This document provides information about SIP (Systematic Investment Plan) and SWP (Systematic Withdrawal Plan) from UTI Mutual Fund. It explains that SIP allows regular investment of a fixed amount in a mutual fund scheme over time, while SWP allows withdrawing a fixed amount from a mutual fund at regular intervals. Tables show how investment amounts can grow over time with SIPs at different interest rates. Contact information is given for KYC requirements and complaints.

1. This creative is under Investor Education and Awareness Initiative of UTI Mutual Fund. To know about the KYC documentary
requirements and procedure for change of address, phone number, bank details, etc. please visit https://www.utimf.com/servicereq-
uest/kyc. Please deal with only registered Mutual funds, details of which can be verified on the SEBI website under "Intermediaries/mar-
ket Infrastructure Institutions". All complaints regarding UTI Mutual Fund can be directed towards service@uti.co.in and/or visit
www.scores.gov.in (SEBI SCORES portal). SIP is a process for disciplined investment of a certain amount on a pre-decided date in a
specific mutual fund scheme, regularly over a period of time.

4. The above figures are only for illustration purpose for understanding the concept and based on assumed rate of return. No Mutual
fund schemes guarantees any returns. For SIP calculations above, it is assumed that investment is made on 1st
day of every month
or subsequent business day. The returns computed are CAGR method.
A Systematic Withdrawal Plan (SWP) is a facility that allows on investor to withdraw a pre-fixed amount from an existing mutual
fund scheme at predetermined intervals (monthly, quarterly or annually). It is of advantage to investors who require liquidity at
regular financial goals.
SIP per
Month
Amount Invested 8%p.a. 10%p.a.
(In Lakhs)
12%p.a.Completed
age (Years )
30 5000 18 70.88 103.96 154.05
35 5000 15 45.74 62.16 85.11
40 5000 12 28.63 36.20 45.99
45 5000 9 18.99 20.08 23.80
50 5000 6 9.06 10.07 11.20
This creative is under Investor Education and Awareness Initiative of UTI Mutual Fund. To know about the KYC documentary
requirements and procedure for change of address, phone number, bank details, etc. please visit https://www.utimf.com/servicereq-
uest/kyc. Please deal with only registered Mutual funds, details of which can be verified on the SEBI website under "Intermediaries/mar-
ket Infrastructure Institutions". All complaints regarding UTI Mutual Fund can be directed towards service@uti.co.in and/or visit
www.scores.gov.in (SEBI SCORES portal). SIP is a process for disciplined investment of a certain amount on a pre-decided date in a
specific mutual fund scheme, regularly over a period of time.