UTI Mutual Fund March 2010

PRESENTATION STRUCTURE
INTRODUCION VISION & MISSION FUND MANAGEMENT RESEARCH RESOURCES SALES & MARKETING BRAND RECOGNITION INVESTOR SERVICES AWARDS

INTRODUCTION
TYPE INDUSTRY FOUNDED KEY PEOPLE MD PROMOTED BY Revenue crore(2009) Net income

PRIVATE MUTUAL FUND 1964 SHIKHA SHARMA, (UTI - I),(LIC),(GIC) 13,745.04 1,812.93 crore(2009)

Vision
To be the most Preferred Mutual Fund.

Mission
To make UTI Mutual Fund: The most trusted Brand, admired by all stakeholders The largest and most efficient money 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 organization known for best corporate governance

FUND MANAGEMENT
Empowerment to Fund Managers for greater efficiency and accountability Risk Management Team to minimize risks associated with Fund Management SEBI compliant Mutual Fund.

FUND MANAGEMENT STRUCTURE

Advisory

Decision

Making Execution Fund Accounting Control

POINTS FOR FUND MANAGEMENT

Keeping investors well informed Effective fund management team i.e. constantly augmenting skills to adapt to the evolving dynamic environment Reinforced investment processes -Rationalized equity fund portfolio - Focus fund approach - Strong processes related to investment universe Monthly performance reporting system

RESEARCH RESOURCES
UTI MF has a strong research team in-house to track, research and evaluate macro-economic indicators, capital markets, financial sector and mutual funds. The in-house research team has gained expertise in research of equities as well as debt. CoFund Managers / Assistant Fund Managers adding strength to Company / Sector Research. Allocation of work on sectoral basis. Recruited from leading Business Schools & Lateral Recruits with 7/8 years of research experience.

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 of 2.2.

Most Trusted Brand*

Rated amongst the top 50 Most Trusted Service Brands in India. Trusted by over 10 million

investors

UTI Mutual Fund

Products
Domestic Schemes & Offshore Schemes* to cater to whole gamut of your investment needs. 73 domestic schemes (as of 31st Jan, 2010)under various Fund Categories like - Equity Funds - Index Funds - Asset Allocation Funds - Balanced Funds - Income Funds - Liquid Funds - Interval Funds

UTI Mutual Fund

Products UTI MF
PRODUCTS
Equity
Index Funds Thematic & Sectoral Diversified

Hybrid
Pure Debt Income

Debt

Liquid

GSec Retai l

Cas h Institutiona l Provident Fund

Shor t Term

At our investors doorsteps

139 UTI Financial Centers (UFCs) across India. 39000 + Individual Financial Advisors (AMFI Certified). 450 + Offices of Chief Representatives & Chief Agents at District & Taluka level. International Offices* at London, Dubai, Bahrain & Singapore. PSU Banks, Select Private Banks, leading distribution houses & India Post across the country.

UTI MF 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 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 Master share (Launched in 1986). UTI Unit Linked Insurance Plan (ULIP) with accident cover (Launched in 1971).

Transactions through NSE

Single statement of holdings under secondary market transaction and also Mutual Fund transactions held under same DP ID/client ID. Paperless transaction: Holding in demat mode Reach through NSE terminals at more than 1400 locations Separate KYC is not required Single window for MF units as well as secondary market transactions Investing in Mutual Fund units becomes as simple as investing in secondary market through demat mode

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 exchange/s 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.

Recent Awards Won 2010 Corporate

UTI Asset Management Company Ltd has been awarded the Best Fund House India by Asia Management under the category Best of the Best Country Awards-2009
UTI Mutual Fund has been awarded the STAR FUND HOUSE OF THE YEAR by ICRA Mutual Fund Awards 2010 in the Equity Category.

Corporate Awards
UTI AMC has been awarded best equity Fund House by ICRA in 2009 UTI AMC has been awarded best debt Fund House by Outlook Money & NDTV Profit in 2008 Trusted Brand Gold Award in the category of investment fund company by Readers Digest in 2008 UTI AMC has been awarded Loyalty Award by Kamikaze in 2009

WHY THE CHANGE THEIR NAME FROM UTI TO AXIS BANK??

THERE ARE 2 MAIN REASONS : 1.The recommendation for name change to Axis Bank has arisen from the existence of several shareholder-unrelated entities using the UTI brand, and the consequent brand confusion that this generates 2.The name UTI bank was changed to AXIS bank as UTI gave a look of government sector bank. Hence they wanted to tell that they are independent banks.

How their strategy changed after that

Earlier they were only customer centric Now they have added Service centric and product innovation into their strategy.

Thank You

Queries