BAJFINANCE.NS vs. HDFCLIFE.NS
Compare and contrast key facts about Bajaj Finance Limited (BAJFINANCE.NS) and HDFC Life Insurance Company Limited (HDFCLIFE.NS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAJFINANCE.NS or HDFCLIFE.NS.
Key characteristics
| BAJFINANCE.NS | HDFCLIFE.NS | |
|---|---|---|
| YTD Return | -8.90% | -13.17% |
| 1Y Return | -0.12% | 0.73% |
| 3Y Return (Ann) | 8.28% | -5.56% |
| 5Y Return (Ann) | 17.17% | 8.50% |
| Sharpe Ratio | 0.03 | 0.20 |
| Daily Std Dev | 23.74% | 22.54% |
| Max Drawdown | -90.79% | -46.19% |
| Current Drawdown | -18.28% | -25.56% |
Fundamentals
| BAJFINANCE.NS | HDFCLIFE.NS | |
|---|---|---|
| Market Cap | ₹4.12T | ₹1.21T |
| EPS | ₹235.95 | ₹7.30 |
| PE Ratio | 28.25 | 76.77 |
| Revenue (TTM) | ₹316.27B | ₹1.02T |
| Gross Profit (TTM) | ₹237.65B | ₹104.23B |
Correlation
The correlation between BAJFINANCE.NS and HDFCLIFE.NS is 0.34, 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
BAJFINANCE.NS vs. HDFCLIFE.NS - Performance Comparison
In the year-to-date period, BAJFINANCE.NS achieves a -8.90% return, which is significantly higher than HDFCLIFE.NS's -13.17% 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
BAJFINANCE.NS vs. HDFCLIFE.NS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bajaj Finance Limited (BAJFINANCE.NS) and HDFC Life Insurance Company Limited (HDFCLIFE.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
BAJFINANCE.NS vs. HDFCLIFE.NS - Dividend Comparison
BAJFINANCE.NS's dividend yield for the trailing twelve months is around 0.45%, more than HDFCLIFE.NS's 0.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAJFINANCE.NS Bajaj Finance Limited | 0.45% | 0.41% | 0.30% | 0.14% | 0.19% | 0.14% | 0.15% | 0.20% | 0.30% | 0.30% | 0.46% | 0.95% |
HDFCLIFE.NS HDFC Life Insurance Company Limited | 0.34% | 0.29% | 0.30% | 0.31% | 0.00% | 0.26% | 0.00% | 0.35% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BAJFINANCE.NS vs. HDFCLIFE.NS - Drawdown Comparison
The maximum BAJFINANCE.NS drawdown since its inception was -90.79%, which is greater than HDFCLIFE.NS's maximum drawdown of -46.19%. Use the drawdown chart below to compare losses from any high point for BAJFINANCE.NS and HDFCLIFE.NS. For additional features, visit the drawdowns tool.
Volatility
BAJFINANCE.NS vs. HDFCLIFE.NS - Volatility Comparison
Bajaj Finance Limited (BAJFINANCE.NS) has a higher volatility of 10.51% compared to HDFC Life Insurance Company Limited (HDFCLIFE.NS) at 5.54%. This indicates that BAJFINANCE.NS's price experiences larger fluctuations and is considered to be riskier than HDFCLIFE.NS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BAJFINANCE.NS vs. HDFCLIFE.NS - Financials Comparison
This section allows you to compare key financial metrics between Bajaj Finance Limited and HDFC Life Insurance 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