Select stocks based on Quality, Value, Sentiment, and Alternatives - Franklin India Multi-Factor Fund..!
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.
Franklin Templeton
(India) 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.
|
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 more details and investment..!
Mr. K P Venkatarama
Krishnan,
Founder, Viruksham
Finmart Private Ltd
Chennai
E - Mail:
kpvenkat02@gmail.com
Cell Number: 98410
34997
Read articles written by Mr. K P Venkatarama Krishnan in Nanayam
Vikatan, a leading personal finance magazine.
