﻿<?xml version="1.0" encoding="utf-8"?><SchemeSummaryDocument xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"><SchemeSummary><Fund_Name>UTI Mid Cap Fund</Fund_Name><Option_Names_Regular__Direct>Regular Plan-Growth, Regular Plan-Reinvestment of IDCW, Regular Plan-Payout of IDCW, Direct Plan-Growth,Direct Plan-Reinvestment of IDCW, Direct Plan-Payout of IDCW,</Option_Names_Regular__Direct><Fund_Type>Mid Cap Fund- An open ended equity scheme predominantly investing in mid cap stocks.</Fund_Type><Riskometer_At_the_time_of_Launch>Very High</Riskometer_At_the_time_of_Launch><Riskometer_as_on_Date>Very High</Riskometer_as_on_Date><Category_as_Per_SEBI_Categorization_Circular>Equity - Mid Cap Fund</Category_as_Per_SEBI_Categorization_Circular><Potential_Risk_Class_as_on_date>Not Applicable</Potential_Risk_Class_as_on_date><Description_Objective_of_the_scheme>The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of mid cap companies.
However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.</Description_Objective_of_the_scheme><Stated_Asset_Allocation>Equity and equity related instruments of mid cap entities: 65%- 100% Money Market Instruments and other instruments permissible under residual portion: 0% - 35%</Stated_Asset_Allocation><Face_Value>10</Face_Value><NFO_Open_Date>21-Mar-07</NFO_Open_Date><NFO_Close_date>13-Apr-07</NFO_Close_date><Allotment_Date>27-Apr-04</Allotment_Date><Reopen_Date>Not Available</Reopen_Date><Maturity_Date_For_closedend_funds>Not Applicable</Maturity_Date_For_closedend_funds><Benchmark_Tier_1>Nifty Midcap 150 TRI</Benchmark_Tier_1><Benchmark_Tier_2>Not Applicable</Benchmark_Tier_2><Fund_Manager_Name>Mr. Vishal Chopda FM 1</Fund_Manager_Name><Fund_Manager_Type_PrimaryComanageDescription>Primary FM 1</Fund_Manager_Type_PrimaryComanageDescription><Fund_Manager_From_Date>16/06/2025 FM 1</Fund_Manager_From_Date><Annual_Expense_Stated_maximum>Regular 1.97, Direct 1.27</Annual_Expense_Stated_maximum><Exit_Load_if_applicable>W.e.f. 06-04-2015 Exit Load: Less than 1 year - 1.00%, Greater than or equal to one year - Nil</Exit_Load_if_applicable><Custodian>Stock Holding Corporation of India , Axis Bank Ltd.</Custodian><Auditor>S. R. Batliboi &amp;amp; Co. LLP.</Auditor><Registrar>KFin Technologies Limited</Registrar><RTA_Code_To_be_phased_out>MCGPG-Regular Plan-Growth, MCDPS-Regular Plan-IDCW (Sweep), MCDPR-Regular Plan-Reinvestment of IDCW, MCDPD-Regular Plan-Payout of IDCW, MCD2G-Direct Plan-Growth, MCD1S-Direct Plan-IDCW (Sweep), MCD1R-Direct Plan-Reinvestment of IDCW, MCD1D-Direct Plan-Payout of IDCW,</RTA_Code_To_be_phased_out><Listing_Details>Not Listed</Listing_Details><ISINs>Regular Plan-Growth-INF789F01810, Not Applicable, Regular Plan-Reinvestment of IDCW-INF789F01802, Regular Plan-Payout of IDCW-INF789F01794, Direct Plan-Growth-INF789F01UA6, Not Applicable, Direct Plan-Reinvestment of IDCW-INF789F01TZ5, Direct Plan-Payout of IDCW-INF789F01TY8,</ISINs><AMFI_Codes_To_be_phased_out>120726-Direct Plan - Growth Option;120727-Direct Plan - IDCW;102394-Regular Plan - Growth Option;102393-Regular Plan - IDCW</AMFI_Codes_To_be_phased_out><SEBI_Codes>UTIM/O/E/MIF/04/01/0020</SEBI_Codes><Minimum_Application_Amount>Regular Plan-Growth- Rs.5000, Regular Plan-IDCW (Sweep)- Rs.5000, Regular Plan-Reinvestment of IDCW- Rs.5000, Regular Plan-Payout of IDCW- Rs.5000, Direct Plan-Growth- Rs.5000, Direct Plan-IDCW (Sweep)- Rs.5000, Direct Plan-Reinvestment of IDCW- Rs.5000, Direct Plan-Payout of IDCW- Rs.5000,</Minimum_Application_Amount><Minimum_Application_Amount_in_multiples_of_Rs>1</Minimum_Application_Amount_in_multiples_of_Rs><Minimum_Additional_Amount>Regular Plan-Growth-Rs.1000, Regular Plan-IDCW (Sweep)-Rs.1000, Regular Plan-Reinvestment of IDCW-Rs.1000, Regular Plan-Payout of IDCW-Rs.1000, Direct Plan-Growth-Rs.1000, Direct Plan-IDCW (Sweep)-Rs.1000, Direct Plan-Reinvestment of IDCW-Rs.1000, Direct Plan-Payout of IDCW-Rs.1000,</Minimum_Additional_Amount><Minimum_Additional_Amount_in_multiples_of_Rs>1</Minimum_Additional_Amount_in_multiples_of_Rs><Minimum_Redemption_Amount_in_Rs>Not Applicable</Minimum_Redemption_Amount_in_Rs><Minimum_Redemption_Amount_in_Units>Not Applicable</Minimum_Redemption_Amount_in_Units><Minimum_Balance_Amount_if_applicable>Not Applicable</Minimum_Balance_Amount_if_applicable><Minimum_Balance_Amount_in_Units_if_applicable>Not Applicable</Minimum_Balance_Amount_in_Units_if_applicable><Max_Investment_Amount>Not Applicable</Max_Investment_Amount><Minimum_Switch_Amount_if_applicable>1000</Minimum_Switch_Amount_if_applicable><Minimum_Switch_Units>Not Applicable</Minimum_Switch_Units><Switch_Multiple_Amount_if_applicable>Not Applicable</Switch_Multiple_Amount_if_applicable><Switch_Multiple_Units_if_applicable>Not Applicable</Switch_Multiple_Units_if_applicable><Max_Switch_Amount>Not Applicable</Max_Switch_Amount><Max_Switch_Units_if_applicable>Not Applicable</Max_Switch_Units_if_applicable><Swing_Pricing_if_applicable>Not Applicable</Swing_Pricing_if_applicable><Sidepocketing_if_applicable>Not Enabled.</Sidepocketing_if_applicable><SIP_SWP__STP_Details_Frequency>SIP - Daily (D), Weekly (W), Monthly (M), Quarterly(Q) SWP - Monthly, Quarterly,Halfyearly (H), Yearly (Y) STP - Daily, Weekly, Monthly,Quarterly   Flexi STP - Daily (D), Weekly (W), Monthly (M), Quarterly (Q)&amp;quot;</SIP_SWP__STP_Details_Frequency><SIP_SWP__STP_Details_Minimum_amount>SIP - D-500/W-500/M-500/Q-1500 SWP - M-500/Q-500/H-500/Y-500 STP - D-100/W-1000/M-1000/Q-3000  Flexi STP - D- 100/W-1000/M-1000/Q-3000</SIP_SWP__STP_Details_Minimum_amount><SIP_SWP__STP_Details_In_multiple_of>SIP - Re. 1 SWP - Re. 1 STP - Re. 1 Flexi STP - Re. 1</SIP_SWP__STP_Details_In_multiple_of><SIP_SWP__STP_Details_Minimum_Instalments>SIP - Daily - 6, Weekly - 6, Monthly - 6, Quarterly - 4 SWP - Monthly-3, Quarterly-3, Halfyearly-3, Yearly-3 STP - Daily-20,Weekly-6,Monthly-6,Quarterly-2  Flexi STP - Daily-20,Weekly-6,Monthly-6,Quarterly-2</SIP_SWP__STP_Details_Minimum_Instalments><SIP_SWP__STP_Details_Dates>Any day</SIP_SWP__STP_Details_Dates><SIP_SWP__STP_Details_Maximum_Amount_if_any>Not Applicable</SIP_SWP__STP_Details_Maximum_Amount_if_any></SchemeSummary></SchemeSummaryDocument>