BAJAJHLDNG.NS vs. SMFG

Last updated Jun 5, 2026

BAJAJHLDNG.NS (Bajaj Holdings & Investment Limited) and SMFG (Sumitomo Mitsui Financial Group, Inc.) are both stocks. Both are in the Financial Services sector — BAJAJHLDNG.NS in Asset Management, SMFG in Banks - Diversified. Over the past 10 years, BAJAJHLDNG.NS returned 22.35%/yr vs 22.22%/yr for SMFG. At a 0.03 correlation, their price movements are largely independent.

Performance

BAJAJHLDNG.NS vs. SMFG - Performance Comparison

The chart below illustrates the hypothetical performance of a ₹10,000 investment in Bajaj Holdings & Investment Limited (BAJAJHLDNG.NS) and Sumitomo Mitsui Financial Group, Inc. (SMFG). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

BAJAJHLDNG.NS is traded in INR, while SMFG is traded in USD. To make them comparable, the SMFG values have been converted to INR using the latest available exchange rates.

Returns By Period

In the year-to-date period, BAJAJHLDNG.NS achieves a -10.60% return, which is significantly lower than SMFG's 26.62% return. Both investments have delivered pretty close results over the past 10 years, with BAJAJHLDNG.NS having a 22.35% annualized return and SMFG not far behind at 22.22%.

BAJAJHLDNG.NS

• 1D: -0.62%
• 1M: -4.57%
• YTD: -10.60%
• 6M: -9.43%
• 1Y: -24.36%
• 3Y*: 14.77%
• 5Y*: 25.54%
• 10Y*: 22.35%

SMFG

• 1D: -2.64%
• 1M: 6.03%
• YTD: 26.62%
• 6M: 29.00%
• 1Y: 71.65%
• 3Y*: 51.68%
• 5Y*: 36.16%
• 10Y*: 22.22%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BAJAJHLDNG.NS vs. SMFG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BAJAJHLDNG.NS Bajaj Holdings & Investment Limited	-10.60%	-4.04%	56.21%	35.96%	8.00%	81.72%	-8.61%	16.54%	4.29%	60.02%
SMFG Sumitomo Mitsui Financial Group, Inc.	26.62%	44.62%	59.59%	26.50%	34.78%	12.24%	-8.76%	22.50%	-15.17%	10.62%

Correlation

The correlation between BAJAJHLDNG.NS and SMFG is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.02
Correlation (3Y) Calculated over the trailing 3-year period	0.04
Correlation (5Y) Calculated over the trailing 5-year period	0.04
Correlation (10Y) Calculated over the trailing 10-year period	0.03
Correlation (All Time) Calculated using the full available price history since Jul 6, 2007	0.03

Return for Risk

BAJAJHLDNG.NS vs. SMFG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BAJAJHLDNG.NS

BAJAJHLDNG.NS Risk / Return Rank: 13
BAJAJHLDNG.NS Sharpe Ratio Rank: 8
BAJAJHLDNG.NS Sortino Ratio Rank: 8
BAJAJHLDNG.NS Omega Ratio Rank: 11
BAJAJHLDNG.NS Calmar Ratio Rank: 20
BAJAJHLDNG.NS Martin Ratio Rank: 16

SMFG

SMFG Risk / Return Rank: 84
SMFG Sharpe Ratio Rank: 88
SMFG Sortino Ratio Rank: 85
SMFG Omega Ratio Rank: 82
SMFG Calmar Ratio Rank: 81
SMFG Martin Ratio Rank: 83

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BAJAJHLDNG.NS vs. SMFG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bajaj Holdings & Investment Limited (BAJAJHLDNG.NS) and Sumitomo Mitsui Financial Group, Inc. (SMFG). 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.

	BAJAJHLDNG.NS	SMFG	Difference
Sharpe ratio: Return per unit of total volatility	-0.86	2.59	-3.45
Sortino ratio: Return per unit of downside risk	-1.23	3.42	-4.65
Omega ratio: Gain probability vs. loss probability	0.86	1.42	-0.56
Calmar ratio: Return relative to maximum drawdown	-0.61	3.99	-4.59
Martin ratio: Return relative to average drawdown	-1.15	12.31	-13.46
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BAJAJHLDNG.NS vs. SMFG - Sharpe Ratio Comparison

The current BAJAJHLDNG.NS Sharpe Ratio is -0.86, which is lower than the SMFG Sharpe Ratio of 2.59. The chart below compares the historical Sharpe Ratios of BAJAJHLDNG.NS and SMFG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BAJAJHLDNG.NS	SMFG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.86	2.59	-3.45
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.85	1.28	-0.43
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.72	0.85	-0.12
Sharpe Ratio (All Time) Calculated using the full available price history	0.47	0.27	+0.19

Drawdowns

BAJAJHLDNG.NS vs. SMFG - Drawdown Comparison

The maximum BAJAJHLDNG.NS drawdown since its inception was -92.92%, which is greater than SMFG's maximum drawdown of -66.72%. Use the drawdown chart below to compare losses from any high point for BAJAJHLDNG.NS and SMFG.

Drawdown Indicators

	BAJAJHLDNG.NS	SMFG	Difference
Max Drawdown Largest peak-to-trough decline	-92.92%	-66.72%	-26.20%
Max Drawdown (1Y) Largest decline over 1 year	-39.48%	-18.07%	-21.41%
Max Drawdown (3Y) Largest decline over 3 years	-39.48%	-25.72%	-13.76%
Max Drawdown (5Y) Largest decline over 5 years	-39.48%	-25.72%	-13.76%
Max Drawdown (10Y) Largest decline over 10 years	-60.46%	-39.70%	-20.76%
Current Drawdown Current decline from peak	-29.92%	-2.64%	-27.28%
Average Drawdown Average peak-to-trough decline	-30.38%	-23.73%	-6.65%
Ulcer Index Depth and duration of drawdowns from previous peaks	20.81%	5.84%	+14.97%

Volatility

BAJAJHLDNG.NS vs. SMFG - Volatility Comparison

The current volatility for Bajaj Holdings & Investment Limited (BAJAJHLDNG.NS) is 6.31%, while Sumitomo Mitsui Financial Group, Inc. (SMFG) has a volatility of 8.70%. This indicates that BAJAJHLDNG.NS experiences smaller price fluctuations and is considered to be less risky than SMFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BAJAJHLDNG.NS	SMFG	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.31%	8.70%	-2.39%
Volatility (6M) Calculated over the trailing 6-month period	18.18%	20.85%	-2.67%
Volatility (1Y) Calculated over the trailing 1-year period	27.99%	27.83%	+0.16%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.53%	28.32%	+2.21%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	31.52%	26.37%	+5.15%

Dividends

BAJAJHLDNG.NS vs. SMFG - Dividend Comparison

BAJAJHLDNG.NS's dividend yield for the trailing twelve months is around 0.92%, less than SMFG's 1.30% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BAJAJHLDNG.NS Bajaj Holdings & Investment Limited	0.92%	0.82%	0.72%	1.60%	2.35%	2.39%	1.30%	0.95%	1.36%	1.13%	1.79%	1.96%
SMFG Sumitomo Mitsui Financial Group, Inc.	1.30%	2.84%	2.82%	3.67%	2.12%	0.00%	5.97%	4.61%	4.80%	3.17%	3.63%	3.32%

Financials

Frequently Asked Questions

Can I hold both BAJAJHLDNG.NS and SMFG in my portfolio?

BAJAJHLDNG.NS and SMFG have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.