Introduction to UTI SIP

2

UTI MID-CAP

Change in exit load to 1% if redemption in 548 days as compared to previous 1% within 1 year

Good for capital appreciation in long term by investing in mid cap stocks.

Open ended equity scheme Existence of growth as well as dividend option with

payout and re-investment facilities Benchmark index is CNX midcap index Top holdings in Eicher motors, SRF, CEAT Fund Manager – Anoop Bhaskar Minimum Initial Inv – Rs 5000, Subsequent Inv – Rs

1000

3

UTI BANKING SECTOR

Invested in large PSU, leading private sector banks and other companies in the financial services sector

Open ended equity scheme Suitable for people with the aim of long term

capital appreciation. Benchmark Index – CNX Bank Index 52 week range 14.87 – 26.71(NAV) Relatively lower NAV when compared to peers Top holdings in ICICI, HDFC, SBI & AXIS Fund Manager – Lalit Nambiar

4

UTI INFRASTRUCTURE FUND

Open ended equity scheme Post budget lot of emphasis on infra projects

and also relaxation of CRR and SLR norms by RBI to lenders has also boosted this sector.

Good in case the investment horizon is for long term.

Benchmark S&P BSE 100 Top holdings in L& T, SBI, Axis Bank, ONGC etc Change in exit load to 1% if redemption in 548

days as compared to previous 1% within 1 year Fund size, the largest vis a vis the peers Fund Manager – Sanjay Dongre

5