Bajaj Holdings & Investment Limited (BAJAJHLDNG.NS)
Company Info
| ISIN | INE118A01012 |
|---|---|
| Sector | Financial Services |
| Industry | Asset Management |
Highlights
| Market Cap | ₹1.21T |
|---|---|
| EPS (TTM) | ₹666.01 |
| PE Ratio | 16.29 |
| Total Revenue (TTM) | ₹46.94B |
| Gross Profit (TTM) | ₹46.54B |
| EBITDA (TTM) | ₹31.94B |
| Year Range | ₹6,976.54 - ₹11,282.04 |
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of ₹10,000 in Bajaj Holdings & Investment Limited, 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
Bajaj Holdings & Investment Limited had a return of 41.42% year-to-date (YTD) and 52.90% in the last 12 months. Over the past 10 years, Bajaj Holdings & Investment Limited had an annualized return of 25.18%, outperforming the S&P 500 benchmark which had an annualized return of 11.39%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 41.42% | 25.45% |
| 1 month | -0.24% | 2.91% |
| 6 months | 28.98% | 14.05% |
| 1 year | 52.90% | 35.64% |
| 5 years (annualized) | 26.42% | 14.13% |
| 10 years (annualized) | 25.18% | 11.39% |
Monthly Returns
The table below presents the monthly returns of BAJAJHLDNG.NS, 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 | 8.48% | 11.60% | -10.94% | -1.57% | -2.51% | 6.98% | 13.51% | 4.58% | 4.94% | -2.00% | 41.42% | ||
| 2023 | 3.02% | 8.36% | -6.99% | 16.09% | 5.40% | -3.43% | 7.16% | -1.20% | -2.64% | -2.76% | 6.80% | 4.31% | 36.98% |
| 2022 | -6.39% | 0.60% | -1.56% | 1.84% | -1.44% | -11.25% | 14.20% | 5.59% | 20.99% | 2.29% | -0.86% | -13.29% | 5.95% |
| 2021 | 5.06% | 10.65% | -7.95% | 3.64% | 3.54% | 1.87% | 12.54% | 7.79% | 13.37% | -0.23% | 4.26% | 9.93% | 83.97% |
| 2020 | 1.40% | -2.31% | -46.18% | 13.38% | -2.01% | 27.34% | 3.48% | 1.31% | -9.36% | -4.67% | 32.94% | 0.55% | -8.66% |
| 2019 | -3.43% | 11.13% | 7.47% | -9.18% | 12.96% | 3.28% | -4.96% | -4.12% | 10.06% | 1.89% | -2.43% | -4.05% | 16.89% |
| 2018 | -1.98% | -3.14% | -1.65% | 0.93% | 2.62% | 4.05% | 2.17% | 7.23% | -1.09% | -8.80% | 6.76% | -1.67% | 4.40% |
| 2017 | 10.13% | 4.00% | 4.33% | -2.76% | -2.37% | 3.89% | 14.77% | 20.71% | -4.62% | 7.00% | -5.15% | 1.36% | 60.18% |
| 2016 | -10.19% | -9.88% | 10.46% | -1.71% | 6.26% | 8.43% | 9.61% | -0.33% | 5.49% | 16.45% | -2.75% | -15.73% | 11.34% |
| 2015 | 0.78% | 0.64% | -8.59% | -0.31% | 2.74% | 9.59% | 2.64% | 8.82% | -1.06% | 5.70% | 2.83% | -2.57% | 21.78% |
| 2014 | 3.72% | 2.54% | 7.88% | 4.82% | 9.06% | 8.49% | 4.70% | 3.39% | 4.05% | -0.57% | 3.76% | -2.65% | 60.98% |
| 2013 | -0.38% | -1.93% | -4.13% | -2.52% | 4.31% | -13.00% | 5.38% | -1.10% | -4.79% | 6.59% | 4.24% | 3.37% | -5.58% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of BAJAJHLDNG.NS is 86, placing it in the top 14% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Bajaj Holdings & Investment Limited (BAJAJHLDNG.NS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Bajaj Holdings & Investment Limited provided a 0.80% dividend yield over the last twelve months, with an annual payout of ₹86.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | ₹86.00 | ₹123.00 | ₹135.00 | ₹130.00 | ₹40.00 | ₹32.50 | ₹40.00 | ₹32.50 | ₹32.50 | ₹32.50 | ₹30.00 | ₹25.00 |
Dividend yield | 0.80% | 1.60% | 2.36% | 2.36% | 1.30% | 0.95% | 1.36% | 1.13% | 1.79% | 1.95% | 2.14% | 2.81% |
Monthly Dividends
The table displays the monthly dividend distributions for Bajaj Holdings & Investment Limited. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹21.00 | ₹0.00 | ₹0.00 | ₹65.00 | ₹0.00 | ₹0.00 | ₹86.00 | |
| 2023 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹13.00 | ₹0.00 | ₹0.00 | ₹110.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹123.00 |
| 2022 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹25.00 | ₹0.00 | ₹0.00 | ₹110.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹135.00 |
| 2021 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹40.00 | ₹0.00 | ₹90.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹130.00 |
| 2020 | ₹0.00 | ₹0.00 | ₹40.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹40.00 |
| 2019 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹32.50 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹32.50 |
| 2018 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹40.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹40.00 |
| 2017 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹32.50 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹32.50 |
| 2016 | ₹0.00 | ₹0.00 | ₹25.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹7.50 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹32.50 |
| 2015 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹32.50 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹32.50 |
| 2014 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹30.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹30.00 |
| 2013 | ₹25.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹0.00 | ₹25.00 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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 Bajaj Holdings & Investment 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 Bajaj Holdings & Investment Limited was 79.76%, occurring on Mar 3, 2009. Recovery took 937 trading sessions.
The current Bajaj Holdings & Investment Limited drawdown is 3.47%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -79.76% | May 18, 2006 | 693 | Mar 3, 2009 | 937 | Dec 6, 2012 | 1630 |
| -74.02% | Sep 16, 1997 | 907 | May 15, 2001 | 593 | Sep 25, 2003 | 1500 |
| -60.52% | Feb 14, 2020 | 26 | Mar 24, 2020 | 323 | Jul 12, 2021 | 349 |
| -35.87% | Sep 4, 1996 | 65 | Dec 9, 1996 | 56 | Mar 4, 1997 | 121 |
| -30.74% | Oct 6, 1995 | 78 | Jan 24, 1996 | 56 | Apr 18, 1996 | 134 |
Volatility
Volatility Chart
The current Bajaj Holdings & Investment Limited volatility is 5.91%, 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
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Bajaj Holdings & Investment Limited.
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Income Statement
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