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Aditya Birla Capital Limited (ABCAPITAL.NS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISININE674K01013
SectorFinancial Services
IndustryFinancial Conglomerates

Highlights

Market Cap₹555.75B
EPS₹10.64
PE Ratio20.08
Revenue (TTM)₹233.90B
Gross Profit (TTM)₹33.79B
Year Range₹155.00 - ₹243.70
Target Price₹187.86

Share Price Chart


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Aditya Birla Capital Limited

Performance

Performance Chart

The chart shows the growth of an initial investment of ₹10,000 in Aditya Birla Capital Limited, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%50.00%100.00%150.00%December2024FebruaryMarchAprilMay
-6.67%
178.83%
ABCAPITAL.NS (Aditya Birla Capital Limited)
Benchmark (^GSPC)

S&P 500

Returns By Period

Aditya Birla Capital Limited had a return of 33.20% year-to-date (YTD) and 34.70% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date33.20%11.05%
1 month8.92%4.86%
6 months22.32%17.50%
1 year34.70%27.37%
5 years (annualized)19.91%13.14%
10 years (annualized)N/A10.90%

Monthly Returns

The table below presents the monthly returns of ABCAPITAL.NS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20242.82%7.33%-4.49%31.93%33.20%
2023-5.99%3.29%5.28%8.89%1.85%15.27%-0.25%-7.48%-0.66%-4.17%-2.58%-0.95%10.79%
2022-2.77%-10.28%1.99%12.26%-16.34%-11.57%18.96%7.43%-2.14%4.52%24.39%3.34%24.13%
2021-4.94%53.03%-3.52%-3.98%5.76%-3.22%-1.24%-6.87%4.54%-14.24%12.82%10.91%42.35%
2020-3.41%-21.87%-45.61%18.51%-8.21%38.06%-14.06%12.59%1.55%4.10%36.60%-3.90%-17.23%
2019-19.00%13.46%5.77%0.57%1.38%-7.37%-10.62%8.84%-4.98%-3.54%33.72%-6.17%2.70%
2018-7.22%-2.52%-12.37%9.46%-8.17%-9.20%9.98%-3.58%-18.83%-8.81%0.48%-4.81%-45.70%
2017-22.63%-3.18%9.33%-5.32%-22.46%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of ABCAPITAL.NS is 76, placing it in the top 24% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of ABCAPITAL.NS is 7676
ABCAPITAL.NS (Aditya Birla Capital Limited)
The Sharpe Ratio Rank of ABCAPITAL.NS is 7676Sharpe Ratio Rank
The Sortino Ratio Rank of ABCAPITAL.NS is 7272Sortino Ratio Rank
The Omega Ratio Rank of ABCAPITAL.NS is 7373Omega Ratio Rank
The Calmar Ratio Rank of ABCAPITAL.NS is 8080Calmar Ratio Rank
The Martin Ratio Rank of ABCAPITAL.NS is 7676Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Aditya Birla Capital Limited (ABCAPITAL.NS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ABCAPITAL.NS
Sharpe ratio
The chart of Sharpe ratio for ABCAPITAL.NS, currently valued at 1.07, compared to the broader market-2.00-1.000.001.002.003.004.001.07
Sortino ratio
The chart of Sortino ratio for ABCAPITAL.NS, currently valued at 1.64, compared to the broader market-4.00-2.000.002.004.006.001.64
Omega ratio
The chart of Omega ratio for ABCAPITAL.NS, currently valued at 1.23, compared to the broader market0.501.001.502.001.23
Calmar ratio
The chart of Calmar ratio for ABCAPITAL.NS, currently valued at 1.04, compared to the broader market0.002.004.006.001.04
Martin ratio
The chart of Martin ratio for ABCAPITAL.NS, currently valued at 3.99, compared to the broader market-10.000.0010.0020.0030.003.99
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.49, compared to the broader market-2.00-1.000.001.002.003.004.002.49
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.52, compared to the broader market-4.00-2.000.002.004.006.003.52
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.43, compared to the broader market0.501.001.502.001.43
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 2.03, compared to the broader market0.002.004.006.002.03
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.57, compared to the broader market-10.000.0010.0020.0030.009.57

Sharpe Ratio

The current Aditya Birla Capital Limited Sharpe ratio is 1.07. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Aditya Birla Capital Limited with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50December2024FebruaryMarchAprilMay
1.07
2.72
ABCAPITAL.NS (Aditya Birla Capital Limited)
Benchmark (^GSPC)

Dividends

Dividend History


Aditya Birla Capital Limited doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2024FebruaryMarchAprilMay
-7.90%
-0.15%
ABCAPITAL.NS (Aditya Birla Capital Limited)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Aditya Birla Capital Limited. 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 Aditya Birla Capital Limited was 83.14%, occurring on Mar 24, 2020. Recovery took 1015 trading sessions.

The current Aditya Birla Capital Limited drawdown is 7.90%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-83.14%Sep 4, 2017632Mar 24, 20201015Apr 29, 20241647
-12.99%Apr 30, 20247May 9, 2024

Volatility

Volatility Chart

The current Aditya Birla Capital Limited volatility is 13.11%, 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.


0.00%5.00%10.00%15.00%December2024FebruaryMarchAprilMay
13.11%
3.45%
ABCAPITAL.NS (Aditya Birla Capital Limited)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Aditya Birla Capital Limited over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

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Income Statement


Income Statement
Balance Sheet
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TTM
Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

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Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

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Earnings From Continuing Operations

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Net Income

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Income Tax Expense

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Interest Expense

0.00

Other Non-Operating Income (Expenses)

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Extraordinary Items

0.00

Discontinued Operations

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Effect Of Accounting Charges

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Non Recurring

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Minority Interest

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Other Items

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Values in undefined except per share items