Invest in UTI Hybrid Equity Fund | Hybrid Mutual Funds | UTI Mutual Fund

Information Classification: UTI AMC - Private
Riskometer
This product is suitable for investors who are seeking*:
• Long term capital appreciation
• Investment in equity instruments (maximum-80%) and fixed
income securities (debt and money market securities)
* Investors should consult their financial advisers if in doubt about
whether the product is suitable for them
UTI Hybrid Equity Fund
(An open ended hybrid scheme investing predominantly in equity and equity related instruments)
MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS,
READ ALL SCHEME RELATED DOCUMENT CAREFULLY.
(An open ended hybrid scheme investing
predominantly in equity & equity
related instruments)
This product is suitable for investors who are seeking*:
• Investment in equity instruments (maximum - 80%)
and fixed income securities (debt and money market securities)
Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Riskometer
Fund Benchmark
Risk-o-meter for the fund is based on the portfolio ending December 31, 2022. The Risk-o-meter of the fund/s is/are evaluated on
monthly basis and any changes to Risk-o-meter are disclosed vide addendum on monthly basis, to view the latest addendum on
Risk-o-meter, please visit addenda section on https://utimf.com/forms-and-downloads/

Rationale for Hybrid Equity Fund
Asset allocation
with debt & equity
Active allocation
within stated limits
Upside of equity with
limited downside risk
Long term wealth
creation
2

Why Asset allocation ?
2% 2%
4.60%
91.5%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Market timing Other Stock Selection Asset Allocation
Diversification
Risk Mitigation
No need for
market timing
Key driver of investment returns Key driver of other investment objectives
Source: www.KefferFinancialPlanning.com
3

Equity vs Debt - Performance in alternate cycle (I)
o Difficult to predict cycles in any given market environment.
o Investors can hedge their portfolio risk through asset class diversification
Values rebased to 100. Data from Dec 31, 2009 to Dec 30, 2022, source: ICRA MFI Explorer.
Past performance may or may not be sustained in the future
4
214
405
Dec-09
Dec-10
Dec-11
Dec-12
Dec-13
Dec-14
Dec-15
Dec-16
Dec-17
Dec-18
Dec-19
Dec-20
Dec-21
Dec-22
Nifty 10 year G Sec Nifty 50 Total Returns Index

Equity vs Debt - Performance in alternate cycle (II)
o Winners keep rotating
o Assets with relatively lesser or negative correlation can provide coverage from extreme behavior
The above asset classes though are not strictly comparable as they have different risk profile.
Calendar year returns in % terms. Source: ICRA MFI Explorer, Past performance may or may not be sustained in the future
5
19
-24
29
8
33
-3
4
30
5
13
16.01
26
6
4 3
11
-1
15
7
15
0.34
6
10
8
1 0.40
-30
-20
-10
0
10
20
30
40
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Nifty 50 TRI Nifty 10 yr Gsec Index

Allocation to hybrid has a merit
Data as of December 30, 2022, source: ICRA MFI Explorer. Past performance may or may not be sustained in the future
o Equity Market volatility is difficult to be predicted. Allocation to hybrid can be a solution.
o Hybrid brings growth potential with stability from debt
6
5.71%
15.23% 15.52%
12.85%
0.52% 0.59%
3.43%
5.13%
4.92%
11.18%
13.05%
11.38%
0.00%
2.00%
4.00%
6.00%
8.00%
10.00%
12.00%
14.00%
16.00%
18.00%
1 yr 2 yrs 3 yrs 5 yrs
Nifty 50 TRI Nifty 10 yr G Sec NIFTY 50 Hybrid Composite Debt 65:35 Index

Presenting Hybrid Equity Fund - among hybrid funds
UTI Arbitrage Fund
UTI Regular Savings Fund
UTI Equity Savings Fund
UTI ULIP CCF-Savings RBP
UTI Multi Asset Fund
UTI CCF Investment
Risk
Return
Equity for growth potential & debt for stability
factor
7

