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BN GLOBAL RESEARCH HUB

Fund research,
organised for NRIs.

Explore category shortlists, sectors and portfolio roles before moving to the secure investment platform.

EXPLORE FUND LISTS ↓VIEW SECTORS ↓
Important: These are research lists—not a universal ranking or personal recommendation. Suitability depends on residency, KYC, risk, horizon, existing portfolio and scheme eligibility.

CATEGORY SHORTLISTS

10 funds to research
within each category.

Funds are grouped by portfolio role so investors compare like with like. Returns alone should not decide a portfolio.

Large CapFlexi CapLarge & Mid CapMid CapSmall CapBalanced AdvantageDebt & IncomeELSS Tax Saver
Large CapCore Indian equity · 5+ years
#FundPortfolio roleAction
01 Nippon India Large Cap Fund Core Indian equity RESEARCH →
02 ICICI Prudential Large Cap Fund Core Indian equity RESEARCH →
03 HDFC Large Cap Fund Core Indian equity RESEARCH →
04 Canara Robeco Large Cap Fund Core Indian equity RESEARCH →
05 SBI Large Cap Fund Core Indian equity RESEARCH →
06 Kotak Large Cap Fund Core Indian equity RESEARCH →
07 Aditya Birla Sun Life Large Cap Fund Core Indian equity RESEARCH →
08 Mirae Asset Large Cap Fund Core Indian equity RESEARCH →
09 DSP Large Cap Fund Core Indian equity RESEARCH →
10 Invesco India Largecap Fund Core Indian equity RESEARCH →
Flexi CapFlexible market-cap allocation · 5+ years
#FundPortfolio roleAction
01 Parag Parikh Flexi Cap Fund Flexible market-cap allocation RESEARCH →
02 HDFC Flexi Cap Fund Flexible market-cap allocation RESEARCH →
03 JM Flexicap Fund Flexible market-cap allocation RESEARCH →
04 Franklin India Flexi Cap Fund Flexible market-cap allocation RESEARCH →
05 Kotak Flexicap Fund Flexible market-cap allocation RESEARCH →
06 SBI Flexicap Fund Flexible market-cap allocation RESEARCH →
07 Canara Robeco Flexi Cap Fund Flexible market-cap allocation RESEARCH →
08 Motilal Oswal Flexi Cap Fund Flexible market-cap allocation RESEARCH →
09 PGIM India Flexi Cap Fund Flexible market-cap allocation RESEARCH →
10 DSP Flexi Cap Fund Flexible market-cap allocation RESEARCH →
Large & Mid CapCore plus growth · 5–7 years
#FundPortfolio roleAction
01 ICICI Prudential Large & Mid Cap Fund Core plus growth RESEARCH →
02 HDFC Large and Mid Cap Fund Core plus growth RESEARCH →
03 Kotak Large and Mid Cap Fund Core plus growth RESEARCH →
04 Canara Robeco Large and Mid Cap Fund Core plus growth RESEARCH →
05 SBI Large & Midcap Fund Core plus growth RESEARCH →
06 Mirae Asset Large & Midcap Fund Core plus growth RESEARCH →
07 Nippon India Vision Large and Mid Cap Fund Core plus growth RESEARCH →
08 Edelweiss Large & Mid Cap Fund Core plus growth RESEARCH →
09 Bandhan Large and Mid Cap Fund Core plus growth RESEARCH →
10 Invesco India Large & Mid Cap Fund Core plus growth RESEARCH →
Mid CapHigher-growth satellite equity · 7+ years
#FundPortfolio roleAction
01 Motilal Oswal Midcap Fund Higher-growth satellite equity RESEARCH →
02 HDFC Mid Cap Fund Higher-growth satellite equity RESEARCH →
03 Kotak Midcap Fund Higher-growth satellite equity RESEARCH →
04 Nippon India Growth Mid Cap Fund Higher-growth satellite equity RESEARCH →
05 Edelweiss Mid Cap Fund Higher-growth satellite equity RESEARCH →
06 PGIM India Mid Cap Fund Higher-growth satellite equity RESEARCH →
07 SBI Mid Cap Fund Higher-growth satellite equity RESEARCH →
08 Mirae Asset Midcap Fund Higher-growth satellite equity RESEARCH →
09 Quant Mid Cap Fund Higher-growth satellite equity RESEARCH →
10 Invesco India Mid Cap Fund Higher-growth satellite equity RESEARCH →
Small CapHigh-risk satellite equity · 7–10 years
#FundPortfolio roleAction
01 Nippon India Small Cap Fund High-risk satellite equity RESEARCH →
02 SBI Small Cap Fund High-risk satellite equity RESEARCH →
03 HDFC Small Cap Fund High-risk satellite equity RESEARCH →
04 Bandhan Small Cap Fund High-risk satellite equity RESEARCH →
05 Kotak Small Cap Fund High-risk satellite equity RESEARCH →
