﻿<?xml version="1.0" encoding="utf-8"?><SchemeSummaryDocument xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"><SchemeSummary><Fund_Name>UTI Unit Linked Insurance Plan</Fund_Name><Option_Names_Regular__Direct>Regular Plan-10 Years Plan, Regular Plan-15 Years Plan, Direct Plan-10 Years Plan, Direct Plan-15 Years Plan,</Option_Names_Regular__Direct><Fund_Type>An Open-ended tax saving cum insurance scheme</Fund_Type><Riskometer_At_the_time_of_Launch>High</Riskometer_At_the_time_of_Launch><Riskometer_as_on_Date>High</Riskometer_as_on_Date><Category_as_Per_SEBI_Categorization_Circular>Hybrid - Dynamic Asset Allocation or Balanced Advantage</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>Investment objective of the scheme is primarily to provide return through growth in the NAV or through dividend distribution (IDCW) and reinvestment thereof. Amounts collected under the scheme shall generally be invested as follows:
(a) Not less than 60% of the funds in debt instruments with low to medium risk profile.
(b) Not more than 40% of the funds in equities and equity related instruments</Description_Objective_of_the_scheme><Stated_Asset_Allocation>Debt: 60-100%  Equity: 0-40%</Stated_Asset_Allocation><Face_Value>10</Face_Value><NFO_Open_Date>Not Available</NFO_Open_Date><NFO_Close_date>Not Available</NFO_Close_date><Allotment_Date>01-Oct-1971</Allotment_Date><Reopen_Date>Not Available</Reopen_Date><Maturity_Date_For_closedend_funds>Not Applicable</Maturity_Date_For_closedend_funds><Benchmark_Tier_1>Nifty 50 Hybrid Composite Debt 50:50 Index</Benchmark_Tier_1><Benchmark_Tier_2>Not Applicable</Benchmark_Tier_2><Fund_Manager_Name>Mr. Anurag Mittal FM 1, Mr. Ajay Tyagi FM 2, Mr. Kamal Gada FM 3 Mr. Akash Shah FM 4</Fund_Manager_Name><Fund_Manager_Type_PrimaryComanageDescription>Co manage (Debt) FM 1,Co manage (Equity) FM 2, Assistant Fund Manager (Equity Portion) FM 3, Assistant Fund Manager (Equity Portion) FM 4</Fund_Manager_Type_PrimaryComanageDescription><Fund_Manager_From_Date>03/11/2025 FM 1,01/12/2014 FM 2,08/04/2025 FM 3 , 12/01/2026 FM 4</Fund_Manager_From_Date><Annual_Expense_Stated_maximum>Regular 1.60, Direct 1.11</Annual_Expense_Stated_maximum><Exit_Load_if_applicable>If withdrawn prematurely – 2%  On or after maturity        – Nil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>ULTYR-Regular Plan-10 Years Plan, ULFYR-Regular Plan-15 Years Plan, ULD2R-Direct Plan-10 Years Plan, ULD1R-Direct Plan-15 Years Plan,</RTA_Code_To_be_phased_out><Listing_Details>Not Listed</Listing_Details><ISINs>Regular Plan-10 Years Plan - INF789F1AA15, Regular Plan-15 Years Plan - INF789F1AA31, Direct Plan-10 Years Plan - INF789F1AA23, Direct Plan-15 Years Plan - INF789F1AA49</ISINs><AMFI_Codes_To_be_phased_out>100646-Regular Plan;120784-Direct Plan</AMFI_Codes_To_be_phased_out><SEBI_Codes>NA</SEBI_Codes><Minimum_Application_Amount>Minimum target amount under the scheme is 15000 which is required to be invested over 10/15 year period.</Minimum_Application_Amount><Minimum_Application_Amount_in_multiples_of_Rs>15000</Minimum_Application_Amount_in_multiples_of_Rs><Minimum_Additional_Amount>Additional investment beyond the minium, the target amount cab be chosen in multiple o for participating in the 10/15 years plan</Minimum_Additional_Amount><Minimum_Additional_Amount_in_multiples_of_Rs>1000,1500</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>Not Applicable</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>Enabled</Sidepocketing_if_applicable><SIP_SWP__STP_Details_Frequency>SIP - Monthly (M), Quarterly (Q)
SWP - Monthly,Quarterly, Half yearly, Annual
STP - Monthly,Quarterly</SIP_SWP__STP_Details_Frequency><SIP_SWP__STP_Details_Minimum_amount>SIP - M-500/Q-1500
SWP - M-500/Q-1500
STP - M-1000/Q-3000</SIP_SWP__STP_Details_Minimum_amount><SIP_SWP__STP_Details_In_multiple_of>SIP - Re. 100
SWP - Re. 100
STP - Re. 100</SIP_SWP__STP_Details_In_multiple_of><SIP_SWP__STP_Details_Minimum_Instalments>SIP - Monthly - 180, Quarterly - 60
SWP - Not Applicable
STP - Monthly-180,Quarterly-60, SIP - Monthly - 120, Quarterly - 40
SWP - Not Applicable
STP - Monthly-120,Quarterly-40</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>