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BEL.NS vs. ^GSPC
Performance
Return for Risk
Drawdowns
Volatility

Performance

BEL.NS vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a ₹10,000 investment in Bharat Electronics Limited (BEL.NS) and S&P 500 Index (^GSPC). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

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

Returns By Period

In the year-to-date period, BEL.NS achieves a 3.01% return, which is significantly lower than ^GSPC's 18.12% return. Over the past 10 years, BEL.NS has outperformed ^GSPC with an annualized return of 29.93%, while ^GSPC has yielded a comparatively lower 17.78% annualized return.


BEL.NS

1D
0.81%
1M
-5.41%
YTD
3.01%
6M
1.10%
1Y
5.63%
3Y*
53.83%
5Y*
53.77%
10Y*
29.93%

^GSPC

1D
0.49%
1M
5.14%
YTD
18.12%
6M
17.99%
1Y
41.74%
3Y*
27.26%
5Y*
18.66%
10Y*
17.78%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BEL.NS vs. ^GSPC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BEL.NS
Bharat Electronics Limited
3.01%37.39%60.76%87.62%45.68%79.86%23.47%17.07%-51.05%47.74%
^GSPC
S&P 500 Index
18.12%21.96%27.04%25.09%-10.78%29.42%19.18%32.15%2.25%12.00%

Correlation

The correlation between BEL.NS and ^GSPC is 0.00, 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

0.00

Correlation (3Y)
Calculated over the trailing 3-year period

0.06

Correlation (5Y)
Calculated over the trailing 5-year period

0.07

Correlation (10Y)
Calculated over the trailing 10-year period

0.07

Correlation (All Time)
Calculated using the full available price history since Jul 4, 2007

0.05

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Return for Risk

BEL.NS vs. ^GSPC — Risk / Return Rank

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

BEL.NS
BEL.NS Risk / Return Rank: 4747
Overall Rank
BEL.NS Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
BEL.NS Sortino Ratio Rank: 4444
Sortino Ratio Rank
BEL.NS Omega Ratio Rank: 4242
Omega Ratio Rank
BEL.NS Calmar Ratio Rank: 5050
Calmar Ratio Rank
BEL.NS Martin Ratio Rank: 5050
Martin Ratio Rank

^GSPC
^GSPC Risk / Return Rank: 8080
Overall Rank
^GSPC Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
^GSPC Sortino Ratio Rank: 7979
Sortino Ratio Rank
^GSPC Omega Ratio Rank: 7979
Omega Ratio Rank
^GSPC Calmar Ratio Rank: 7676
Calmar Ratio Rank
^GSPC Martin Ratio Rank: 8686
Martin Ratio Rank
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.

BEL.NS vs. ^GSPC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bharat Electronics Limited (BEL.NS) and S&P 500 Index (^GSPC). 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.


BEL.NS^GSPCDifference
Sharpe ratioReturn per unit of total volatility

-3.39

Sortino ratioReturn per unit of downside risk

-4.27

Omega ratioGain probability vs. loss probability

1.06

1.65

-0.59

Calmar ratioReturn relative to maximum drawdown

0.36

6.18

-5.82

Martin ratioReturn relative to average drawdown

0.77

24.03

-23.27

BEL.NS vs. ^GSPC - Sharpe Ratio Comparison

The current BEL.NS Sharpe Ratio is 0.22, which is lower than the ^GSPC Sharpe Ratio of 3.62. The chart below compares the historical Sharpe Ratios of BEL.NS and ^GSPC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BEL.NS^GSPCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.22

3.62

-3.39

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.72

1.16

+0.55

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.85

1.04

-0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.75

0.73

+0.02

Drawdowns

BEL.NS vs. ^GSPC - Drawdown Comparison

The maximum BEL.NS drawdown since its inception was -73.29%, which is greater than ^GSPC's maximum drawdown of -43.99%. Use the drawdown chart below to compare losses from any high point for BEL.NS and ^GSPC.


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Drawdown Indicators


BEL.NS^GSPCDifference

Max Drawdown

Largest peak-to-trough decline

-73.29%

-43.99%

-29.30%

Max Drawdown (1Y)

Largest decline over 1 year

-15.63%

-6.78%

-8.85%

Max Drawdown (3Y)

Largest decline over 3 years

-26.90%

-19.29%

-7.61%

Max Drawdown (5Y)

Largest decline over 5 years

-26.90%

-20.51%

-6.39%

Max Drawdown (10Y)

Largest decline over 10 years

-67.21%

-28.50%

-38.71%

Current Drawdown

Current decline from peak

-12.50%

0.00%

-12.50%

Average Drawdown

Average peak-to-trough decline

-20.48%

-6.14%

-14.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.34%

1.74%

+5.60%

Volatility

BEL.NS vs. ^GSPC - Volatility Comparison

Bharat Electronics Limited (BEL.NS) has a higher volatility of 6.59% compared to S&P 500 Index (^GSPC) at 2.87%. This indicates that BEL.NS's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BEL.NS^GSPCDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.59%

2.87%

+3.72%

Volatility (6M)

Calculated over the trailing 6-month period

19.68%

8.51%

+11.17%

Volatility (1Y)

Calculated over the trailing 1-year period

25.27%

11.60%

+13.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.97%

16.11%

+15.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.82%

17.09%

+18.73%

Frequently Asked Questions


BEL.NS and ^GSPC have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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