06 Axis Small Cap Fund High-risk satellite equity RESEARCH →
07 Canara Robeco Small Cap Fund High-risk satellite equity RESEARCH →
08 Tata Small Cap Fund High-risk satellite equity RESEARCH →
09 HSBC Small Cap Fund High-risk satellite equity RESEARCH →
10 Franklin India Small Cap Fund High-risk satellite equity RESEARCH →
Balanced AdvantageDynamic equity-debt allocation · 3–5+ years
#FundPortfolio roleAction
01 HDFC Balanced Advantage Fund Dynamic equity-debt allocation RESEARCH →
02 ICICI Prudential Balanced Advantage Fund Dynamic equity-debt allocation RESEARCH →
03 SBI Balanced Advantage Fund Dynamic equity-debt allocation RESEARCH →
04 Edelweiss Balanced Advantage Fund Dynamic equity-debt allocation RESEARCH →
05 Kotak Balanced Advantage Fund Dynamic equity-debt allocation RESEARCH →
06 Aditya Birla Sun Life Balanced Advantage Fund Dynamic equity-debt allocation RESEARCH →
07 Baroda BNP Paribas Balanced Advantage Fund Dynamic equity-debt allocation RESEARCH →
08 Canara Robeco Balanced Advantage Fund Dynamic equity-debt allocation RESEARCH →
09 Axis Balanced Advantage Fund Dynamic equity-debt allocation RESEARCH →
10 Tata Balanced Advantage Fund Dynamic equity-debt allocation RESEARCH →
Debt & IncomeIncome and stability research · 1–4+ years
#FundPortfolio roleAction
01 HDFC Corporate Bond Fund Income and stability research RESEARCH →
02 ICICI Prudential Corporate Bond Fund Income and stability research RESEARCH →
03 Kotak Corporate Bond Fund - Standard Income and stability research RESEARCH →
04 Aditya Birla Sun Life Corporate Bond Fund Income and stability research RESEARCH →
05 SBI Corporate Bond Fund Income and stability research RESEARCH →
06 Nippon India Corporate Bond Fund Income and stability research RESEARCH →
07 HDFC Short Term Fund Income and stability research RESEARCH →
08 ICICI Prudential Short Term Fund Income and stability research RESEARCH →
09 SBI Short Term Fund Income and stability research RESEARCH →
10 Kotak Short Term Fund Income and stability research RESEARCH →
ELSS Tax SaverTax-linked Indian equity · 3-year lock-in; ideally 5+ years
#FundPortfolio roleAction
01 Parag Parikh ELSS Tax Saver Fund Tax-linked Indian equity RESEARCH →
02 SBI ELSS Tax Saver Fund Tax-linked Indian equity RESEARCH →
03 HDFC ELSS Tax Saver Fund Tax-linked Indian equity RESEARCH →
04 Mirae Asset ELSS Tax Saver Fund Tax-linked Indian equity RESEARCH →
05 Quant ELSS Tax Saver Fund Tax-linked Indian equity RESEARCH →
06 Motilal Oswal ELSS Tax Saver Fund Tax-linked Indian equity RESEARCH →
07 Canara Robeco ELSS Tax Saver Fund Tax-linked Indian equity RESEARCH →
08 Bandhan ELSS Tax Saver Fund Tax-linked Indian equity RESEARCH →
09 DSP ELSS Tax Saver Fund Tax-linked Indian equity RESEARCH →
10 Franklin India ELSS Tax Saver Fund Tax-linked Indian equity RESEARCH →

SECTOR & THEMATIC RESEARCH

Understand the theme
before choosing the fund.

Sector funds can be useful satellite allocations, but concentration, entry valuation and holding period matter more than popularity.

HOW FUNDS ARE REVIEWED

Consistency before
recent performance.

01Rolling-return consistency 02Downside and drawdown behaviour 03Risk-adjusted performance 04Portfolio quality and concentration 05Fund-manager continuity 06Expense, liquidity and fund size 07NRI eligibility and restrictions 08Fit within the investor’s portfolio

READY TO PROCEED?

Research first.
Invest securely.

KYC-ready NRIs can continue to the online investment platform. If your documentation or portfolio fit needs review, begin with a private conversation.

INVEST ONLINE ↗ SPEAK TO BN GLOBAL →
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AMFI-REGISTERED MUTUAL FUND DISTRIBUTOR

ARN-OD122699

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance does not guarantee future returns. Scheme information is date-stamped; availability and NRI eligibility must be confirmed before investing. BN Global Private Office is an AMFI-registered mutual fund distributor (ARN-OD122699). Fund data as of 07 Oct 2026.