Ashoka India Equity Investment Trust plc (AIE.L)
Ashoka India Equity Investment Trust plc is headquartered in London, United Kingdom.
Company Info
| ISIN | GB00BF50VS41 |
|---|---|
| Sector | Financial Services |
| Industry | Collective Investments |
Highlights
| Market Cap | £439.13M |
|---|---|
| EPS (TTM) | £0.54 |
| PE Ratio | 3.52 |
| Total Revenue (TTM) | £44.39M |
| Gross Profit (TTM) | £42.71M |
| EBITDA (TTM) | £70.64M |
| Year Range | £229.02 - £294.00 |
| Target Price | £1,700.00 |
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Ashoka India Equity Investment Trust plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Ashoka India Equity Investment Trust plc had a return of 11.11% year-to-date (YTD) and 17.90% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.11% | 19.77% |
| 1 month | -4.93% | -0.67% |
| 6 months | 1.50% | 10.27% |
| 1 year | 17.90% | 31.07% |
| 5 years (annualized) | 19.46% | 13.22% |
| 10 years (annualized) | N/A | 10.92% |
Monthly Returns
The table below presents the monthly returns of AIE.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.47% | 2.01% | 0.39% | 4.31% | -1.13% | 7.98% | 2.11% | -1.72% | 0.70% | -6.27% | 11.11% | ||
| 2023 | -4.43% | 0.27% | -1.36% | -2.48% | 8.19% | 9.14% | 2.39% | 2.34% | 4.79% | -1.09% | 2.86% | 4.07% | 26.56% |
| 2022 | -3.90% | -10.66% | 11.36% | 1.40% | -14.47% | 2.94% | 6.86% | 10.70% | 2.42% | -3.54% | 0.73% | -6.80% | -6.34% |
| 2021 | -0.55% | 2.02% | 7.37% | -3.85% | 8.01% | 4.84% | 2.77% | 10.48% | 1.36% | 5.61% | 1.27% | 2.50% | 49.64% |
| 2020 | 5.99% | -8.26% | -22.27% | 9.76% | 5.00% | 4.23% | 6.60% | 5.24% | 5.43% | -7.73% | 19.07% | 7.03% | 26.27% |
| 2019 | 0.82% | -1.09% | 9.34% | 2.51% | 5.88% | 0.93% | -5.05% | -1.45% | 10.29% | -2.67% | 1.37% | -2.25% | 18.90% |
| 2018 | -2.46% | 4.75% | -8.98% | -10.65% | 4.94% | 1.11% | -11.84% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of AIE.L is 71, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Ashoka India Equity Investment Trust plc (AIE.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Ashoka India Equity Investment Trust plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Ashoka India Equity Investment Trust plc was 41.42%, occurring on Mar 23, 2020. Recovery took 162 trading sessions.
The current Ashoka India Equity Investment Trust plc drawdown is 7.85%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.42% | Feb 24, 2020 | 21 | Mar 23, 2020 | 162 | Nov 11, 2020 | 183 |
| -23.89% | Sep 20, 2022 | 124 | Mar 15, 2023 | 122 | Sep 11, 2023 | 246 |
| -22.07% | Aug 30, 2018 | 31 | Oct 11, 2018 | 158 | May 30, 2019 | 189 |
| -21.43% | Jan 5, 2022 | 44 | Mar 7, 2022 | 123 | Sep 2, 2022 | 167 |
| -9.22% | Sep 24, 2024 | 27 | Oct 30, 2024 | — | — | — |
Volatility
Volatility Chart
The current Ashoka India Equity Investment Trust plc volatility is 4.72%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Ashoka India Equity Investment Trust plc compared to its peers in the Collective Investments industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for AIE.L in comparison to other companies of the Collective Investments industry. Currently, AIE.L has a PE value of 3.5. This PE value is considered to be low compared to the rest of the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for AIE.L in comparison to other companies of the Collective Investments industry. Currently, AIE.L has a PEG value of 0.0. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Ashoka India Equity Investment Trust plc.
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Income Statement
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