﻿<?xml version="1.0" encoding="utf-8"?><SchemeSummaryDocument xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"><SchemeSummary><Fund_Name>UTI Aggressive Hybrid Fund</Fund_Name><Option_Names_Regular__Direct>Regular Plan-Growth, Regular Growth Plan-CanServe, Regular Plan-Reinvestment of IDCW, Regular Plan-Payout of IDCW, Regular Plan-Payout of IDCW (Canserve), Direct Plan-Growth, Direct Growth Plan-CanServe, Direct Plan-Reinvestment of IDCW, Direct Plan-Payout of IDCW, Direct Plan-Payout of IDCW (Canserve),</Option_Names_Regular__Direct><Fund_Type>An open ended hybrid scheme investing predominantly in equity &amp;amp; equity related instruments</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>Hybrid - Aggressive Hybrid 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 primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. The fund also invests in debt and money market instruments with a view to generate regular income.
However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.</Description_Objective_of_the_scheme><Stated_Asset_Allocation>Equity &amp;amp; equity related instruments (Including units of REITS): 65-80%  Debt and Money Market instruments (including securitised debt)*: 20-35%  Units issued by  InvITs: 0-10%  * The fund may invest up to 50% of its debt portfolio in securitized debt.</Stated_Asset_Allocation><Face_Value>10</Face_Value><NFO_Open_Date>01-12-1994</NFO_Open_Date><NFO_Close_date>29-12-1994</NFO_Close_date><Allotment_Date>02-Jan-1995</Allotment_Date><Reopen_Date>Not Available</Reopen_Date><Maturity_Date_For_closedend_funds>Not Applicable</Maturity_Date_For_closedend_funds><Benchmark_Tier_1>CRISIL Hybrid 35+65 Aggressive Index</Benchmark_Tier_1><Benchmark_Tier_2>Not Applicable</Benchmark_Tier_2><Fund_Manager_Name>Mr. V Srivatsa FM 1,Mr. Jaydeep Bhowal FM 2,Not Applicable FM 3</Fund_Manager_Name><Fund_Manager_Type_PrimaryComanageDescription>Mr. V Srivatsa (Equity Portion) FM 1,Mr. Jaydeep Bhowal (Debt Portion)FM 2,Not Applicable FM 3</Fund_Manager_Type_PrimaryComanageDescription><Fund_Manager_From_Date>01/11/2009 FM 1,03/11/2025 FM 2,Not Applicable FM 3</Fund_Manager_From_Date><Annual_Expense_Stated_maximum>Regular 1.90, Direct 1.33</Annual_Expense_Stated_maximum><Exit_Load_if_applicable>(A) Redemption / Switch out within 12 months  from the date of allotment –   (i) upto 10% of the allotted   Units – NIL  (ii) beyond 10% of the allotted Units - 1.00 %    (B) Redemption / Switch out after 12 months from  the date of allotment – NIL    Any redemption / switch out of units would be done on  First in First Out (FIFO) basis.</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>BAGPG-Regular Plan-Growth, BAGPC-Regular Plan - Growth Plan-CanServe, BADPR-Regular Plan-Reinvestment of IDCW, BADPD-Regular Plan-Payout of IDCW, BADPC-Regular Plan-Payout of IDCW (Canserve), BAD2G-Direct Plan-Growth, BAD2C-Direct Plan - Growth Plan-CanServe, BAD1R-Direct Plan-Reinvestment of IDCW, BAD1D-Direct Plan-Payout of IDCW, BAD1C-Direct Plan-Payout of IDCW (Canserve),</RTA_Code_To_be_phased_out><Listing_Details>Not Listed</Listing_Details><ISINs>Regular Plan-Growth-INF789F01323, Regular Plan-Reinvestment of IDCW-INF789F01315, Regular Plan-Payout of IDCW-INF789F01307, Direct Plan-Growth-INF789F01SK9, , Direct Plan-Reinvestment of IDCW-INF789F01SJ1, Direct Plan-Payout of IDCW-INF789F01SI3</ISINs><AMFI_Codes_To_be_phased_out>120674-Direct Plan - Growth Option;120673-Direct Plan - IDCW;100684-Regular Plan - Growth Option;100685-Regular Plan - IDCW</AMFI_Codes_To_be_phased_out><SEBI_Codes>UTIM/O/H/AHF/95/01/0005</SEBI_Codes><Minimum_Application_Amount>Regular Plan-Growth- Rs.1000, Regular Plan - Growth-CanServe- Rs.1000, Regular Plan-Reinvestment of IDCW- Rs.5000, Regular Plan-Payout of IDCW- Rs.5000, Regular Plan-Payout of IDCW (Canserve)- Rs.5000, Direct Plan-Growth- Rs.1000, Direct Plan - Growth-CanServe- Rs.1000, Direct Plan-Reinvestment of IDCW- Rs.5000, Direct Plan-Payout of IDCW- Rs.5000, Direct Plan-Payout of IDCW (Canserve)- 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 - Growth-CanServe-Rs.1000, Regular Plan-Reinvestment of IDCW-Rs.1000, Regular Plan-Payout of IDCW-Rs.1000, Regular Plan-Payout of IDCW (Canserve)-Rs.1000, Direct Plan-Growth-Rs.1000, Direct Plan - Growth-CanServe-Rs.1000, Direct Plan-Reinvestment of IDCW-Rs.1000, Direct Plan-Payout of IDCW-Rs.1000, Direct Plan-Payout of IDCW (Canserve)-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>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 - 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)</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>