HT Bureau
GUWAHATI, Nov 5: Franklin Templeton (India) has announced the launch of the Franklin India Multi-Factor Fund (FIMF), an open-ended equity scheme that follows a Multi-Factor-based Quantitative investment strategy.
The newly introduced fund adopts a data-driven, systematic approach to stock selection, leveraging factors such as Quality, Value, Sentiment, and Alternatives (QVSA) to achieve long-term, risk-adjusted returns.
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The investment universe of FIMF comprises the top 500 listed companies in India by market capitalization. By blending technology-led quantitative models with expert human oversight, the fund seeks to provide investors with a disciplined and diversified investment strategy capable of adapting to varying market cycles.
The New Fund Offer (NFO) will be open for subscription from November 10 to November 24, 2025, with units priced at Rs10 per unit during the offer period.
Speaking on the launch, Avinash Satwalekar, President, Franklin Templeton–India, said that the fund marks an important milestone in the integration of technology and investment management. “Technology is deeply embedded in our everyday lives, reshaping how we work, communicate, and make daily decisions. With advancements in artificial intelligence, it is now possible to analyse vast data sets to identify investment opportunities,” he said, “Franklin India Multi-Factor Fund exemplifies this integration of technology and data analytics with human expertise, offering investors a structured, risk-aware, and adaptive approach to equity investing.”
Adam Petryk, Executive Vice President & Head of Franklin Templeton Investment Solutions, noted that the global investment team manages over USD 98 billion and draws from more than 160 years of combined investment experience.
“Our quantitative investment process blends traditional fundamentals with forward-looking indicators. By combining factors such as ROE, valuation, and earnings momentum with macroeconomic signals, we provide a flexible and evidence-based strategy for Indian investors,” he said, “Human judgment remains central, ensuring that analytical insights are guided by seasoned portfolio expertise.”
Explaining the fund’s operational framework, Arihant Jain, Fund Manager of Franklin India Multi-Factor Fund, said the model evaluates over 40 indicators grouped into four core categories — Quality, Value, Sentiment, and Alternatives.
Each of these factors is measured through multiple sub-metrics designed to capture performance dimensions across different market environments.
“Different factors perform differently across market cycles. Investing across quality, value, momentum, and low volatility helps reduce the downside risks associated with single-factor exposure,” he added.
The investment process emphasizes diversification, with careful management of sectoral, size, and style biases to minimize unintended risks.
Risk management mechanisms and portfolio optimization strategies are integrated to ensure a balanced mix of stability and opportunity.
The fund’s model continually reassesses its factor framework, incorporating new data and signals to stay responsive to changing market conditions.
Franklin Templeton stated that FIMF is designed for investors seeking exposure to Indian equities through a quantitative, factor-based approach that blends data analytics, machine learning, and traditional investment discipline. With its structured model and flexible human oversight, the fund aims to deliver sustainable, long-term value for investors across market cycles.