Value Philosophy
8
RoCE > Cost of Capital
- Past Track Record
- Future Growth Potential
Valuation
- Below historical averages
- Relative value
Sound Businesses
- Fundamentally resilient
- Corporate Governance
A disciplined valuation approach that attempts to benefit from the fluctuations in
the valuation cycle of stocks
01 02 03
CORE TENETS

Exclusion Filter
9
Poor operating cash
flow and/or weak
RoCE through an
entire cycle
Weak corporate
governance or poor
treatment of minority
shareholders
Companies with
debt servicing
challenges
Mature
businesses with
at expensive
valuations
Companies that
could experience a
significant decline in
terminal value

Investment Strategy
10
UTI Hybrid
Equity Fund
Relative valuation versus
History or peer
Preferred metric for quality
companies provides margin
of safety
Growth opportunities at
reasonable valuations
Preferred metric for picking
mid & small-caps
Mean reversion
Exposure to companies, preferably
leaders, when the cycle is adverse
in order to benefit from mean
reversion

Investment Strategy (contd.)
Margin of safety – stocks trading cheaper relative to their history or peers
Sector selection – Top-down approach to picks sectors available at below
mean valuations with reasonable prospects
1
2
3
4
5 Valuation metrics - The P/E and RoE of the portfolio would be
significantly lower than the values for benchmark index reflecting the
investment strategy
In picking mid and small cap stocks, the strategy displays heightened
sensitivity to cash flow, leverage and growth attributes to manage risk
Evaluate businesses based on their ability to generate RoCEs >
Cost of Capital over the entire cycle & benefit from mean reversion
11

Market Cap
Internal Limits*
Portfolio Turnover
Biased to Large cap stocks
Large Cap: 65-75%, Mid and Small Cap: 25-35%
^% Allocations for equity portfolio only
Single Sector – Lower of 35% or Benchmark plus 12%
Single Stock – Maximum of 10%
Top 10 Stocks – Maximum of 55%
05
Investment Style
01
Relative Value
Preference for stocks trading cheaper relative to
their history/ peers/ growth potential
Stock/Sector Selection
02
03
04
Blend Approach
Sector Selection : Top-down &
Stock Selection : Bottom-up
Moderate Churn
Moderate churn portfolio aiming for sustainable alpha
generation over the long-term
Investment Framework
*The weights and exposure refers to only equity portion of the scheme
12

Growth : ₹1,000/- and in multiples of ₹1/-
IDCW : ₹ 5,000/- and in multiples of ₹1/-
Subsequent min. investment,
₹ 1,000/- and in multiples of ₹1/-
IDCW : Income distribution cum capital
withdrawal plan
Equity Portion: Mr. V Srivatsa
Debt Portion: Mr. Sunil Patil
An open ended hybrid scheme
investing predominantly in equity &
equity related instruments
Type of scheme
Jan 02, 1995
Fund Inception
Fund Manager
CRISIL Hybrid 35+65 Aggressive
Benchmark
Minimum Investment
Instruments
Indicative Allocation
(% of total assets)
Risk Profile
Equity & Equity Related
instruments
65% 80%
Medium to
High
Debt& Money market
instruments (including
securitised debt*)
20% 35%
Low to
Medium
Units issued by REITs & InvITs 0% 10%
Medium to
High
Investment Objective
To generate long term capital appreciation by investing
predominantly in equity and equity related securities of
companies across the market capitalization spectrum. Also
invests in debt and money market instruments with a view to
generate regular income.
Asset Allocation
Refer Scheme Information Document for more details
^Benchmark changed with effect from 01st Dec 2021.
UTI Hybrid Equity Fund - Snapshot
13

Fund Size:
Monthly Avg. AUM : ₹ 4,469 Crores
Last Day AUM : ₹ 4,417 Crores
Fund Snapshot
Market Capitalisation (%)
Quantitative Indicators
33.4% / 52.00%
Top 5 / Top10 Stocks
71.796% / 90.30%
Top 5 / Top 10 Sectors
Fund Facts (contd.)
OCF
C1 : 76%
C2 : 23%
C3 : 1%
ROCE
R1 : 49%
R2 : 33%
R3 : 18%
Portfolio Composition#
Fund
Beta : 1.10
SD : 15.93
PTR (Annual) : 0.28
Sharpe Ratio : 0.59
Large cap: 69.13 Mid cap : 20.62
Small cap: 10.25
S&P BSE 200
UTI Hybrid
Equity Fund
Return on
Equity
Price to
Earnings
Price to
Book
No. of Stocks : 59
Active Share : 64.11%
Avg. AuM – Average Asset under Management, BM – Benchmark, SD – Standard Deviation, PTR – Portfolio Turnover Ratio, OCF – Operating Cash Flow, ROCE – Return on Capital
Employed. # Operating Cash Flow Tiers (C)- 3 Tiers based on the number of years in which they have generated positive operating cash flows in the previous 5 years (for
manufacturing companies). RoCE/ Implied RoE Tiers (R) - 3 Tiers based on the previous 5 year average return on capital (for manufacturing companies & non-lending non banking
finance companies (NBFCs)) & based on the previous 5 year average return on asset for banks & NBFCs (including housing finance companies).
All data is as of December 31, 2022.
*The equity exposure in the scheme is rebased to 100
14
9.25
3.73
33.99
23.67
18.70
16.58

Equity Top 20 Holdings
Stock Name Sector
% To
NAV
PHOENIX MILLS LTD Realty 1.32
APOLLO TYRES LTD Automobile 1.27
FORTIS HEALTHCARE LTD Healthcare 1.27
CESC LTD Power 1.20
FIRSTSOURCE SOLUTIONS LTD IT 1.06
ECLERX SERVICES LTD Services 1.05
AJANTA PHARMA LTD Healthcare 0.99
GHCL LTD Chemicals 0.90
ERIS LIFESCIENCES LTD Healthcare 0.89
TECHNO ELECTRIC & ENGINEERING Construction 0.80
NIPPON LIFE INDIA ASSET MANAGE Financial Services 0.72
S.P.APPARELS LTD Textiles 0.68
PNC INFRATECH LTD Construction 0.66
PRESTIGE ESTATES PROJECTS LTD Realty 0.66
MOTHERSON SUMI WIRING INDIA LT Automobile 0.56
ESCORTS KUBOTA LTD Capital Goods 0.48
G R INFRAPROJECTS LTD Construction 0.47
Portfolio above shows Top 20 equity holdings under the scheme, for detailed portfolio visit www.utimf.com
Act. Wt % - Active Weight % (as compared to the S&P BSE 200). Data as of December 31, 2022.
* The equity exposure in the scheme is rebased to 100
Stock Name Sector
% To
NAV
Act. Wt
%
HDFC BANK LIMITED Financial Services 8.79 2.12
ICICI BANK LTD Financial Services 8.08 2.30
INFOSYS LTD IT 5.99 0.85
STATE BANK OF INDIA Financial Services 5.36 3.22
LARSEN & TOUBRO LTD Construction 5.18 2.84
ITC LTD FMCG 4.74 2.02
HDFC LTD Financial Services 3.75 -0.71
HCL TECHNOLOGIES LTD IT 3.74 2.72
AXIS BANK LTD Financial Services 3.42 1.02
MAHINDRA & MAHINDRA
LTD
Automobile 2.95 1.84
HINDALCO INDUSTRIES LTD Metals & Mining 2.81 2.17
BHARTI AIRTEL LTD Telecommunication 2.11 0.27
RELIANCE INDUSTRIES LTD Oil & Gas 1.72 -6.46
INDUSIND BANK Financial Services 1.60 0.86
BAJAJ AUTO LTD Automobile 1.39 0.95
CIPLA LTD Healthcare 1.36 0.82
TATA MOTORS - DVR Automobile 1.35 1.26
PHOENIX MILLS LTD Realty 1.32 1.32
APOLLO TYRES LTD Automobile 1.27 1.27
FORTIS HEALTHCARE LTD Healthcare 1.27 1.27
Portfolio (Equity)
15
Unique Stocks
(As compared to S&P BSE 200 –
Equity Component of the benchmark )

