Unlock India’s growth story from anywhere in the world with our carefully curated mutual funds designed for NRIs. These funds are tailored to align with global investment goals while tapping into the high-growth potential of the Indian markets. Whether you’re looking for SIPs or lumpsum investments, our recommendations ensure hassle-free portfolio management with easy repatriation. Stay ahead with opportunities that blend strong returns, flexibility, and tax efficiency—because no matter where life takes you, your wealth can keep growing with India.
| SCHEMES | EXPENSE RATIO | CATEGORY | AUM(CR) | 2 YEAR | 3 YEAR | 5 YEAR | 7 YEAR | 10 YEAR | SINCE INCEPTION | ALPHA | BETA | MEAN | STANDARD DEV | SHARPE RATIO | SORTINO RATIO | LAUNCH DATE | SCHEME BENCHMARK |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Baroda BNP Paribas ELSS Tax Saver Fund Reg (G) | 2.2 | Equity: ELSS | 988 | 26.31 | 14.93 | 18.55 | 13.63 | 13.58 | 12.6 | 0.41 | 0.94 | 17.51 | 12.92 | 0.91 | 1.76 | 05-01-2006 | NSE - Nifty 500 TRI |
| SBI Long Term Equity Fund Reg (G) | 1.59 | Equity: ELSS | 28733 | 35.68 | 23.96 | 25.38 | 17.01 | 15.62 | 15.57 | 7.65 | 0.99 | 25.33 | 13.49 | 1.45 | 2.42 | 31-03-1993 | BSE 500 TRI |
| HSBC ELSS Tax Saver Fund (G) | 1.89 | Equity: ELSS | 4485 | 27.64 | 18.08 | 19.62 | 13.28 | 14.37 | 14.74 | 2.26 | 0.97 | 19.68 | 13.5 | 1.03 | 1.67 | 27-02-2006 | BSE 200 TRI |
| Motilal Oswal ELSS Tax Saver Fund Reg(G) | 1.83 | Equity: ELSS | 4195 | 39.4 | 24.49 | 23.32 | 17.47 | 0 | 18.42 | 7.02 | 0.98 | 24.58 | 13.93 | 1.35 | 2.4 | 21-01-2015 | NSE - Nifty 500 TRI |
| Invesco India Flexi Cap Fund Reg (G) | 2.01 | Equity: Flexi Cap | 2250 | 31.04 | 0 | 0 | 0 | 0 | 24.43 | 0 | 0 | 0 | 0 | 0 | 0 | 14-02-2022 | BSE 500 TRI |
| Motilal Oswal Flexi Cap Fund Reg (G) | 1.74 | Equity: Flexi Cap | 12564 | 32.51 | 19.3 | 17.77 | 12.73 | 15.93 | 18.62 | 3.68 | 0.88 | 20.06 | 13.6 | 1.05 | 1.77 | 28-04-2014 | NSE - Nifty 500 TRI |
| Baroda BNP Paribas Large and Mid Cap Fund Reg (G) | 2.11 | Equity: Large & Mid Cap | 1470 | 27.68 | 16.99 | 0 | 0 | 0 | 26.9 | 2.73 | 0.99 | 19.86 | 13.86 | 1.02 | 1.76 | 04-09-2020 | BSE 250 Large Midcap TRI |
| Quant Large and Mid Cap Fund (G) | 1.88 | Equity: Large & Mid Cap | 3828 | 28.61 | 23.2 | 26.15 | 17.77 | 19.57 | 14.84 | 7.61 | 1.03 | 25.23 | 15.32 | 1.27 | 2.32 | 12-12-2006 | NSE - Nifty Large Midcap 250 TRI |
| HSBC Large & Mid Cap Fund (G) | 1.94 | Equity: Large & Mid Cap | 3718 | 29.34 | 17.58 | 21.22 | 13.75 | 14.2 | 14.43 | 4.32 | 0.92 | 20.68 | 13.41 | 1.12 | 1.96 | 28-03-2019 | NSE - Nifty Large Midcap 250 TRI |
| Invesco India Large & Mid Cap Fund (G) | 1.81 | Equity: Large & Mid Cap | 6496 | 31.22 | 19.58 | 20.69 | 16.48 | 16.08 | 13.68 | 4.8 | 0.99 | 21.87 | 13.55 | 1.19 | 1.95 | 09-08-2007 | BSE 250 Large Midcap TRI |
| Motilal Oswal Large and Midcap Fund Reg (G) | 1.8 | Equity: Large & Mid Cap | 6500 | 39.26 | 24.84 | 25.68 | 0 | 0 | 25.94 | 8.46 | 0.94 | 24.99 | 13.71 | 1.41 | 2.26 | 17-10-2019 | NSE - Nifty Large Midcap 250 TRI |