BAJAJFINSV.NS vs. HDFCAMC.NS
Compare and contrast key facts about Bajaj Finserv Limited (BAJAJFINSV.NS) and HDFC Asset Management Company Limited (HDFCAMC.NS).
Performance
BAJAJFINSV.NS vs. HDFCAMC.NS - Performance Comparison
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BAJAJFINSV.NS vs. HDFCAMC.NS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BAJAJFINSV.NS Bajaj Finserv Limited | -19.57% | 29.99% | -6.93% | 9.17% | -5.93% | 85.20% | -5.62% | 45.59% | -6.61% |
HDFCAMC.NS HDFC Asset Management Company Limited | -12.11% | 29.67% | 33.34% | 50.54% | -8.80% | -15.20% | -7.79% | 115.64% | -17.13% |
Returns By Period
In the year-to-date period, BAJAJFINSV.NS achieves a -19.57% return, which is significantly lower than HDFCAMC.NS's -12.11% return.
BAJAJFINSV.NS
- 1D
- -0.38%
- 1M
- -15.51%
- YTD
- -19.57%
- 6M
- -18.25%
- 1Y
- -14.57%
- 3Y*
- 8.60%
- 5Y*
- 10.88%
- 10Y*
- 25.13%
HDFCAMC.NS
- 1D
- 0.35%
- 1M
- -11.37%
- YTD
- -12.11%
- 6M
- -15.45%
- 1Y
- 17.42%
- 3Y*
- 42.35%
- 5Y*
- 11.74%
- 10Y*
- —
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Return for Risk
BAJAJFINSV.NS vs. HDFCAMC.NS — Risk / Return Rank
BAJAJFINSV.NS
HDFCAMC.NS
BAJAJFINSV.NS vs. HDFCAMC.NS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bajaj Finserv Limited (BAJAJFINSV.NS) and HDFC Asset Management Company Limited (HDFCAMC.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.
| BAJAJFINSV.NS | HDFCAMC.NS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.64 | 0.11 | -0.75 |
Sortino ratioReturn per unit of downside risk | -0.78 | 1.66 | -2.44 |
Omega ratioGain probability vs. loss probability | 0.90 | 1.47 | -0.56 |
Calmar ratioReturn relative to maximum drawdown | -0.72 | 0.35 | -1.07 |
Martin ratioReturn relative to average drawdown | -2.33 | 1.23 | -3.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BAJAJFINSV.NS | HDFCAMC.NS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.64 | 0.11 | -0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.15 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.23 | +0.36 |
Correlation
The correlation between BAJAJFINSV.NS and HDFCAMC.NS is 0.37, 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.
Dividends
BAJAJFINSV.NS vs. HDFCAMC.NS - Dividend Comparison
BAJAJFINSV.NS's dividend yield for the trailing twelve months is around 0.06%, less than HDFCAMC.NS's 1.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAJAJFINSV.NS Bajaj Finserv Limited | 0.06% | 0.05% | 0.06% | 0.05% | 0.03% | 0.02% | 0.06% | 0.03% | 0.03% | 0.03% | 0.06% | 0.09% |
HDFCAMC.NS HDFC Asset Management Company Limited | 1.92% | 1.68% | 1.67% | 1.50% | 1.93% | 1.39% | 0.96% | 0.75% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BAJAJFINSV.NS vs. HDFCAMC.NS - Drawdown Comparison
The maximum BAJAJFINSV.NS drawdown since its inception was -86.73%, which is greater than HDFCAMC.NS's maximum drawdown of -54.71%. Use the drawdown chart below to compare losses from any high point for BAJAJFINSV.NS and HDFCAMC.NS.
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Drawdown Indicators
| BAJAJFINSV.NS | HDFCAMC.NS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.73% | -54.71% | -32.02% |
Max Drawdown (1Y)Largest decline over 1 year | -25.03% | -54.71% | +29.68% |
Max Drawdown (5Y)Largest decline over 5 years | -42.29% | -54.71% | +12.42% |
Max Drawdown (10Y)Largest decline over 10 years | -58.71% | — | — |
Current DrawdownCurrent decline from peak | -24.62% | -20.28% | -4.34% |
Average DrawdownAverage peak-to-trough decline | -18.71% | -22.44% | +3.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.73% | 15.57% | -7.84% |
Volatility
BAJAJFINSV.NS vs. HDFCAMC.NS - Volatility Comparison
The current volatility for Bajaj Finserv Limited (BAJAJFINSV.NS) is 9.71%, while HDFC Asset Management Company Limited (HDFCAMC.NS) has a volatility of 13.52%. This indicates that BAJAJFINSV.NS experiences smaller price fluctuations and is considered to be less risky than HDFCAMC.NS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAJAJFINSV.NS | HDFCAMC.NS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.71% | 13.52% | -3.81% |
Volatility (6M)Calculated over the trailing 6-month period | 16.86% | 141.19% | -124.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.93% | 161.92% | -138.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.84% | 77.40% | -50.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.92% | 66.16% | -33.24% |
Financials
BAJAJFINSV.NS vs. HDFCAMC.NS - Financials Comparison
This section allows you to compare key financial metrics between Bajaj Finserv Limited and HDFC Asset Management Company 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