UTI

Unit Trust of India is a financial organization in

Vision
To be the most preferred Mutual Fund

Mission
To make UTI Mutual Fund : The most trusted brand that is admired by all stake holders . The largest and most efficient wealth manager with global presence The best-in-class customer service provider . The most preferred employer. The most innovative and best wealth creator A socially responsible organisation known for best corporate governance

 UTI Mutual Fund was carved out of the erstwhile Unit Trust of India (UTI) as a SEBI registered mutual fund from 1st February 2003. The Unit Trust of India (Transfer of undertaking & Repeal) Act 2002 was passed by the Parliament, paving way for the bifurcation of UTI into Specified Undertaking of Unit Trust of India (SUUTI). and UTI Mutual Fund (UTIMF). UTI Mutual Fund is promoted by the four of the largest Public Sector Financial Institutions as sponsors o State Bank of India o Life Insurance Corporation of India o Bank of Baroda o Punjab National Bank (holding a 18.5% stake in the paid up capital of UTI AMC.) (The sponsors are neither responsible nor liable for any loss resulting from the operation of the scheme beyond the contribution of Rs.10,000/- made by them towards setting up the Mutual Fund.)

UTI mutual fund brand

Brand Awareness* UTI Mutual Fund has the highest TOM (Top of Mind) recall and total awareness of 98%among all Mutual Fund Investors. Brand Equity Index* UTI Mutual Fund is among the top 4 Mutual Fund Brands with Brand Equity Index score of2.2. Most Trusted Brand Rated amongst the top 50 Most Trusted Service Brands in India.

ASSETS MANAGEMENT
UTI Mutual Fund has a track record of managing a variety of schemes catering to the needs of every class of citizens. It has a nationwide network consisting 149 UTI Financial Center's (UFCs) and UTI International offices in London, Dubai and Singapore. The funds have won famous awards, including the Best Infra Fund globally from Lippe.

Reliability

Investment Philosophy
UTI Mutual Funds investment philosophy is: to deliver consistent and stable returns in the medium to long term with a fairly lower volatility of fund returns compared to the broad market. It believes in having a balanced and well-diversified portfolio for all the funds and a rigorous in-house research based approach to all its investments. It is committed to adopt and maintain good fund management practices and a process based investment management.UTI Mutual Fund follows an investment approach of giving as equal an importance to asset allocation and sectoral allocation, as is given to security selection while managing any fund. It combines top-down and bottom-up approaches to enable the portfolios/funds to adapt to different market conditions so as to prevent missing an investment opportunity.In terms of its funds performance, UTI Mutual fund aims to remain consistently in the top quartile vis--vis the funds in the peer group.

PRODUCTS
Domestic Schemes & Offshore Schemes* to cater to the whole gamut of your investment needs. 89 domestic schemes (as of March 31, 2012)under various Fund Categories like - Equity Funds - Index Funds - Balanced Funds - Income Funds - Liquid Funds - Interval Funds

Pioneer in Introducing
First to facilitate transactions through NSE (Launched in November 2009) Micro-pension initiative (launched in 2006) through UTI Retirement Benefit Pension Fund. UTI Unit Linked Insurance Plan (ULIP) with accident cover (Launched in 1971). UTI Childrens Career Plan enabling financial planning specifically for your Childs future (Launched in 1993). Indias First Offshore Fund - India Fund (Launched in 1986). Indias First True Mutual Fund scheme UTI Mastershare (Launched in 1986).

INVESTOR SERVICES
Monthly disclosure of Portfolio UTI Fund Watch. A feature content rich Website - www.utimf.com. Automatic Trigger Option & Systematic Withdrawal Plans. Investment through Axis Bank ATMs. Investment through brokers of stock exchanges Online Investments. Mobile Enabled Services - NAV & Scheme information on mobile. Contact Center Inbound contact center cater to customers query 24X7. Investor Communication through UTI Equity Watch, UTI Treasury Watch, UTI Advantage & Wealth Wise.

INVESTERS FRIENDLY
Dividends distributed* in various schemes over Rs. 14275 Crores since Feb 2003 to March 2012. Micro Pension initiative to provide social security for unorganized sector in India. Portfolio Management Services Axel Customized / tailor-made wealth management solutions.

OTHER DEVELOPMENTS
Selected by Ministry of Finance, Govt of India for managing NIF investments Selected by PFRDA for Pension Funds management under the New Pension System Shinsei Bank, Japan distributing UTI products in Japan. Singapore JV in place to tap international investment from South East Asia and Oceania region Micro Pension initiative with SEWA Bank, COMPFED, SHEPHERD, MAANDESHI Mukhyamantri Kanya Suraksha Yojna with Govt. of Bihar