Franklin Templeton Investment Funds Equity Franklin India Fund LU0231204701 31 August 2021

Fund Fact Sheet

For Professional Client Use Only. Not for distribution to Retail Clients. Fund Overview Performance

Base Currency for Fund USD Performance over 5 Years in Share Class Currency (%) Total Net Assets (USD) 1.44 billion Franklin India Fund I () USD MSCI India Index-NR Fund Inception Date 25.10.2005 200

Number of Issuers 45 180 Benchmark MSCI India Index-NR 160 Investment Style Blend Morningstar Category™ India Equity 140 Summary of Investment Objective 120

The Fund aims to achieve long-term capital appreciation by 100 principally investing in equity securities of companies of any size located or performing business predominately in India. 80 Fund Management 60 08/16 02/17 08/17 02/18 08/18 02/19 08/19 02/20 08/20 02/21 08/21 Sukumar Rajah: Singapore Discrete Annual Performance in Share Class Currency (%) Ratings - I (acc) USD 08/20 08/19 08/18 08/17 08/16 08/21 08/20 08/19 08/18 08/17 Overall Morningstar Rating™: I (acc) USD 53.68 3.31 -9.75 -0.35 12.92 Asset Allocation Benchmark in USD 53.15 3.00 -7.64 7.12 17.46 Performance in Share Class Currency (%) Cumulative Since 1 Mth 3 Mths 6 Mths YTD 1 Yr 3 Yrs 5 Yrs Incept I (acc) USD 8.00 10.33 21.17 24.53 53.68 43.28 61.24 518.48 % Benchmark in USD 10.94 11.12 22.35 25.75 53.15 45.68 83.30 371.80 Equity 103.05 Category Average 7.59 10.63 20.10 25.82 52.53 37.90 66.00 355.61 Cash & Cash Equivalents -3.05 Calendar Year Performance in Share Class Currency (%) 2020 2019 2018 2017 2016 I (acc) USD 13.92 8.35 -14.74 39.23 2.82 Benchmark in USD 15.55 7.58 -7.31 38.76 -1.43 Past performance is not an indicator or a guarantee of future performance. All performance data shown is in the currency stated, include reinvested dividends and are net of management fees. Sales charges and other commissions, taxes and other relevant costs paid by the investor are not included in the calculations. When performance for either the portfolio or its benchmark has been converted, different foreign exchange closing rates may be used between the portfolio and its benchmark. Top Ten Holdings (% of Total) Fund Measures Issuer Name Price to Earnings (12-mo 32.10x LTD 9.39 Trailing) ICICI BANK LTD 8.78 Price to Book 4.49x HDFC BANK LTD 6.36 Price to Cash Flow 16.00x LTD 5.53 Historical 3 Yr Sales Growth 8.57% LARSEN & TOUBRO LTD 4.90 Estimated 3-5 Yr EPS Growth 24.77% TATA CONSULTANCY SERVICES LTD 4.84 Price to Earnings (12-mo 31.74x LTD 4.41 Forward) LTD 3.65 Standard Deviation (5 Yrs) 21.79% LTD 3.45 Sharpe Ratio (5 Yrs) 0.41 ULTRATECH CEMENT LTD 3.43 Tracking Error (5 Yrs) 5.77% Information Ratio (5 Yrs) -0.50 Beta (5 Yrs) 0.99 Share Class Information (For a full list of available share classes, please visit our local website) Fees Fund Identifiers TER (%) Max. Annual Share Class Incept Date NAV 31.07.2021 Charge (%) Bloomberg ID ISIN Valoren I (acc) USD 25.10.2005 USD 61.86 0.99 0.70 FRAINIA LX LU0231204701 2302260

Address Phone E-Mail Web Stockerstrasse 38 +41 (0)44 217 81 81 [email protected] www.franklintempleton.ch CH-8002 Zurich Franklin India Fund 31 August 2021

