BAJFINANCE.NS vs. SMNEY

Last updated Jun 13, 2026

BAJFINANCE.NS (Bajaj Finance Limited) and SMNEY (Siemens Energy AG) are both stocks. BAJFINANCE.NS operates in Credit Services (Financial Services), while SMNEY operates in Specialty Industrial Machinery (Industrials). At a 0.04 correlation, their price movements are largely independent.

Performance

BAJFINANCE.NS vs. SMNEY - Performance Comparison

The chart below illustrates the hypothetical performance of a ₹10,000 investment in Bajaj Finance Limited (BAJFINANCE.NS) and Siemens Energy AG (SMNEY). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

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

Returns By Period

BAJFINANCE.NS

• 1D: 5.49%
• 1M: 2.47%
• YTD: -6.94%
• 6M: -9.73%
• 1Y: -1.98%
• 3Y*: 9.74%
• 5Y*: 9.36%
• 10Y*: 29.85%

SMNEY

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BAJFINANCE.NS vs. SMNEY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
BAJFINANCE.NS Bajaj Finance Limited	-6.94%	46.42%	-5.95%	12.40%	-5.07%	32.19%	9.32%
SMNEY Siemens Energy AG	28.00%	180.80%	310.24%	-29.27%	-19.88%	-30.55%	20.05%

Correlation

The correlation between BAJFINANCE.NS and SMNEY 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	-0.03
Correlation (5Y) Calculated over the trailing 5-year period	0.03
Correlation (All Time) Calculated using the full available price history since Dec 14, 2020	0.04

Return for Risk

BAJFINANCE.NS vs. SMNEY — Risk / Return Rank

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

BAJFINANCE.NS

BAJFINANCE.NS Risk / Return Rank: 38
BAJFINANCE.NS Sharpe Ratio Rank: 40
BAJFINANCE.NS Sortino Ratio Rank: 34
BAJFINANCE.NS Omega Ratio Rank: 34
BAJFINANCE.NS Calmar Ratio Rank: 41
BAJFINANCE.NS Martin Ratio Rank: 40

SMNEY

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

BAJFINANCE.NS vs. SMNEY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bajaj Finance Limited (BAJFINANCE.NS) and Siemens Energy AG (SMNEY). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BAJFINANCE.NS	SMNEY	Difference
Sharpe ratio: Return per unit of total volatility	-0.07	—	—
Sortino ratio: Return per unit of downside risk	0.11	—	—
Omega ratio: Gain probability vs. loss probability	1.01	—	—
Calmar ratio: Return relative to maximum drawdown	-0.08	—	—
Martin ratio: Return relative to average drawdown	-0.18	—	—

Drawdowns

Drawdown Indicators

	BAJFINANCE.NS	SMNEY	Difference
Max Drawdown Largest peak-to-trough decline	-90.67%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-26.74%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-26.74%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-33.36%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-62.35%	—	—
Current Drawdown Current decline from peak	-16.07%	—	—
Average Drawdown Average peak-to-trough decline	-16.96%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	11.27%	—	—

Volatility

Volatility by Period

	BAJFINANCE.NS	SMNEY	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.60%	—	—
Volatility (6M) Calculated over the trailing 6-month period	22.61%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	29.04%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.95%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	35.84%	—	—

Dividends

BAJFINANCE.NS vs. SMNEY - Dividend Comparison

Neither BAJFINANCE.NS nor SMNEY has paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
BAJFINANCE.NS Bajaj Finance Limited	0.00%	1.13%	1.06%	0.82%	0.61%	0.29%	0.38%	0.28%	0.30%	4.10%
SMNEY Siemens Energy AG	0.00%	0.00%	0.00%	0.00%	0.61%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

Frequently Asked Questions

Can I hold both BAJFINANCE.NS and SMNEY in my portfolio?

BAJFINANCE.NS and SMNEY 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.