Sectoral Breakdown (%)
(As compared to Benchmark)
Data as of December 31, 2022
*The equity exposure in the scheme is rebased to 100
Active Stock Position
(As compared to Benchmark)
Overweight (Top 5)
Underweight (Top 5)
Stock Name Sector
% To
NAV*
Act. Wt
%
STATE BANK OF INDIA Financial Services 5.36 3.22
LARSEN & TOUBRO LTD. Construction 5.18 2.84
HCL TECHNOLOGIES LTD. IT 3.74 2.72
ICICI BANK LTD Financial Services 8.08 2.30
HINDALCO INDUSTRIES LTD. Metals & Mining 2.81 2.17
Stock Name Sector
% To
NAV*
Act.
Wt %
RELIANCE INDUSTRIES LTD. Oil & Gas 1.72 -6.46
TATA CONSULTANCY
SERVICES LTD.
IT - -3.11
KOTAK MAHINDRA BANK LTD. Financial Services - -2.43
HINDUSTAN UNILEVER LTD FMCG - -2.13
BAJAJ FINANCE LTD. Financial Services - -1.63
Portfolio (Equity)
Active Weight
16
0.68
0.92
1.64
1.81
1.84
2.81
2.81
3.15
3.38
3.76
5.41
7.11
7.32
8.70
12.92
35.74
-3.43
-2.19
-0.06
-0.21
0.44
-1.33
-0.16
0.85
-1.70
-1.04
2.25
0.97
1.25
-7.70
-3.04
4.77
2.71
3.19
1.50
2.94
0 10 20 30 40 50 60 70
CONSUMER DURABLES
CONSUMER SERVICES
DIVERSIFIED
MEDIA & ENTERTAINMENT
TEXTILES
CONSTRUCTION MATERIALS
CHEMICALS
SERVICES
POWER
METALS & MINING
REALTY
TELECOMMUNICATION
CAPITAL GOODS
OIL & GAS
FMCG
CONSTRUCTION
HEALTHCARE
AUTO
IT
FINANCIAL SERVICES
UTI - Hybrid Equity Fund

Portfolio Commentary
17
Equity Portfolio:
 Our strategy is based on a top-down approach of identifying sectors trending at attractive valuations
relative to history, coupled with fundamentals and bottom-up of identifying growth oriented small and
mid-cap stocks which are undervalued with regards to its growth.
 We are positive on banking sector given the combination of strong credit growth, reasonable margins
and cyclical lower credit costs coupled with reasonable valuations. We are positive on automobiles given
the strong cyclical upturn in the sector coupled with prospects of better margins and ROCE.
 We have increased our exposure to IT sector given the fall in the valuations and our strong belief of
growth rates being higher than market expectations .
 We also remain cautious of Consumer durables and Services as valuations are still rich and we see near
term pressure on the profitability given high commodity prices.
 We believe that our portfolio is balanced with a focus on Value coupled with Quality which would ensure
sustained outperformance.
Debt Portfolio:
 Intend to follow Accruals strategy.
 Our base case assumption of terminal operational rate between 6.50% - 6.75% range in the next 3 to 6
months period which is largely priced-in.
 In the short to medium part of the curve, we may continue with the existing duration of debt portion and
continue with active duration management based on fund house view on rates.
 Focus on quality and liquidity of the portfolio. Hence, the allocation would primarily be towards sovereign
securities, AAA rated PSUs / Corporates & AA+ rated securities of the issuers with decent track record in
the past

Current Investment Strategy (Fixed Income)
18
For Fixed Income, endeavor is to follow accrual strategy
Aims to invest in well-researched & high-quality issuers along with tactical
allocation to Sovereign Securities, so as to maintain credit quality and liquidity
Fund Manager intends to take incremental Debt exposure in securities with Credit
rating up to “AA+ & above”
Fund Manager takes view on portfolio duration basis interest rate scenario and outlook

