Franklin Templeton Launches Franklin India Multi-Factor Fund
by Prashant Kapadia/NHN
• Fund aims towards long-term wealth creation, using a proprietary multi-factor quantitative model
• Constructed with a focus on key risk parameters to maintain balance and minimize downside risk
Mumbai, November 4, 2025 – Franklin Templeton (India) today announced the launch of Franklin India Multi-Factor Fund (FIMF), it’s open-ended equity scheme following a Multi-Factor based Quantitative investment strategy. FIMF uses a data-driven, systematic approach to select stocks based on factors such as Quality, Value, Sentiment, and Alternatives (QVSA). The investment universe consists of the top 500 listed companies in India by market capitalization. The fund aims to deliver risk-adjusted returns by combining a disciplined, model-driven process with the fund manager’s insights. The NFO will be open for subscription from November 10, 2025, to November 24, 2025 during which units will be available at Rs.10 /- per unit.
Speaking on the launch, Avinash Satwalekar, President, Franklin Templeton–India, said,“Technology is deeply embedded in our everyday lives, reshaping how we work, communicate, and make daily decisions. With advancements in technology and emergence of artificial intelligence, it is now possible to create quantitative data models to analyse vast amounts of data which could help portfolio managers identify investment opportunities. Franklin India Multi-Factor Fund (FIMF) exemplifies this integration of technology in investment strategies. It provides a comprehensive investment solution that integrates advanced technology and data analytics with expert human oversight.”
He added, “We are delighted to introduce the Franklin India Multi-Factor Fund to our investors. Designed to be adaptable and risk-conscious, the fund is committed to delivering sustained value across different market cycles.”
Adam Petryk, Executive Vice President & Head of Franklin Templeton Investment Solutions, said,
“The Franklin Templeton Investment Solutions team manages over USD 98 billion. With a cumulative 160+ years of investment expertise, our global quantitative investments team brings a depth of knowledge and a rigorous, systematic approach to investing, that is distinct from the traditional fundamental style of investing. By combining stock-specific indicators such as ROE, valuation, and earnings momentum with forward-looking signals and macroeconomic insights, we offer Indian investors a strategy grounded in data, adaptable to changing market conditions, and steeped in sound economic rationale. Further we maintain flexibility for active human oversight, ensuring human judgment complements data-driven insights.”
Arihant Jain, Fund Manager, Franklin India Multi-Factor Fund, said:“Franklin India Multi-Factor Fund employs a disciplined, quantitative-based process to construct a diversified portfolio. The underlying quant model evaluates stocks using a broad set of factors, grouped into four primary categories – Quality, Value, Sentiment and Alternatives, with an intricate web of sub-metrics designed to capture multiple dimensions of performance. Different factors perform in different market cycles. Investing across factors like quality, value, momentum and low volatility may help investors reduce the downside risk associated with a single factor approach. The model processes both qualitative and quantitative data, assigning scores based on a well-defined set of rules. The quantitative model considers 40+ factors as part of the evaluation process for portfolio construction. Sector, size, risk, and style biases are carefully managed with an aim to minimize the unintended exposures, and risk management strategies are integrated to optimise the portfolio mix.”
The investment model for FIMF inculcates a comprehensive analysis of the Indian equity markets with quant investing. By systematically reevaluating existing factors, incorporating new ones, and upholding signal reliability, the model is designed with a aim to adapt continuously to changing market conditions.
NFO Features: Fund Description Equity – Thematic
Type of Scheme : An open-ended equity scheme following a multi-factor quantitative investment strategy
Investment Objective: The objective of the scheme is to generate long term capital appreciation by investing in equity and equity related instruments based on multi-factor quantitative investment strategy. There is no assurance that the investment objective of the Scheme will be achieved.
NFO Dates : November 10, 2025 – November 24, 2025
Scheme Re-opens For continuous Sale And Repurchase On: December 02, 2025
Managed By : Arihant Jain
Minimum Amount Subscription: Fresh Purchase – Rs.5,000/-. Additional Purchase – Rs.1,000/-. Redemption: Rs.1,000/-. The amount for subscription and redemption in excess of the minimum amount specified above is any amount in multiple of Re. 1/-.
SIP: Minimum amount INR 500/-
Benchmark : BSE 200 TRI
Exit Load: 0.50% – if redeemed on or before 1 year from the date of allotment with 10% Load free units for switch outs and redemption
Nil – if redeemed after 1 year from the date of allotment
For further details refer Scheme Information Document available on www.franklintempletonindia.com
About Franklin Templeton : Franklin Templeton (India) is one of the largest foreign fund houses in the country. It manages one of the most comprehensive ranges of mutual funds catering to varied investor requirements and offering different investment styles to choose from. It has offices in 39 cities and Collection Centers in over 100 locations across the country.
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers boutique specialization on a global scale, bringing extensive capabilities in equity, fixed income, multi-asset solutions and alternatives. With offices in more than 25 countries and approximately 1,600 investment professionals, the California-based company has 77 years of investment experience and $1.66 trillion in assets under management as of September 30, 2025.
Source: AMFI Website (based on AAUM as on September 30, 2025)
Visit our website http://www.franklintempletonindia..com for further details including details of AUM by geography.
Investors should consult their financial advisers if in doubt about whether the product is suitable for them
The above product labelling assigned during the New Fund Offer (NFO) is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.