Invesco India PSU Equity Fund Direct-Growth
Equity: Thematic-PSU - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Thematic-PSUBenchmark: BSE PSU Total Return IndexCheck Portfolio Overlap →
NAV: ₹70.54-1.86%
23 Oct 2026
Similar Funds
Side-by-side comparison of Invesco India PSU Equity Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | -8.97% | -9.11% | 6 / 7 |
| 3Y Return | +17.01% | 14.84% | 4 / 4 |
| 5Y Return | +17.46% | 16.91% | 3 / 3 |
| 10Y Return | +15.23% | 13.31% | 1 / 2 |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Thematic-PSU
Top funds by AUM in the Equity: Thematic-PSU category — see how Invesco India PSU Equity Fund Direct-Growth compares on size and returns.
Funds Tracking BSE PSU Total Return Index
Top funds tracking the BSE PSU Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Invesco India PSU Equity Fund Direct-Growth?
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.
What is the rank of Invesco India PSU Equity Fund Direct-Growth in its category?
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 22 Oct 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.
How does Invesco India PSU Equity Fund Direct-Growth's expense ratio compare to similar funds?
Invesco India PSU Equity Fund Direct-Growth has an expense ratio of 1.23%. The peers SBI PSU Direct Plan-Growth has an expense ratio of 0.97% and Aditya Birla Sun Life PSU Equity Fund Direct-Growth has 0.76%. 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.
How does Invesco India PSU Equity Fund Direct-Growth's AUM compare to similar funds?
Invesco India PSU Equity Fund Direct-Growth has an AUM of ₹1,360.72 crore. The peers SBI PSU Direct Plan-Growth has an AUM of ₹6,353.85 crore and Aditya Birla Sun Life PSU Equity Fund Direct-Growth has ₹5,774.54 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.
Which fund has the best 3-year returns in the Equity: Thematic-PSU?
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 19.13% as of 22 Oct 2026. Invesco India PSU Equity Fund Direct-Growth has delivered 17.01% CAGR over the same period, ranking 4 out of 4 funds. You can view and compare the full category ranking on sharpely.
How does Invesco India PSU Equity Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Invesco India PSU Equity Fund Direct-Growth has a Sharpe ratio of 0.56 compared to the Equity: Thematic-PSU average of 0.60 as of 22 Oct 2026. It ranks 3 out of 4 funds in its category on Sharpe ratio.