October 29, 2025
RA Jainee
Franklin Templeton Multi-Factor Fund Direct-Growth
Franklin Templeton Multi-Factor Fund Direct-Growth snapshot
| NFO opens on | 10 November 2025 |
| NFO Closes on | 24 November 2025 |
| Min. Investment | Rs. 5000 |
| Plans | Growth, IDCW |
| “Quant-based, multi-factor strategy — good for long-term investors seeking diversification beyond traditional active funds.” |
⏱️ Last Update: 18 November 2025, 10.00 AM
Table of Contents:
1. NFO Open date, Close date
2. NFO Investment Strategy
3. Basic Details NFO
4. Benchmark Index NFO
5. Fund Manager | Performance Review of Fund Manager
6. Should You Invest in this NFO?
7. Invest Online
What is the Franklin Templeton Multi-Factor Fund Direct Growth Open Date, Close Date?
NFO opens on November 10, 2025
NFO will close on November 24, 2025
Investment Strategy for this NFO?
The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments based on multi-factor quantitative investment strategy.
Basic Details
| Fund House | Franklin Templeton Mutual Fund |
| Issue Open | 10 November 2025 |
| Issue Close | 24 November 2025 |
| Type | Open-ended |
| Category | Equity: Thematic |
| Min. Investment(₹) | 5,000 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | For units in excess of 10% of the investment, 0.5% will be charged for redemption within 1 year |
| Riskometer | Very High |
| Benchmark | BSE 200 TRI |
About Benchmark Index for this NFO?
The BSE 200 index is designed to measure the performance of the top 200 companies listed at BSE Ltd., based on size and liquidity across sectors.
Methodology Overview
1. • The index is derived from the constituents of the BSE 500. The inclusion of DVRs in the index will result in more than 200 stocks in the
index. However, the number of companies in the index remains fixed at 200.
2. • The following company data points are calculated for each eligible company for Index Construction.
3. • Average daily total market capitalization
4. • Annualized traded value
5. • Trading frequency
For complete details please view the Methodology document at
https://www.bseindices.com/Downloads/BSE_Indices_Methodology.pdf
Quick Facts
| Launch Date | 27th May 1994 |
| First Vlaue Date | 2nd January 1991 |
| Base Value | 100 |
| Number of Constituents | 200 |
| Reconstitution Frequecy | Semiannually in June and December |
| Weighting Method | Float -adjusted market cap weighted |
| Index Universe | BSE 500 |
| Calculation Currencies | INR, AUD, USD |
Fund Managers of Franklin Templeton Multi-Factor Fund Direct Growth
1) Arihant Jain
Education: Bachelor of Engineering (Hons) , BITS Pilani CFA Charter Holder , CFA Institute.
Experience: Prior joining the Franklin India AMC. he was associated with MSCI Ltd, Morgan Stanley Ltd, Quant One Ltd.
AMC
Franklin Templeton Asset Management India Private Ltd
Address: Unit No.202/203/204, 2nd Floor Dalamal Tower, Plot No. 211 Free Press Journal Marg, Nariman Point Mumbai – 400013
Website: http://www.franklintempletonindia.com
Registrar & Transfer Agent
Computer Age Management Services Ltd.
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai – 600002
Website: www.camsonline.com
Review for Franklin Templeton Multi-Factor Fund Direct Growth @ sahifund.com by Paresh Gordhandas, C.A. & Research Analyst
[ A ] Benchmark Performance of BSE 200 TRI
Performance
| INDEX LEVEL | RETURNS | ANNUALIZED RETURNS | ||||||
| 1 MO | 3 MOS | YTD* | 1 YR | 3 YRS | 5 YRS | 10 YRS | ||
| TOTAL RETURNS | 14429.13 | 1.21% | -3.20% | 3.33% | -5.13% | 15.57% | 20.05% | 14.26% |
| PRICE RETURNS | 11179.79 | 1.19% | -3.56% | 2.28% | -6.26% | 14.12% | 18.51% | 12.80% |
Risk
| Index Level | Annualised Risk | ANNUALIZED RISK-ADJUSTED RETURNS | ||||||
| 1 YRS | 3 YRS | 5 YRS | 10 YRS | 1 YRS | 3 YRS | 5 YRS | 10 YRS | |
| Total Returns | 14.24% | 12.83% | 13.78% | 16.72% | -0.36 | 1.2 | 1.46 | 0.85 |
| Price Returns | 14.28% | 12.81% | 13.78% | 16.75% | -0.44 | 1.09 | 1.34 | 0.76 |
Fundamentals
| PE | PB | DIV. YIELD% |
| 23.2 | 4.19 | 1.19 |
Index Characteristics
| NUMBER OF CONSTITUENTS | – |
| CONSTITUENT MARKET CAP [INR CRORE] | |
| MEAN TOTAL MARKET CAP | 167985.01 |
| LARGEST TOTAL MARKET CAP | 1845558.67 |
| SMALLEST TOTAL MARKET CAP | 25618.01 |
| MEDIAN TOTAL MARKET CAP | 99680.99 |
| WEIGHT LARGEST CONSTITUENT [%] | 8.9 |
| WEIGHT TOP 10 CONSTITUENTS [%] | 38.03 |
Past Performance of Arihant Jain
As on 29-10-2025
[B] Review of Fund Managers
Arihant Jain
- Background: Bachelor of Engineering (Hons) , BITS Pilani CFA Charter Holder, CFA Institute., Prior joining the Franklin India AMC. he was associated with MSCI Ltd, Morgan Stanley Ltd, Quant One Ltd.
🧾 SahiFund NFO Verdict — Franklin Templeton Multi-Factor Fund (Direct-Growth)
The Franklin Templeton Multi-Factor Fund adopts a quantitative, rule-based strategy that blends multiple factors such as value, quality, momentum, and low volatility to construct a diversified portfolio. Its benchmark, BSE 200 TRI, reflects India’s large- and mid-cap performance, showing 5-year CAGR of ~20% and 10-year CAGR of ~14%, despite a recent 1-year dip (-5%) due to global market volatility and high valuations.
With moderate valuations (P/E 23.2, P/B 4.19) and broad sector diversification, the future trend of the benchmark remains constructive, supported by India’s strong corporate earnings cycle and economic growth outlook. The fund’s quant-driven model may help reduce behavioral biases and improve consistency across market phases.
Fund manager Arihant Jain (CFA, BITS Pilani) brings experience in quantitative and factor investing from MSCI and Morgan Stanley, enhancing confidence in model-based execution. This NFO suits investors with a 5+ year horizon seeking data-backed diversification across factors and sectors, rather than pure active management.
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Is it good to invest in Franklin Templeton Multi-Factor Fund Direct Growth NFO?
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