Portfolio data as on December 31, 2022. *Yields of all securities are annualized
Top-10 Holdings (Non-Sovereign)
Rating Profile
Average Maturity : 7.15 years
Modified Duration : 4.32 years
Yield to Maturity (YTM*) : 7.63%
Quantitative Indicators
Issuer Name Credit Rating % To NAV
POWER FINANCE CORPORATION LTD. AAA 4.35%
JAMNAGAR UTILITIES & POWER PVT LTD. AAA 4.19%
CANARA BANK AAA 3.50%
NATIONAL HOUSING BANK AAA 2.68%
SUMMIT DIGITEL INFRASTRUCTURE LTD AAA 2.56%
SHRIRAM FINANCE LTD AA+ 2.29%
NABARD AAA 2.24%
CITICORP FINANCE INDIA LTD. AAA 2.22%
TATA MOTORS FINANCE LTD. AA- 2.20%
CHOLAMANDALAM INVESTMENT &
FINANCE COMPANY LTD
AA+ 2.20%
Total 28.44
Portfolio Snapshot (Fixed Income)*
* The debt exposure in the scheme is rebased to 100
19
2%
1%
11%
86%
AA-
AA
AA+
AAA/Sov/Cash

 Around 27 years of Performance track record
- Performance across market cycles
 Portfolio diversification
- Distinct asset class of equity & debt help attain diversification for the portfolio
 Quality Portfolio mix of equity & debt
- Focus on established large cap names & quality debt papers
 Income distribution#
- Long term track record since 2003
 Tax Advantage - tax efficient compared to other avenues ***
-
Suitable for:
 Investors who are seeking long term capital appreciation
 Investors looking to diversify through portfolio mix of equity (for growth) and debt for (limiting downside)
*Past performance may or may not be sustained in the future. # Income withdrawal and capital distribution is subject to trustee’s approval & availability and adequacy of
distributable surplus. Past performance may or may not be sustained in the future ***Subject to prevailing tax laws.
Why invest in UTI Hybrid Equity Fund?
20

Period
Fund Performance Vs Benchmark Growth of ₹10,000/-
Scheme Returns
(%)
B:Crisil Hybrid 35-
65 Aggressive (%)
AB:Nifty 50 Index
(%)
Scheme Returns
(₹)
B:Crisil Hybrid 35-65
Aggressive Index
(₹)
AB: Nifty 50 Index
(₹)
1 Year 5.64 4.79 5.69 10,564 10,479 10,569
3 Years 15.97 13.96 15.51 15,603 14,805 15,418
5 Years 8.58 10.99 12.85 15,095 16,848 18,308
Since
Inception
14.47 NA NA 4,40,729 NA NA
Fund Performance Vs Benchmark (as of 31/12/2022)
Period
Investment Amount
(₹)
Scheme Returns
(%)
B:Crisil Hybrid 35-
65 Aggressive
(%)
AB:Nifty 50
Index (%)
Scheme Returns
(₹)
B:Crisil Hybrid 35-
65 Aggressive
Index (₹)
AB:Nifty 50
Index (₹)
1 Year 1,20,000 9.67 8.61 18.52 1,26,143 1,25,475 1,31,618
3 Years 3,60,000 18.22 14.42 21.58 4,70,554 4,45,817 4,93,104
5 Years 6,00,000 13.85 13.22 17.14 8,48,708 8,35,515 9,19,979
7 Years 8,40,000 12.05 12.63 15.83 12,89,893 13,17,093 14,75,957
10 Years 12,00,000 11.67 12.40 14.43 22,00,808 22,88,541 25,50,683
15 Years 18,00,000 11.47 11.91 13.32 45,48,210 47,21,829 53,31,636
Since
Inception@
21,70,000 11.21 11.75 13.17 66,16,650 70,09,042 81,57,496
Systematic Investment Plan (SIP) Returns (as of 31/12/2022)
Performance Track Record
21
B - Benchmark, AB - Additional Benchmark, TRI - Total Return Index
Past performance may or may not be sustained in future. Different plans shall have a different expense structure. The performance details provided herein are of regular plan (growth option).
Returns greater than 1 year period are Compound Annual Growth Rate (CAGR). Inception of scheme/plan Jan 02, 1995. Date of allotment in the scheme/plan has been considered for inception
date. The current fund manager Mr. V Srivatsa is managing the scheme since November 2009 and Mr. Sunil Patil is managing the scheme since February 2018. Period for which scheme’s
performance has been provided is computed basis last day of the month-end preceding the date of advertisement. In case, the start/end date of the concerned period is a non-business day,
the NAV of the previous date is considered for computation of returns. When scheme/additional benchmark returns are not available, they have been shown as N/A.
Systematic Investment Plan (SIP) returns are worked out assuming investment of ₹10,000/- every month at NAV per unit of the scheme as on the first working day for the respective time periods.

