CHOLAFIN.NS vs. IBKR
CHOLAFIN.NS (Cholamandalam Investment and Finance Company Limited) and IBKR (Interactive Brokers Group, Inc.) are both stocks. Both are in the Financial Services sector — CHOLAFIN.NS in Credit Services, IBKR in Capital Markets. Over the past 10 years, CHOLAFIN.NS returned 28.91%/yr vs 30.95%/yr for IBKR. At a 0.05 correlation, their price movements are largely independent.
Performance
CHOLAFIN.NS vs. IBKR - Performance Comparison
Loading charts...
Different Trading Currencies
CHOLAFIN.NS is traded in INR, while IBKR is traded in USD. To make them comparable, the IBKR values have been converted to INR using the latest available exchange rates.
Returns By Period
In the year-to-date period, CHOLAFIN.NS achieves a -7.81% return, which is significantly lower than IBKR's 49.80% return. Over the past 10 years, CHOLAFIN.NS has underperformed IBKR with an annualized return of 28.91%, while IBKR has yielded a comparatively higher 30.95% annualized return.
CHOLAFIN.NS
- 1D
- 7.78%
- 1M
- -0.41%
- YTD
- -7.81%
- 6M
- -9.58%
- 1Y
- -0.74%
- 3Y*
- 12.65%
- 5Y*
- 23.02%
- 10Y*
- 28.91%
IBKR
- 1D
- 1.53%
- 1M
- 6.21%
- YTD
- 49.80%
- 6M
- 48.99%
- 1Y
- 97.94%
- 3Y*
- 75.62%
- 5Y*
- 49.21%
- 10Y*
- 30.95%
CHOLAFIN.NS vs. IBKR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CHOLAFIN.NS Cholamandalam Investment and Finance Company Limited | -7.81% | 43.73% | -5.71% | 74.66% | 39.32% | 34.82% | 27.18% | 34.69% | 9.55% | 56.84% |
IBKR Interactive Brokers Group, Inc. | 49.80% | 53.38% | 120.93% | 15.93% | 1.50% | 33.73% | 35.02% | -11.83% | 1.28% | 53.58% |
Correlation
The correlation between CHOLAFIN.NS and IBKR is 0.04, 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 | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.08 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Jul 12, 2007 | 0.05 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CHOLAFIN.NS vs. IBKR — Risk / Return Rank
CHOLAFIN.NS
IBKR
CHOLAFIN.NS vs. IBKR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cholamandalam Investment and Finance Company Limited (CHOLAFIN.NS) and Interactive Brokers Group, Inc. (IBKR). 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.
| CHOLAFIN.NS | IBKR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.65 | ||
| Sortino ratioReturn per unit of downside risk | -2.94 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.40 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | -0.03 | 6.25 | -6.29 |
| Martin ratioReturn relative to average drawdown | -0.08 | 14.63 | -14.71 |
Loading charts...
Drawdowns
CHOLAFIN.NS vs. IBKR - Drawdown Comparison
The maximum CHOLAFIN.NS drawdown since its inception was -80.59%, which is greater than IBKR's maximum drawdown of -56.25%. Use the drawdown chart below to compare losses from any high point for CHOLAFIN.NS and IBKR.
Loading charts...
Drawdown Indicators
| CHOLAFIN.NS | IBKR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.59% | -56.25% | -24.34% |
Max Drawdown (1Y)Largest decline over 1 year | -24.91% | -15.75% | -9.16% |
Max Drawdown (3Y)Largest decline over 3 years | -28.67% | -39.29% | +10.62% |
Max Drawdown (5Y)Largest decline over 5 years | -28.67% | -39.29% | +10.62% |
Max Drawdown (10Y)Largest decline over 10 years | -64.28% | -48.53% | -15.75% |
Current DrawdownCurrent decline from peak | -13.08% | 0.00% | -13.08% |
Average DrawdownAverage peak-to-trough decline | -14.44% | -20.60% | +6.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.67% | 6.72% | +2.95% |
Volatility
CHOLAFIN.NS vs. IBKR - Volatility Comparison
Cholamandalam Investment and Finance Company Limited (CHOLAFIN.NS) and Interactive Brokers Group, Inc. (IBKR) have volatilities of 11.30% and 11.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CHOLAFIN.NS | IBKR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.30% | 11.78% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 26.38% | 27.46% | -1.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.33% | 37.52% | -5.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.98% | 34.19% | -0.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.96% | 32.82% | +8.14% |
Dividends
CHOLAFIN.NS vs. IBKR - Dividend Comparison
CHOLAFIN.NS's dividend yield for the trailing twelve months is around 0.13%, less than IBKR's 0.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHOLAFIN.NS Cholamandalam Investment and Finance Company Limited | 0.13% | 0.12% | 0.17% | 0.16% | 0.28% | 0.38% | 0.18% | 8.35% | 12.90% | 10.58% | 11.88% | 13.63% |
IBKR Interactive Brokers Group, Inc. | 0.36% | 0.47% | 0.48% | 0.48% | 0.55% | 0.50% | 0.66% | 0.86% | 0.73% | 0.68% | 1.10% | 0.92% |
Financials
CHOLAFIN.NS vs. IBKR - Financials Comparison
This section allows you to compare key financial metrics between Cholamandalam Investment and Finance Company Limited and Interactive Brokers 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
Frequently Asked Questions
CHOLAFIN.NS and IBKR have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for CHOLAFIN.NS and IBKR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer