UTI Asset Management Company Limited (UTIAMC) — Strategic Asset Allocation Index
UTI Asset Management Company Limited (UTIAMC) has a Strategic Asset Allocation Index of 8.6% as of September 2023. Strategic assets (PP&E of Rs3.82 Billion plus long-term investments of Rs-) total Rs3.82 Billion, measured against net assets of Rs44.71 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See UTI Asset Management Company Limited (UTIAMC) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
UTI Asset Management Company Limited Strategic Asset Allocation Index (2018–2022)
This chart shows how UTI Asset Management Company Limited's Strategic Asset Allocation Index has evolved across 5 annual periods from 2018 to 2022. As of September 2023, the index stands at 8.6%, representing strategic assets of Rs3.82 Billion against net assets of Rs44.71 Billion INR. For live market cap and overall valuation, see UTI Asset Management Company Limited stock valuation.
Annual Strategic Asset Allocation Index for UTI Asset Management Company Limited (2018–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for UTI Asset Management Company Limited from 2018 to 2022, covering 5 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. See net assets of UTI Asset Management Company Limited for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (INR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 9.6% | Rs3.47 Billion | Rs3.47 Billion | Rs- | Rs36.18 Billion | ▼ -1.0 pp |
| 2021 | 10.6% | Rs3.43 Billion | Rs3.43 Billion | Rs- | Rs32.37 Billion | ▼ -2.0 pp |
| 2020 | 12.6% | Rs3.50 Billion | Rs3.50 Billion | Rs- | Rs27.73 Billion | ▼ -0.1 pp |
| 2019 | 12.8% | Rs3.37 Billion | Rs3.37 Billion | Rs- | Rs26.42 Billion | ▼ -1.7 pp |
| 2018 | 14.4% | Rs3.52 Billion | Rs3.52 Billion | Rs- | Rs24.38 Billion | — |