Performance details of other schemes managed by the fund manager – Mr. V Srivatsa
22
Scheme Name Fund Benchmark
1 Year 3 Years 5 Years
Scheme Benchmark Scheme Benchmark Scheme Benchmark
UTI RBP Fund
(Equity Portion)
CRISIL Short Term
Debt Hybrid 60:40
Fund Index
5.29 4.68 11.92 11.21 6.53 9.61
UTI Equity
Savings Fund
(Debt Portion)
Crisil Equity Savings
Index
6.34 5.76 10.11 10.33 - -
UTI Core Equity
Fund
NIFTY Large Midcap
250 TRI
4.57 4.48 18.4 20.04 9.17 11.71
UTI Healthcare
Fund
(Along with Mr
Kamal Gada)
S&P BSE Healthcare
TRI
-12.33 -11.5 20.43 20.47 10.33 9.97
Assuming that all payouts during the period have been reinvested in the units of the scheme at the immediate ex-div NAV. Past performance may or may not be
sustained in future *Compounded annualized Growth Rate. Past performance may or may not be sustained in the future. Returns : as on December 31, 2022. Returns less
than or equal to 1 year are absolute returns. Offshore Funds where the Fund manager is with an advisory arrangement has not been considered. In case of offshore Funds
performance is based on INR NAVs gross of fees.
• Mr.V Srivatsa manages 5 open-ended schemes of UTI Mutual Fund.
• Period for which scheme’s performance has been provided is computed basis last day of the month-end preceding the date of advertisement.
• Different plans shall have a different expense structure. The performance details provided herein are of Growth Option (Regular Plan)
• UTI Equity Savings Fund has been in existence for more than 3 years but less than 5 years.

Performance details of other schemes managed by the fund manager – Mr. Sunil Patil
23
Scheme Name Fund Benchmark
1 Year 3 Years 5 Years
Scheme Benchmark Scheme Benchmark Scheme Benchmark
UTI CCF- Savings
Fund
(Debt Portion)
CRISIL Short Term
Debt Hybrid 60:40
Fund Index
2.67 4.68 9.77 11.21 6.27 9.61
UTI RBP Fund
(Debt Portion)
CRISIL Short Term
Debt Hybrid 60:40
Fund Index
5.29 4.68 11.92 11.21 6.53 9.61
UTI Equity
Savings Fund
(Debt Portion)
Crisil Equity Savings
Index
6.34 5.76 10.11 10.33 - -
UTI Multi Asset
Fund
(Debt Portion)
S&P BSE 200, Gold
& CRISIL Bond Fund
Index
4.42 5.12 9.70 14.09 6.41 11.39
UTI Unit Linked
Insurance Plan
(Debt Portion)
NIFTY 50 Hybrid
Composite Debt
50:50 Index
-2.36 4.51 8.45 11.73 5.56 10.56
• Mr. Sunil Patil manages 6 open-ended schemes of UTI Mutual Fund.
• Period during which the scheme’s performance has been provided is computed based on the last day of the month end preceding the date of advertisement.
• Different plans shall have different expense structures. Compounded annualized performance of Regular – Growth Option as on December 31,2022 is given.
• Past performance may or may not be sustained in the future.
• UTI Equity Savings Fund has been in existence for more than 3 years but less than 5 years.
Assuming that all payouts during the period have been reinvested in the units of the scheme at the immediate ex-div NAV. Past performance may or may not be
sustained in future., *Compounded annualized Growth Rate. Past performance may or may not be sustained in the future.
Returns : as on December 31, 2022.. Returns less than or equal to 1 year are absolute returns. Different plans have different expense structure. The performance
details provided herein are of regular plans.

Product Label
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
#Risk-o-meter for the fund is based on the portfolio ending December 31, 2022. The Risk-o-meter of the fund/s is/are evaluated on monthly basis and any changes to Risk-o-
meter are disclosed vide addendum on monthly basis, to view the latest addendum on Risk-o-meter, please visit addenda section on https://utimf.com/forms-and-downloads/
24
Scheme Name
Benchmark
Name
This product is suitable for investors who are
seeking*
Scheme
Riskometer#
Benchmark
Riskometer
(An open ended hybrid scheme
investing predominantly in equity and
equity related instruments)
CRISIL Hybrid 35+65 -
Aggressive Index
• Investment in equity instruments (maximum - 80%) and
fixed income securities (debt and money market
securities)
UTI Equity Savings Fund
An open ended scheme investing in
equity, arbitrage and debt
CRISIL Equity Savings
Index
• Long term capital appreciation and income
• Investment in equity & equity related instruments,
arbitrage opportunities, and investments in debt and
money market opportunities
UTI Multi Asset Fund
(An open ended scheme investing in
equity, debt and Gold ETFs)
65% S&P BSE 200,10%
price of Gold & 25%
CRISIL Bond Fund
Index
• Investment in equity instruments (maximum-80%) and fixed
income securities (debt and money market securities)
UTI Children’s Career Fund – Savings
Plan
(An open ended fund for investment
for children having a lock-in for at
least 5 years or till the child attains
age of majority (whichever is earlier))
CRISIL Short Term Debt
Hybrid 60+40 Fund
Index
• Investment in equity instruments (maximum-40%) and
debt instruments
UTI Core Equity Fund
(An open ended equity scheme
investing in both large cap and mid
cap stocks)
Nifty LargeMidcap
250 TRI
• Investment predominantly in equity instruments of both
large cap and mid cap companies
UTI Retirement Benefit Pension Fund
(An open ended retirement solution
oriented scheme having a lock-in of 5
years or till retirement age (whichever
is earlier)
CRISIL Short Term
Debt Hybrid 60+40
Fund Index
• Investment in equity instruments (maximum - 40%) and
debt/money market instruments
UTI Unit Linked Insurance Plan
(An open ended tax saving cum
insurance scheme)
NIFTY 50 Hybrid
Composite Debt 50:50
Index
• Investment in equity instruments (maximum - 40%) and debt
instruments

Thank You
STATUTORY:
The information contained in this document is for general purposes only and is not an offer to sell or a solicitation to buy/ sell any mutual fund units /
securities. The information / data here in alone are not sufficient and should not be used for the development or implementation of an investment
strategy. The same should not be construed as investment advice to any party.
REGISTERED OFFICE: UTI Tower, ‘Gn’ Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400051. Phone: 022 – 66786666. UTI Asset Management Company
Ltd (Investment Manager for UTI Mutual Fund) Email: invest@uti.co.in . (CIN-L65991MH2002PLC137867). For more information, please contact the nearest
UTI Financial Centre or your AMFI/NISM certified Mutual Fund Distributor (MFD)) for a copy of the Statement of Additional Information, Scheme
Information Document and Key Information Memorandum cum Application Form.
The information on this document is provided for information purposes only. It does not constitute any offer, recommendation or solicitation to any
person to enter into any transaction or adopt any hedging, trading or investment strategy, nor does it constitute any prediction of likely future
movements in rates or prices or any representation that any such future movements will not exceed those shown in any illustration. Users of this
document should seek advice regarding the appropriateness of investing in any securities, financial instruments or investment strategies referred to on
this document and should understand that statements regarding future prospects may not be realized. The recipient of this material is solely responsible
for any action taken based on this material. Opinions, projections and estimates are subject to change without notice.
UTI AMC Ltd is not an investment adviser, and is not purporting to provide you with investment, legal or tax advice. UTI AMC Ltd or UTI Mutual Fund
(acting through UTI Trustee Company Pvt. Ltd) accepts no liability and will not be liable for any loss or damage arising directly or indirectly (including
special, incidental or consequential loss or damage) from your use of this document, howsoever arising, and including any loss, damage or expense
arising from, but not limited to, any defect, error, imperfection, fault, mistake or inaccuracy with this document, its contents or associated services, or due
to any unavailability of the document or any part thereof or any contents or associated services.
Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

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