Question 1

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

Accepted Answer

Funds similar to Invesco India PSU Equity Fund Direct-Growth in the Equity: Thematic-PSU category include SBI PSU Direct Plan-Growth, Aditya Birla Sun Life PSU Equity Fund Direct-Growth, and ICICI Prudential PSU Equity 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 PSU Equity Fund Direct-Growth in its category?

Accepted Answer

On a 3-year return basis Invesco India PSU Equity Fund Direct-Growth is ranked 4 out of 4 funds in the Equity: Thematic-PSU category as of 16 Jul 2026. On a 5-year return basis it ranks 3 out of 3. 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 PSU Equity Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

Invesco India PSU Equity Fund Direct-Growth has an expense ratio of 0.97%. The peers SBI PSU Direct Plan-Growth has an expense ratio of 0.86% and Aditya Birla Sun Life PSU Equity Fund Direct-Growth has 0.71%. 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 PSU Equity Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

Invesco India PSU Equity Fund Direct-Growth has an AUM of ₹1,472.61 crore. The peers SBI PSU Direct Plan-Growth has an AUM of ₹6,683.53 crore and Aditya Birla Sun Life PSU Equity Fund Direct-Growth has ₹6,018.74 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 Equity: Thematic-PSU?

Accepted Answer

The top performing fund in the Equity: Thematic-PSU category on a 3-year basis is SBI PSU Direct Plan-Growth with a CAGR of 26.79% as of 16 Jul 2026. Invesco India PSU Equity Fund Direct-Growth has delivered 23.24% CAGR over the same period, ranking 4 out of 4 funds. You can view and compare the full category ranking on sharpely.

Question 6

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

Accepted Answer

On a risk-adjusted basis, Invesco India PSU Equity Fund Direct-Growth has a Sharpe ratio of 0.82 compared to the Equity: Thematic-PSU average of 0.90 as of 16 Jul 2026. It ranks 4 out of 4 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	-0.30%	0.60%	6 / 7
3Y Return	+23.24%	24.99%	4 / 4
5Y Return	+22.43%	23.72%	3 / 3
10Y Return	+17.74%	16.35%	1 / 2

Invesco India PSU Equity Fund Direct-Growth

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