has a Sharpe ratio of 1.46 compared to the Debt: Target Maturity average of 1.16 as of 16 Jul 2026. It ranks 22 out of 74 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	+5.59%	5.46%	41 / 86
3Y Return	+7.32%	7.48%	51 / 70
5Y Return	—	6.26%	—

Invesco India Nifty G-sec Jul 2027 Index Fund Direct-Growth

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Funds in Debt: Target Maturity

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