UTI Energy Fund

Objective :

UTI Energy Fund seeks to generate long term capital appreciation income through investments in stocks of those companies engaged in the following areas: (a) Petro sector covering industries such as oil and gas drilling and exploration, refining of crude oil, distribution of oil, gas petro products, pipelines and manufacturing of downstream oil products. (b) All types of Power generation companies. Companies which are into production of Ethanol. (c) Business related to storage of energy and companies involved in business of delivering energy in different forms. (d) Industrial manufacturing companies which are into manufacturing of equipment related to energy development (like petro and power) and related areas, pipes/cables and lying them. It will also include manufacturing of bulbs and related system. (e) Consultancy & Finance: Companies involved in consulting and financing these businesses.

Structure :

Open Ended Equity Fund

Inception Date :

November 12, 2007

Plans and Options under the Plan :

Income/Growth

Face Value (Rs/Unit):

Rs. 10

Minimum Investment :

Rs.5000

Entry Load :

Nil.

Exit Load :

1% - if exited up to 1 year; Nil - if exited after 1 year.