BAJAJ-AUTO.NS vs. BAJAJHLDNG.NS
Compare and contrast key facts about Bajaj Auto Limited (BAJAJ-AUTO.NS) and Bajaj Holdings & Investment Limited (BAJAJHLDNG.NS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAJAJ-AUTO.NS or BAJAJHLDNG.NS.
Key characteristics
| BAJAJ-AUTO.NS | BAJAJHLDNG.NS | |
|---|---|---|
| YTD Return | 28.75% | 7.12% |
| 1Y Return | 100.41% | 32.13% |
| 3Y Return (Ann) | 34.21% | 35.21% |
| 5Y Return (Ann) | 28.25% | 22.70% |
| 10Y Return (Ann) | 20.34% | 24.80% |
| Sharpe Ratio | 4.13 | 1.00 |
| Daily Std Dev | 23.92% | 24.74% |
| Max Drawdown | -52.38% | -79.71% |
| Current Drawdown | -5.29% | -10.15% |
Fundamentals
| BAJAJ-AUTO.NS | BAJAJHLDNG.NS | |
|---|---|---|
| Market Cap | ₹2.51T | ₹933.85B |
| EPS | ₹273.05 | ₹652.60 |
| PE Ratio | 32.91 | 12.86 |
| Revenue (TTM) | ₹463.06B | ₹17.13B |
| Gross Profit (TTM) | ₹98.09B | ₹5.18B |
| EBITDA (TTM) | ₹101.98B | ₹15.73B |
Correlation
The correlation between BAJAJ-AUTO.NS and BAJAJHLDNG.NS is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BAJAJ-AUTO.NS vs. BAJAJHLDNG.NS - Performance Comparison
In the year-to-date period, BAJAJ-AUTO.NS achieves a 28.75% return, which is significantly higher than BAJAJHLDNG.NS's 7.12% return. Over the past 10 years, BAJAJ-AUTO.NS has underperformed BAJAJHLDNG.NS with an annualized return of 20.34%, while BAJAJHLDNG.NS has yielded a comparatively higher 24.80% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BAJAJ-AUTO.NS vs. BAJAJHLDNG.NS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bajaj Auto Limited (BAJAJ-AUTO.NS) and Bajaj Holdings & Investment Limited (BAJAJHLDNG.NS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BAJAJ-AUTO.NS vs. BAJAJHLDNG.NS - Dividend Comparison
BAJAJ-AUTO.NS's dividend yield for the trailing twelve months is around 1.59%, more than BAJAJHLDNG.NS's 1.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAJAJ-AUTO.NS Bajaj Auto Limited | 1.59% | 2.05% | 3.86% | 4.31% | 3.49% | 1.89% | 2.20% | 1.65% | 2.09% | 1.97% | 2.06% | 2.36% |
BAJAJHLDNG.NS Bajaj Holdings & Investment Limited | 1.50% | 1.60% | 2.35% | 2.39% | 1.30% | 0.95% | 1.36% | 1.13% | 1.79% | 1.96% | 2.14% | 2.81% |
Drawdowns
BAJAJ-AUTO.NS vs. BAJAJHLDNG.NS - Drawdown Comparison
The maximum BAJAJ-AUTO.NS drawdown since its inception was -52.38%, smaller than the maximum BAJAJHLDNG.NS drawdown of -79.71%. Use the drawdown chart below to compare losses from any high point for BAJAJ-AUTO.NS and BAJAJHLDNG.NS. For additional features, visit the drawdowns tool.
Volatility
BAJAJ-AUTO.NS vs. BAJAJHLDNG.NS - Volatility Comparison
Bajaj Auto Limited (BAJAJ-AUTO.NS) has a higher volatility of 7.78% compared to Bajaj Holdings & Investment Limited (BAJAJHLDNG.NS) at 4.45%. This indicates that BAJAJ-AUTO.NS's price experiences larger fluctuations and is considered to be riskier than BAJAJHLDNG.NS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BAJAJ-AUTO.NS vs. BAJAJHLDNG.NS - Financials Comparison
This section allows you to compare key financial metrics between Bajaj Auto Limited and Bajaj Holdings & Investment Limited. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities