Invest in Mid Cap Fund | UTI Equity Mutual Funds

1. UTI MID CAP FUND (Mid Cap Fund - An open ended equity scheme predominantly investing in mid cap stocks) WHY MID CAP FUNDS? Portfolio Diversification Growth Potential Under Researched Risk & Reward Enables one to diversify the investment portfolio and manage the risk across market cycles. Higher growth potential as some of the companies in this space operate and serve to niche markets, thereby generating higher Return on Capital Employed. Generally less tracked by the analysts, could benefit from higher growth potential by selection of quality stocks available at mispriced valuation. Actively managed to lower the portfolio risk and with a potential for higher reward over medium to long term. Investment Strategy BUSINESS SCALABILITY TURNAROUND STRATEGY TRANSFORMATIONAL CHANGE Businesses generate invested capital (RoIC) year after year and market leaders respective industries. which can on Sound through business undervalued opportunities with akin to potential reversion. businesses weak phase, focus is going Businesses transformational and potential candidates undergoing a high return operating change becoming re-rating on hence are in also their mean Benefits of long term investing Rolling Returns of UTI Mid Cap Fund over 15 Years Minimum Maximum Average 155% 80% Returns (In Percentage) 60% 45% Median Rolling Returns (CAGR) 30% 40% 24% 9% 20% 19% 16% 16% 15% 0% -2% -20% -22% -40% -60% -62% 1 Year 3 Year 5 Year 10 Year Instances of -ve Returns Instances of more than 8% Returns 23.3% 6.9% 0.6% 0.0% 54.7% 68.0% 72.1% 100.0% Rolling Returns with daily frequency of UTI Mid Cap Fund at different time frames as mentioned above. CAGR – Compounded Annual Growth Rate. Data period: September 30, 2006 to September 30, 2021. Different plans have a different expense structure. The performance details provided herein are of regular plan. Past performance may or may not be sustained in future. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

2. UTI Mid Cap Fund Performance Vs Benchmark as of 30/09/2021 Growth of ` ` 10,000/- Invested at inception of the scheme 210,000 ` ` 2.03 Lakhs CAGR – 18.80% 200,000 190,000 180,000 170,000 ` ` 1.91 Lakhs CAGR – 18.37% Amount in ` and % of Returns 160,000 150,000 Generated (CAGR) 140,000 130,000 120,000 110,000 100,000 90,000 80,000 70,000 60,000 50,000 40,000 30,000 20,000 10,000 - Mar-04 Mar-06 Mar-08 UTI Mid Cap Fund Mar-10 Mar-12 Mar-14 Nifty Midcap 150 Mar-16 Mar-18 Mar-20 • One time investment of `10,000/- made at the time of launch of the Scheme i.e., April 07, 2004 • Total Value of investment under UTI Mid Cap Fund – ` 2.03 lakhs as against ` 1.91 lakhs under Nifty Midcap 150 TRI UTI Mid Cap Fund Performance Vs Benchmark as of 30/09/2021 Fund Performance Vs Benchmark Growth of ` ` 10,000/- B: Nifty Midcap 150 TRI (%) B: Nifty Midcap 150 TRI (` `) Period Scheme Returns (%) AB: Nifty 50 TRI (%) Scheme Returns (` `) AB: Nifty 50 TRI (` `) 1 Year 68.25 76.81 58.54 16,825 17,681 15,854 3 Years 24.78 23.99 18.61 19,440 19,073 16,694 5 Years 15.14 18.38 16.81 20,244 23,259 21,756 Since Inception 18.80 18.37 15.25 2,03,599 1,91,022 1,19,755 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 UTI Mid Cap Fund : April 07, 2004. Date of allotment in the scheme/plan has been considered for inception date. The Scheme is currently managed by Mr. Ankit Agarwal since Aug 2019. Period for which scheme’s performance has been provided is computed basis last day of the month-end preceding the date of advertisement. As defined by SEBI, companies ranked between 1stto 100thrank, by full market capitalization, are large caps, companies ranked between 101stto 250thrank, by full market capitalization, are mid caps and companies ranked after 251st, by full market capitalization are small caps. Benchmark – Nifty Midcap 150 Fund – This product is suitable for investors who are seeking*: • Long term capital appreciation • Investment predominantly in mid cap companies * Investors should consult their financial advisers if in doubt about whether the product is suitable for them UTI Mid Cap Fund The informationon this document is providedforinformation purposesonly.It doesnot constitute any offer, recommendationor solicitation to any personto enter into any transactionor 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 understandthatstatementsregardingfutureprospectsmaynotberealized. Therecipientofthismaterialissolelyresponsibleforanyactiontakenbasedonthismaterial.Opinions,projectionsandestimatesare subjectto changewithoutnotice.UTI AMC Ltdisnotaninvestmentadviser,andisnotpurportingtoprovide youwith investment,legalortax advice.UTI AMC LtdorUTI MutualFund(actingthroughUTITrustee Company Pvt.Ltd)acceptsno liability andwillnot beliable for any lossor damage arising directly orindirectly (including special, incidental orconsequential lossordamage)from youruseof this document, howsoeverarising,andincludinganyloss,damageorexpensearisingfrom,butnotlimitedto,anydefect,error,imperfection,fault,mistakeorinaccuracywiththisdocument,itscontentsorassociatedservices, orduetoanyunavailabilityofthedocumentoranypartthereoforanycontentsorassociatedservices. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.