MFIC › Fund managers › Equity
Equity
Fund manager of 8 schemes tracked by MFIC at Franklin Templeton Mutual Fund, UTI Mutual Fund, according to the schemes' Summary Documents. Returns from AMFI NAVs as of 3 Oct 2026.
Schemes
8
Earliest start listed
6 Sep 2022
3Y CAGR above category median
1 of 6
AUM of these schemes
₹13,742 cr
Schemes managed one line per scheme · Regular plan where available
| Scheme | Category | Managing since | Tenure | 3Y CAGR | Category 3Y median | 5Y CAGR | AUM (₹ cr) |
|---|---|---|---|---|---|---|---|
| Franklin India Aggressive Hybrid Fund Franklin Templeton Mutual Fund · Regular | Aggressive Hybrid | n/a | n/a | 7.4% | 8.7% | 7.6% | 2,264 |
| Franklin India Arbitrage Fund Franklin Templeton Mutual Fund · Regular | Arbitrage | n/a | n/a | n/a | 6.6% | n/a | 1,921 |
| Franklin India Balanced Advantage Fund Franklin Templeton Mutual Fund · Regular | Balanced Advantage | 6 Sep 2022 | 4.1 y | 7.1% | 7.5% | n/a | 2,687 |
| UTI Balanced Advantage Fund UTI Mutual Fund · Regular | Balanced Advantage | 10 Aug 2023 | 3.1 y | 6.0% | 7.5% | n/a | 2,856 |
| Franklin India Conservative Hybrid Fund Franklin Templeton Mutual Fund · Regular | Conservative Hybrid | n/a | n/a | 6.7% | 6.7% | 6.3% | 208 |
| Franklin India Equity Savings Fund Franklin Templeton Mutual Fund · Regular | Equity Savings | n/a | n/a | 6.1% | 7.0% | 5.8% | 560 |
| Franklin India Multi Asset Allocation Fund Franklin Templeton Mutual Fund · Regular | Multi Asset Allocation | 31 Jul 2025 | 1.2 y | n/a | 12.8% | n/a | 2,767 |
| Franklin India Retirement Fund Franklin Templeton Mutual Fund · Regular | Retirement | n/a | n/a | 6.2% | 7.2% | 6.0% | 479 |
Scheme returns cover the whole period shown, which may include years before this manager started; compare with the "Managing since" date. Most schemes have more than one listed manager, and results reflect the fund house's whole investment process, each scheme's mandate and market conditions. This page describes the past and is not a rating of the manager.
Questions
- Which mutual fund schemes does Equity manage?
- According to the schemes' Summary Documents, Equity is a listed fund manager of 8 schemes tracked by MFIC: Franklin India Aggressive Hybrid Fund, Franklin India Arbitrage Fund, Franklin India Conservative Hybrid Fund, Franklin India Balanced Advantage Fund, Franklin India Equity Savings Fund, Franklin India Multi Asset Allocation Fund, UTI Balanced Advantage Fund, Franklin India Retirement Fund.
- Since when has Equity managed these schemes?
- The earliest start date listed is 6 Sep 2022. Dates for each scheme are in the table on this page.
Data & disclosure. Fund manager names and start dates as stated in each scheme's Summary Document (SEBI format) published via AMFI; names are matched as written, so a person listed with different spellings may appear twice. Returns from AMFI NAVs, calculated by MFIC. Educational information, not investment advice. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155).
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