BAJAJHLDNG.NS vs. SMFG
Compare and contrast key facts about Bajaj Holdings & Investment Limited (BAJAJHLDNG.NS) and Sumitomo Mitsui Financial Group, Inc. (SMFG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAJAJHLDNG.NS or SMFG.
Key characteristics
| BAJAJHLDNG.NS | SMFG | |
|---|---|---|
| YTD Return | 42.15% | 45.55% |
| 1Y Return | 52.80% | 44.06% |
| 3Y Return (Ann) | 33.07% | 29.14% |
| 5Y Return (Ann) | 26.36% | 18.41% |
| 10Y Return (Ann) | 25.08% | 10.29% |
| Sharpe Ratio | 1.95 | 1.69 |
| Sortino Ratio | 2.94 | 2.17 |
| Omega Ratio | 1.35 | 1.32 |
| Calmar Ratio | 3.37 | 2.44 |
| Martin Ratio | 7.34 | 7.44 |
| Ulcer Index | 7.39% | 7.01% |
| Daily Std Dev | 27.95% | 30.86% |
| Max Drawdown | -79.76% | -75.59% |
| Current Drawdown | -2.97% | -4.07% |
Fundamentals
| BAJAJHLDNG.NS | SMFG | |
|---|---|---|
| Market Cap | ₹1.20T | $91.50B |
| EPS | ₹665.19 | $1.07 |
| PE Ratio | 16.23 | 13.03 |
| Total Revenue (TTM) | ₹46.94B | $3.54T |
| Gross Profit (TTM) | ₹46.54B | $1.29T |
| EBITDA (TTM) | ₹31.94B | -$4.74B |
Correlation
The correlation between BAJAJHLDNG.NS and SMFG is 0.07, 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
BAJAJHLDNG.NS vs. SMFG - Performance Comparison
In the year-to-date period, BAJAJHLDNG.NS achieves a 42.15% return, which is significantly lower than SMFG's 45.55% return. Over the past 10 years, BAJAJHLDNG.NS has outperformed SMFG with an annualized return of 25.08%, while SMFG has yielded a comparatively lower 10.29% 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
BAJAJHLDNG.NS vs. SMFG - Risk-Adjusted Performance 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.
Dividends
BAJAJHLDNG.NS vs. SMFG - Dividend Comparison
BAJAJHLDNG.NS's dividend yield for the trailing twelve months is around 0.79%, less than SMFG's 1.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAJAJHLDNG.NS Bajaj Holdings & Investment Limited | 0.79% | 1.60% | 2.36% | 2.36% | 1.30% | 0.95% | 1.36% | 1.13% | 1.79% | 1.95% | 2.14% | 2.81% |
SMFG Sumitomo Mitsui Financial Group, Inc. | 1.21% | 3.67% | 2.12% | 5.24% | 5.97% | 4.61% | 4.80% | 3.17% | 3.63% | 3.32% | 3.13% | 2.37% |
Drawdowns
BAJAJHLDNG.NS vs. SMFG - Drawdown Comparison
The maximum BAJAJHLDNG.NS drawdown since its inception was -79.76%, which is greater than SMFG's maximum drawdown of -75.59%. Use the drawdown chart below to compare losses from any high point for BAJAJHLDNG.NS and SMFG. For additional features, visit the drawdowns tool.
Volatility
BAJAJHLDNG.NS vs. SMFG - Volatility Comparison
The current volatility for Bajaj Holdings & Investment Limited (BAJAJHLDNG.NS) is 6.26%, while Sumitomo Mitsui Financial Group, Inc. (SMFG) has a volatility of 7.89%. 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.
Financials
BAJAJHLDNG.NS vs. SMFG - Financials Comparison
This section allows you to compare key financial metrics between Bajaj Holdings & Investment Limited and Sumitomo Mitsui Financial Group, Inc.. 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