For Professional Client Use Only. Not for distribution to Retail Clients. Composition of Fund Franklin India Fund MSCI India Index-NR Sector % of Total Market Capitalisation Breakdown in USD % of Equity Financials 30.68 / 26.19 <2.0 Billion 3.40 Consumer Discretionary 16.39 / 7.50 2.0-5.0 Billion 11.29 Information Technology 14.23 / 18.23 5.0-10.0 Billion 12.43 Consumer Staples 11.62 / 9.48 10.0-25.0 Billion 14.58 Materials 8.82 / 9.99 25.0-50.0 Billion 21.77 Industrials 6.12 / 4.29 >50.0 Billion 35.66 Health Care 5.75 / 5.43 N/A 0.88 Communication Services 3.83 / 3.24 Real Estate 3.53 / 0.29 Performance Attribution by Security Others 2.09 / 15.36 01.09.2020-31.08.2021 Total Effect Cash & Cash Equivalents -3.05 / 0.00 5 Largest Contributing Securities LTD 2.98 Performance Attribution by Sector 01.09.2020-31.08.2021 Total Effect HINDALCO INDUSTRIES LTD 1.36 Energy 3.69 ULTRATECH CEMENT LTD 1.30 Consumer Discretionary 3.23 LTD 1.11 Materials 1.36 * INDIA LTD 0.88 Health Care 1.30 5 Smallest Contributing Securities Utilities 0.82 * LTD -0.55 Industrials 0.72 MOTILAL OSWAL FINANCIAL SERVICES LTD -0.66 Real Estate 0.51 * LTD -0.92 Consumer Staples 0.14 * LTD -0.94 Communication Services -0.63 LTD -0.97 Information Technology -1.28 *Security not held in the portfolio at the end of the reporting period. Financials -2.27 Cash & Other Net Assets -0.52

Largest Contributing Securities 01.08.2021-31.08.2021 Contribution to Return % Tata Consultancy Services Limited Software & Services India 0.91 HDFC Bank Limited Banks India 0.73 Infosys Limited Software & Services India 0.69 Hindustan Unilever Limited Household & Personal Products India 0.61 ICICI Bank Limited Banks India 0.55 Axis Bank Limited Banks India 0.52 Enterprise Limited Health Care Equipment & Services India 0.41 Bharti Airtel Limited Telecommunication Services India 0.41 Kotak Mahindra Bank Limited Banks India 0.41 Limited Food Beverage & Tobacco India 0.37 Smallest Contributing Securities 01.08.2021-31.08.2021 Contribution to Return % Motilal Oswal Financial Services Limited Diversified Financials India -0.27 Bosch Limited Automobiles & Components India -0.07 Godrej Properties Limited Real Estate India -0.07 Limited Pharmaceuticals Biotechnology & Life Sciences India -0.06 Aditya Birla Fashion & Retail Ltd. Consumer Durables & Apparel India -0.04 Crompton Greaves Consumer Electricals Ltd. Consumer Durables & Apparel India -0.04 Burger King India Ltd. Consumer Services India -0.03 Indian Hotels Co. Ltd. Consumer Services India -0.02 Tata Motors Ltd Class A Automobiles & Components India -0.01 Ltd Materials India -0.01

