Franklin India Multi-Factor Fund: NFO- A Complete Investment Guide
Franklin India Multi-Factor Fund: NFO- A Complete Investment Guide
Sushil Bajaj |
3 November 2025 |
📅 Last Updated on: November 3, 2025
Quick Snapshot
Parameter
Details
Fund Name
Franklin India Multi-Factor Fund
Category
Equity- Thematic
Scheme Type
An open-ended equity scheme following a multi-factor based quantitative investment strategy.
Fund Manager
Arihant Jain
Min Investment
₹5,000
Additional Investment
₹1,000
Open Date
November 10, 2025
Close Date
November 24, 2025
Benchmark Index
BSE 200 TRI
Exit Load
0.50% if redeemed within 1 year
NAV Calculation
Daily
Risk Level
Very High
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.
Benchmark Details
The likely benchmark for this fund is the BSE 200 TRI
The BSE 200 TRI represents diversified exposure across large and mid-cap companies, aligning with the scheme’s multi-factor strategy.
This product is suitable for investors who are seeking*: Scheme Riskometer Benchmark Riskometer
Long term capital appreciation
Investment in equity and equity related instruments based on a Multi-Factor Quant model.
Why Invest in Franklin India Multi-Factor Fund?
Here are some compelling reasons:
Systematic Decision-Making
Reduces emotional bias via a data-driven quant model.
Factor Diversification
Balances risk across Quality, Value, Sentiment, and Alternatives.
Dynamic Adjustments
Continuously evolves based on new data and market shifts.
Robust Stock Selection
Filters companies using fundamental and behavioural metrics.
Risk Management
Employs diversified exposure and negative screening.
Investment Style & Strategy
The fund invests primarily in:
Equity & Equity-Related Instruments: 80% – 100%
Debt & Money Market Instruments: 0% – 20%
Sectors likely to be included: Financials, IT, Consumer Goods, Healthcare, Industrials, and other major growth segments.
Market Cap Exposure: Large, mid, and select small-cap stocks that meet liquidity and data reliability criteria
Fees, Loads & Taxation
Expense Ratio: Check latest factsheet. Exit Load: : If redeemed within 1 year: • Up to 10% of units: Nil • Beyond 10%: 0.50% After 1 year: Nil
Taxation:
Dividend taxable as per income tax slab.
Short-term (<1 year): Taxed at 20%.
Long-term (>1 year): Tax-free up to ₹1.25 lakh; beyond that taxed at 12.5% without indexation.
Dealing with the Pain Points of Investors
Investor Concern
Fund’s Solution
Market Timing
Eliminates timing bias through rule-based quant model.
Stock Selection Confusion
Multi-factor process ensures objective selection.
Volatility Risk
Diversified factor exposures smooth out performance.
Human Biases
Model decisions override emotional behaviour.
Inconsistent Returns
Continuous rebalancing aligns with updated data.
Franklin India Multi-Factor Fund
Q1. What makes this fund different from others?
It uniquely combines fundamental and behavioural metrics in a quantitative model, blending multiple factors for balanced, data-driven stock selection.
Q2. Who manages the fund?
Managed by Arihant Jain, B.E. (Hons.), BITS Pilani, CFA Charterholder — with experience in quantitative strategies at Franklin Templeton, MSCI, and Morgan Stanley
Q3. What is the benchmark for performance comparison?
The fund is benchmarked against BSE 200 TRI.
Q4. Is SIP available?
Yes, the fund supports SIP, Flexi SIP, Step-Up SIP, STP, and SWP facilities
Q5. Is this fund suitable for short-term goals?
No. It’s designed for long-term investors who seek quantitative, data-driven exposure to equity markets.
The Franklin India Multi-Factor Fund brings a scientific, disciplined approach to equity investing—ideal for investors who want data over emotions. By using four factor pillars—Quality, Value, Sentiment, and Alternatives— it seeks consistent, risk-adjusted growth across market cycles.
Disclaimer This article is for informational purposes only and does not constitute financial advice. Past performance is not a guarantee of future returns. Before investing, you should consult a qualified financial advisor, consider your risk tolerance, investment horizon, and review the latest scheme documents, factsheet and disclosures from Franklin India Mutual Fund.
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