The growing role of technology and data in the investment world is becoming more visible with every new fund launch.
Reflecting this trend, Franklin Templeton India introduced its latest offering — the Franklin India Multi-Factor Fund (FIMF) — on November 4, 2025.
This is an open-ended equity scheme that uses a data- and technology-based investment strategy. The main aim of the fund is to help investors build long-term wealth while keeping a balanced risk profile.
About the Franklin India Multi-Factor Fund
The Franklin India Multi-Factor Fund (FIMF) is designed to balance returns and risk using a quantitative model. This approach relies on data and calculations instead of emotions or market speculation.
The fund invests in India’s top 500 listed companies and selects stocks based on four key factors — Quality, Value, Sentiment, and Alternatives.
Its goal is to offer steady and reasonable returns by combining data accuracy with the experience of fund managers.
NFO Details
Opening Date: November 10, 2025
Closing Date: November 24, 2025
Price per Unit: ₹10
During the NFO period, investors can purchase fund units at this price.
Technology Meets Investment Expertise
At the launch, Avinash Satwalekar, President of Franklin Templeton India, said that technology has become an essential part of investment strategies.
Tools like data analytics and artificial intelligence (AI) now help portfolio managers spot better investment opportunities.
He explained that this fund can adapt to different market cycles, ensuring investors receive consistent returns despite market ups and downs.
Adam Petrick, Executive Vice President and Head of Franklin Templeton Investment Solutions, highlighted that the company manages over US$98 billion in assets and has more than 160 years of investment experience.
He added, “Our team combines indicators like ROE (Return on Equity), valuation, and earnings momentum with macroeconomic factors to create a balanced, data-driven investment strategy. Human oversight ensures every decision remains well-judged.”
A Disciplined, Multi-Factor Approach
Arihant Jain, the fund manager, explained that the model uses over 40 factors, including:
Quality: Company strength and fundamentals
Value: Comparison between price and intrinsic value
Sentiment: Market mood and investor confidence
Alternatives: Elements like volatility and economic cycles
Since different factors perform better in different market phases, this multi-factor approach helps spread risk and minimize potential losses.
The model also considers the sector, size, style, and risk profile of companies to avoid overexposure in any one area.
This fund is ideal for investors who prefer data-backed, disciplined investing rather than relying solely on market trends or emotions.
FIMF aims to adjust to market conditions, maintain stable returns, and minimize risk — making it a smart, technology-driven option for long-term investors.
