Franklin India Multi-Factor Fund Opens for Subscription Nov 10

Franklin Templeton (India) has 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.