What Are the Key Risks? The value of shares in the Fund and income received from it can go down as well as up and investors may not get back the full amount invested. Performance may also be affected by currency fluctuations. Currency fluctuations may affect the value of overseas investments. The Fund invests mainly in equity and equity-related securities of a single emerging country. Such Indian securities have historically been subject to significant price movements, frequently to a greater extent than equity markets globally. As a result, the performance of the Fund can fluctuate significantly over relatively short time periods. Other significant risks include: foreign currency risk, emerging markets risk, liquidity risk. For full details of all of the risks applicable to this Fund, please refer to the “Risk Considerations” section of the Fund in the current prospectus of Franklin Templeton Investment Funds. Important Information Data as of 31 August 2021, unless otherwise stated. This document is intended to be of general interest only and does not constitute legal or tax advice nor is it an offer for shares or invitation to apply for shares of the Luxembourg-domiciled SICAV Franklin Templeton Investment Funds. Nothing in this document should be construed as investment advice. Subscriptions to shares of the Fund can only be made on the basis of the current Key Investor Information Document (KIID), the full prospectus of the Fund, accompanied by the latest available audited annual report and the latest semi-annual report, if published thereafter. The value of shares in the Fund and income received from it can go down as well as up, and investors may not get back the full amount invested. Past performance is not an indicator or a guarantee of future performance. Currency fluctuations may affect the value of overseas investments. When investing in a fund denominated in a foreign currency, your performance may also be affected by currency fluctuations. An investment in the Fund entails risks which are described in the Fund’s prospectus and Key Investor Information Document. In emerging markets, the risks can be greater than in developed markets. Investments in derivative instruments entail specific risks that may increase the risk profile of the fund and are more fully described in the Fund’s prospectus. No shares of the Fund may be directly or indirectly offered or sold to residents of the United States of America. Any research and analysis contained in this document has been procured by Franklin Templeton for its own purposes and is provided to you only incidentally. References to particular industries, sectors or companies are for general information and are not necessarily indicative of a fund’s holding at any one time. Please consult your financial advisor before deciding to invest. A copy of the latest prospectus, of the Key Investor Information Document, the annual report and semi-annual report, if published thereafter can be found, on our website www.franklintempleton.ch or can be obtained, free of charge, from Franklin Templeton Switzerland Ltd, a Member of Franklin Templeton, Stockerstrasse 38, CH-8002 Zurich, Tel +41 44 217 81 81 / Fax +41 44 217 81 82, [email protected]. Paying agent in Switzerland is BNP Paribas Securities Services, Paris, succursale de Zurich, Selnaustrasse 16, 8002 Zurich. Issued by Franklin Templeton Switzerland Ltd, a company authorized and regulated by the Swiss Financial Market Supervisory Authority FINMA as representative of Franklin Templeton Investment Funds. References to indices are made for comparative purposes only and are provided to represent the investment environment existing during the time periods shown. An index is unmanaged and one cannot invest directly in an index. The performance of the index does not include the deduction of expenses and does not represent the performance of any Franklin Templeton fund.

www.franklintempleton.ch Franklin India Fund 31 August 2021

For Professional Client Use Only. Not for distribution to Retail Clients. Important Information (continued) Net Returns (NR) include income net of tax withholding when dividends are paid. All MSCI data is provided “as is.” The Fund described herein is not sponsored or endorsed by MSCI. In no event shall MSCI, its affiliates or any MSCI data provider have any liability of any kind in connection with the MSCI data or the Fund described herein. Copying or redistributing the MSCI data is strictly prohibited. Ratings: © Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Negative Cash Weightings: The negative cash position reflects a temporary position that is a result of a delay in securities settlement transactions. Top Ten Holdings: These securities do not represent all of the securities purchased, sold or recommended for clients, and the reader should not assume that investment in the securities listed was or will be profitable. The portfolio manager for the Fund reserves the right to withhold release of information with respect to holdings that would otherwise be included in the top holdings list. TER: A fund’s Total Expense Ratio (TER) is a measure of its total costs and fees expressed as a percentage of the average net assets of the fund in the previous financial year and with reference to the asset class shown in the performance table. As of 31 August 2021. Calculation method according to Luxembourg law. The TER as of fiscal year-end is published in the latest available annual report and the latest semi-annual report, if published thereafter, for Switzerland and is calculated according to SFAMA guidelines. Distribution of Dividends: The Board of Directors intends to distribute all of the income attributable to the Distribution Shares. No distribution of dividends shall be made for the Accumulation Shares (acc), however the income attributable will be reflected in the increased value of the Shares. Dividends may be paid monthly (Mdis), quarterly (Qdis), or annually (Ydis). Composition of Fund: Market Capitalisation Breakdown: Where applicable “N/A” represents the percentage of the portfolio's equity positions for which market cap information was not available at publication date.

© 2021 Franklin Templeton. All rights reserved. www.franklintempleton.ch