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

ParameterDetails
Fund NameFranklin India Multi-Factor Fund
CategoryEquity- Thematic
Scheme TypeAn open-ended equity scheme following a multi-factor
based quantitative investment strategy.
Fund ManagerArihant Jain
Min Investment₹5,000
Additional Investment₹1,000
Open DateNovember 10, 2025
Close DateNovember 24, 2025
Benchmark IndexBSE 200 TRI
Exit Load0.50% if redeemed within 1 year
NAV CalculationDaily
Risk LevelVery 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:

  1. Dividend taxable as per income tax slab.
  2. Short-term (<1 year): Taxed at 20%.
  3. 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 ConcernFund’s Solution
Market TimingEliminates timing bias through rule-based quant model.
Stock Selection ConfusionMulti-factor process ensures objective selection.
Volatility RiskDiversified factor exposures smooth out performance.
Human BiasesModel decisions override emotional behaviour.
Inconsistent ReturnsContinuous 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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