Asset Management

UTI Asset Management Co. Ltd. (UTIAMC) is a company incorporated under The Companies Act,
1956.

UTIAMC was appointed as the Asset Management Company of the UTI Mutual Fund in terms of the
Investment Management Agreement executed between UTI Trustee Co. Ltd. and UTIAMC on
December 9, 2002. UTIAMC was registered by SEBI to act as the asset management company for
UTI Mutual Fund vide its letter of January 14, 2003.

The paid up capital of UTIAMC has been subscribed equally by four sponsors: State Bank of India,
Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank. UTIAMC, apart from
managing the schemes of UTI Mutual Fund, also manages the schemes transferred/migrated from
the erstwhile Unit Trust of India, in accordance with the provisions of the Investment Management
Agreement, the Trust Deed, the SEBI (Mutual Funds) Regulations and the objectives of the
schemes.

UTIAMC has also entered into a service agreement with the Administrator of the Specified
Undertaking of the Unit Trust of India (SUUTI) to provide them with back office support for business
processes.

UTIAMC is also a registered Portfolio Manager under the SEBI (Portfolio Managers) Regulations,
1993 since February 3, 2004 for undertaking portfolio management services.

Subsidiaries

UTI International Ltd. (UTIIL) is a 100% subsidiary of UTIAMC, registered in Guernsey, Channel
Islands, which acts as the manager to offshore funds and markets these offshore funds abroad.
Towards expansion of its activities, UTIIL has signed a joint venture agreement with Shinsei Bank
Ltd. of Japan to set up UTI International (Singapore) Pvt. Ltd.

UTIIL is focussed on investment management and distribution of financial products in the South
East Asian region. UTIIL also manages funds investing in other jurisdictions.

UTI Retirement Solutions Ltd. (UTIRSL), is a 100% subsidiary of UTIAMC which was incorporated in
December, 2007 and started operations w.e.f. March, 2008. UTIRSL has been set up to carry out
the operations as a Pension Fund Manager under the New Pension System set up by Pension Fund
Regulatory and Development Authority (PFRDA).

UTIRSL was initially appointed by the NPS to manage the pension funds of the government
employees. In March, 2009, the Company has also been appointed by NPS for management of
pension funds for non-government employees.

UTI Ventures is a 100% subsidiary of UTI AMC, UTI Ventures is a leading Indian private equity
firm.Focused on growth capital, we propel the ambitions of passionate Indian entrepreneurs, while
unlocking superior returns for our investors. Our demonstrated track record of successful
investments, led by an experienced management team, positions our funds among top performers
in India.

You have reached your 'Stop once and know-it-all' guide about UTI schemes.
Here, you will find all that you wanted to know about the different UTI schemes under just one belt.
Just select the scheme that you want to know more and there you get it. It’s easy, it’s convenient,
its UTI schemes simplified for you.
What’s more, you can even compare any two schemes and get a detailed analysis of the schemes
taken for comparison.
As a responsible person, you should save a lot of money for your future essential
expenses like marriage, education etc. So you should save some money every month
or every quarter and invest it in some of the best investment options like UTI
systematic investment plans. You have to get a UTI mutual fund sip form and apply
for the schemes in which you want to invest.

Before investing in uti sip plans, you have to know these essential information.

• If you have are an existing investor in UTI mutual fund, you can start
investing in systematic investment plans for the same scheme.
• If you want to pay the monthly amount through sip auto debit facility, then
you have to fill the bank authorization form and give it to the company. You
should also attach a blank cheque duly cancelled and signed along with the
bank authorization form so that the bank will process your sip auto debit
facility.
• You can also give post dated cheques as a alternate payment method for
making payments in UTI SIP plans.
• You have to submit a attested PAN card copy along with the application form.
• There are two options available for investing in UTI systematic investment
plan i.e. monthly systematic investment plan and quarterly systematic
investment plan.
• In monthly plans, you have to make the payments every month and in
quarterly plans you