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 – 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

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