Addendum No.-29/2012-13 October 30, 2012

Registered Office: UTI Tower, ‘Gn’ Block, Bandra Kurla Complex, Bandra (E), Mumbai 400 051. Phone: 022- 66786666

Website: www.utimf.com

Uniform Know Your Client (“KYC”) requirements - Permanent Account Number (PAN) - Exemption for micro financial products

In pursuance to SEBI letter no. OW/16541/2012 dated July 24, 2012 addressed to the Association of
Mutual Funds in India (AMFI) on granting ‘Exemption from the need for PAN for micro financial
products’, Investors of all the schemes of UTI Mutual Fund (UTI MF) are hereby informed that
investments in mutual fund schemes/plans (including investments in Systemic Investment Plans [SIPs])
upto Rs 50,000/- per investor per year per mutual fund shall be exempted from the requirement of PAN.
Accordingly, prospective investors, who do not have PAN Card, and who wish to invest upto Rs 50,000/-
in a financial year under any Scheme/Plan of UTI MF may submit duly filled purchase application forms
with instruments for payment along with KYC application form with other prescribed documents towards
Proof of Identity, as specified in SEBI’s circular ref. no. MIRSD/SE/Cir-21/2011 dated October 05, 2011.
This exemption shall be applicable only for investments by Individuals (including Non Resident Indians
[NRIs]), Minors and Sole Proprietorship Firms. This exemption is not applicable for all other categories of
investors.
All other features, term and conditions contained in Statement of Additional Information (SAI) and
Scheme Information Document (SID) / Key Information Memorandum (KIM) of the respective schemes
shall remain unchanged.
This addendum is an integral part of SAI & SID / KIM of the respective schemes and shall be read in
conjunction with the SAI / SID / KIM.
For UTI Asset Management Company Limited
Sd/-
Authorised Signatory
In case any further information is required, the nearest UTI Financial Centre may please be contacted.