CHOLAFIN.NS vs. SMNEY

Last updated Jun 5, 2026

CHOLAFIN.NS (Cholamandalam Investment and Finance Company Limited) and SMNEY (Siemens Energy AG) are both stocks. CHOLAFIN.NS operates in Credit Services (Financial Services), while SMNEY operates in Specialty Industrial Machinery (Industrials). At a 0.07 correlation, their price movements are largely independent.

Performance

CHOLAFIN.NS vs. SMNEY - Performance Comparison

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

Different Trading Currencies

CHOLAFIN.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

CHOLAFIN.NS

• 1D: 0.81%
• 1M: -10.27%
• YTD: -12.53%
• 6M: -11.32%
• 1Y: -1.73%
• 3Y*: 12.44%
• 5Y*: 21.33%
• 10Y*: 22.57%

SMNEY

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

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

CHOLAFIN.NS vs. SMNEY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
CHOLAFIN.NS Cholamandalam Investment and Finance Company Limited	-12.53%	43.33%	-5.58%	74.06%	39.88%	34.99%	4.28%
SMNEY Siemens Energy AG	28.00%	180.80%	310.24%	-29.27%	-19.88%	-30.55%	20.05%

Correlation

The correlation between CHOLAFIN.NS and SMNEY is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.13
Correlation (3Y) Calculated over the trailing 3-year period	0.04
Correlation (5Y) Calculated over the trailing 5-year period	0.07
Correlation (All Time) Calculated using the full available price history since Dec 15, 2020	0.07

Return for Risk

CHOLAFIN.NS vs. SMNEY — Risk / Return Rank

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

CHOLAFIN.NS

CHOLAFIN.NS Risk / Return Rank: 37
CHOLAFIN.NS Sharpe Ratio Rank: 39
CHOLAFIN.NS Sortino Ratio Rank: 34
CHOLAFIN.NS Omega Ratio Rank: 34
CHOLAFIN.NS Calmar Ratio Rank: 39
CHOLAFIN.NS Martin Ratio Rank: 38

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.

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

This table presents a comparison of risk-adjusted performance metrics for Cholamandalam Investment and Finance Company Limited (CHOLAFIN.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.

	CHOLAFIN.NS	SMNEY	Difference
Sharpe ratio: Return per unit of total volatility	-0.05	—	—
Sortino ratio: Return per unit of downside risk	0.16	—	—
Omega ratio: Gain probability vs. loss probability	1.02	—	—
Calmar ratio: Return relative to maximum drawdown	-0.07	—	—
Martin ratio: Return relative to average drawdown	-0.19	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	CHOLAFIN.NS	SMNEY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.05	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.64	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.56	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.43	—	—

Drawdowns

Drawdown Indicators

	CHOLAFIN.NS	SMNEY	Difference
Max Drawdown Largest peak-to-trough decline	-93.69%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-24.90%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-28.31%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-28.31%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-64.26%	—	—
Current Drawdown Current decline from peak	-17.38%	—	—
Average Drawdown Average peak-to-trough decline	-31.74%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	9.19%	—	—

Volatility

Volatility by Period

	CHOLAFIN.NS	SMNEY	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.80%	—	—
Volatility (6M) Calculated over the trailing 6-month period	25.50%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	32.65%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	34.00%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	41.10%	—	—

Dividends

CHOLAFIN.NS vs. SMNEY - Dividend Comparison

CHOLAFIN.NS's dividend yield for the trailing twelve months is around 0.13%, while SMNEY has not paid dividends to shareholders.

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%	1.28%	0.51%	0.42%	0.48%	0.55%
SMNEY Siemens Energy AG	0.00%	0.00%	0.00%	0.00%	0.61%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

Frequently Asked Questions

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

CHOLAFIN.NS and SMNEY have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.