The Investment Trust Of India Limited Strategic Asset Allocation Index
The Investment Trust Of India Limited strategic asset allocation index. The Investment Trust Of India Limited (THEINVEST) has a Strategic Asset Allocation Index of 2.5% as of September 2025. Strategic assets (PP&E of Rs199.06 Million plus long-term investments of Rs-) total Rs199.06 Million, measured against net assets of Rs7.91 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See The Investment Trust Of India Limited balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of The Investment Trust Of India Limited (2015–2025)
Strategic asset allocation index of The Investment Trust Of India Limited from 2015 to 2025. This chart shows how The Investment Trust Of India Limited's Strategic Asset Allocation Index has evolved across 11 annual periods from 2015 to 2025. As of September 2025, the index stands at 2.5%, representing strategic assets of Rs199.06 Million against net assets of Rs7.91 Billion INR. Check The Investment Trust Of India Limited tangible book value ratio to evaluate the tangible quality of the company's equity base.
The Investment Trust Of India Limited Strategic Asset Allocation Index by Year (2015–2025)
The Investment Trust Of India Limited strategic asset allocation index by year from 2015 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for The Investment Trust Of India Limited from 2015 to 2025, covering 11 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see The Investment Trust Of India Limited market cap and net worth.
| Year | SAAI | Strategic Assets (INR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 2.6% | Rs193.41 Million | Rs193.41 Million | Rs- | Rs7.53 Billion | ▼ -0.9 pp |
| 2024 | 3.5% | Rs239.17 Million | Rs239.17 Million | Rs- | Rs6.88 Billion | ▼ -1.0 pp |
| 2023 | 4.5% | Rs289.24 Million | Rs289.24 Million | Rs- | Rs6.46 Billion | ▼ -0.3 pp |
| 2022 | 4.8% | Rs286.36 Million | Rs286.36 Million | Rs- | Rs6.01 Billion | ▲ +3.1 pp |
| 2021 | 1.7% | Rs102.83 Million | Rs102.83 Million | Rs- | Rs6.03 Billion | ▼ -1.6 pp |
| 2020 | 3.3% | Rs199.07 Million | Rs199.07 Million | Rs- | Rs5.96 Billion | ▼ -25.1 pp |
| 2019 | 28.4% | Rs1.71 Billion | Rs72.85 Million | Rs1.64 Billion | Rs6.03 Billion | ▲ +5.0 pp |
| 2018 | 23.5% | Rs1.54 Billion | Rs67.31 Million | Rs1.48 Billion | Rs6.57 Billion | ▲ +3.9 pp |
| 2017 | 19.5% | Rs1.08 Billion | Rs72.45 Million | Rs1.00 Billion | Rs5.50 Billion | ▼ -14.6 pp |
| 2016 | 34.2% | Rs791.07 Million | Rs91.63 Million | Rs699.44 Million | Rs2.31 Billion | ▲ +25.4 pp |
| 2015 | 8.8% | Rs210.44 Million | Rs119.16 Million | Rs91.28 Million | Rs2.38 Billion | — |